Thomas Kane is a CFP® professional with 27 years of industry experience, currently serving at Raymond James Financial since 2009. He is based in Clearwater, FL, and holds Series 63 and Series 65 licenses. Kane serves as a trustee on the Town of Belleair Police Pension Board, involved in the management and administration of the police pension plan. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through its affiliation with a municipal advisor.

Timothy Brady is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at USAA Financial Planning Services and Cruises Inc. He is based in St. Petersburg, Florida. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Chase Caldwell is a CFP® and ChFC® with four years of industry experience, currently affiliated with Mass Mutual Investors Services in Tampa, FL. Prior to this, he worked at Northwestern Mutual in various capacities from 2020 to 2024. Outside of financial advising, he owns and operates One Plug Entertainment, LLC, which provides DJ, photobooth, and consulting services for weddings and events. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning engagements supported by firm-approved analytical tools and provides a range of specialized planning programs, including a standalone Divorce Planning offering.

Stephen Labate is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at David Lerner Associates, Inc. and Academy Securities. Labate also served in the Army Reserves for 34 years and is involved with the Republican Executive Committee in a political capacity. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joel Ferguson is a financial advisor at Ameriprise with 11 years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at Edward Jones. Ferguson serves on the Board of Directors for Friends of Fisher House Orlando and is the Board Chair of the Lake Nona Regional Chamber of Commerce. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Isaiah Scott is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley and has held diverse roles in other industries, including a position with One Day Radon Mitigation LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management strategies.

Jonathon Young is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 20 years of industry experience. He previously worked at T. Rowe Price Investment Services, Inc. for 13 years before joining Raymond James & Associates in 2019. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Michael Grande is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Deborah Webster is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates advanced modeling techniques into its planning process.

John Herbert is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His background includes roles in education and hospitality, including positions at the University of South Florida and Hilton ALBA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Jonathan Pablo is a financial advisor with Raymond James Financial Services, Inc., holding Series 66 and Series 63 credentials and five years of industry experience. His prior roles include positions at First Hawaiian Bank and ASC Trust. He has experience supporting senior advisors and managing client relationships. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations, employing tailored non-discretionary planning and analytical tools to support client goals.

Anne Platt is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses with 36 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Frank Miles III is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2015 to 2019. Outside of his advisory role, he performs music on weekends as part of a two-person band. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Benjamin Davis is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates since 2018, following three years at Invest Financial Corp. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Andrew Whitmore is a CFP® professional with 31 years of experience in the financial services industry. He has been with Ameriprise since 2009 and currently manages his practice through a legal entity he established for administrative purposes. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed written recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Kenton Wilson is a financial advisor at Cambridge Investment Research Advisors with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial for 11 years. Wilson is also president of Wilson, Wilson & Company Retirement and Estate Planning, a firm specializing in retirement and estate planning. Cambridge Investment Research Advisors serves a diverse client base—including individuals, retirement plans, charitable organizations, and trusts—offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management options, including proprietary models and third-party strategies, with both discretionary and non-discretionary implementations tailored to client objectives.

Roberta James is Vice President and Wealth Planner at Fidelity Investments, a role she has held since 2026. She specializes in developing tailored wealth strategies that align with clients' goals and priorities, utilizing Fidelity's technology and resources to create personalized planning and investment solutions. Roberta has more than a decade of experience in the financial industry. Prior to her current position, she served as a Financial Consultant at Fidelity Investments from 2020 to 2026 and was a Financial Advisor at Morgan Stanley from 2013 to 2020. Her earlier experience includes positions at M&T Bank, where she was Branch Manager and Vice President from 2011 to 2013, and held roles as Personal Banker III and II from 2008 to 2011. Outside of her professional work, Roberta has interests in art, cooking and baking, movies, reading, traveling, and yoga.

Debra Barton is a financial advisor with Primerica Advisors in Largo, FL, holding Series 63 and Series 65 licenses and having 23 years of industry experience. She has been with Primerica Financial Services and Primerica Advisors since 2003. Outside of her advisory work, she is involved in non-investment related business activities including part-time referrals for home security and automation products and holds a vice president position at 5:9 Properties LLC. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through model-driven recommendations. The firm operates at a large scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management.

William Steves is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Osaic since 2023 and previously worked at Sagepoint Financial, Inc. since 2009. Steves is also the president and owner of Steves Investment Management, Inc., a business entity maintained for tax purposes. Osaic Wealth, Inc. serves a diverse clientele including retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing firm-provided asset allocation tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Gerhard Steven Jr. is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, he held various roles including work with Virgin Islands Small Business Development and Federal Emergency Management Agency. He also operated a taxi service business for a period. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies to support clients’ financial goals.