Nicholas Karl is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Florida Financial Advisors. His background includes roles outside finance, such as employment at Mothers Peninsula Grille and involvement with the Maryland Yacht Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Christopher Brandriff is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has worked with various J.P. Morgan entities since 2012, including J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Eric Sisco is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Raymond James Bank and Bank of America, as well as entrepreneurial activities with Alpert Enterprise LLC and Sisco Solutions. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through a Wealth Advisory Services Program and delivers institutional consulting with a focus on public finance and municipal work.

Shannon Boyd is a financial advisor with Raymond James & Associates, holding a Series 66 license and over 25 years of industry experience. He has worked with Raymond James in various capacities since 2004 and operated Boyd Business Strategies from 2017 to 2020. Boyd also serves as a non-public arbitrator for FINRA Dispute Resolution Services. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, offering wealth advisory planning, investment consulting, and specialized municipal and public finance services.

Susan Hinckley is a financial advisor at LPL Financial with eight years of industry experience. Her prior roles include working with The Florida Orchestra, Inc. and a period of self-employment combined with extended travel. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Ryan Lynch is a financial advisor with Merrill in Tampa, FL, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Bank of America, The Vanguard Group, and Northwestern Mutual. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s corporate platform.

Sharon Dunaway Alt is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2012. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory programs.

Terrence Hornsby Sr. is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at City National Bank since 2020, alongside his ongoing role at RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm provides advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

Richard Liebchen is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior work includes roles at Scottrade and New Meadowlands Stadium Company LLC. He has been with various Raymond James entities since 2018. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm offers wealth advisory planning and investment consulting to a wide range of clients, including individuals, institutions, and government entities, with a focus on non-discretionary planning and municipal and public finance services.

Hafiz Ahmed is a financial advisor at Edward Jones in Largo, FL, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Fidelity Investments, ABT Associates, and Bank of America. Outside of his advisory work, he engages in food delivery through Uber Eats during off-hours. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of advisors and branch offices nationwide.

Jacquelynn Green is a financial advisor at Wells Fargo Clearing with 9 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and American Expediting. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Adam Taylor is a ChFC® credentialed financial advisor with 14 years of industry experience. He has worked at Mass Mutual Investors Services since 2018, following earlier roles at Northwestern Mutual Wealth Management Company and related entities. Outside of his advisory work, Taylor serves as a board member at the Jim Moran College of Entrepreneurship and is the founder of Curated Legacy Corp., a nonprofit organization. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing collaborative annual planning engagements supported by firm-approved software and a variety of specialized planning programs.

William Puckett is a CFP® and PFS™ credentialed advisor at Edelman Financial Engines with 24 years of industry experience. He previously worked at Align Wealth Management for 19 years before joining Financial Engines Advisors L.L.C. in 2023. Puckett is involved in managing the winding up of Align Wealth Management following its asset sale to Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified portfolios and long-term investment orientation.

Joseph Pellegrini is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and has worked at various affiliates of Raymond James since 2008, as well as at Motr Media from 2022 to 2023. Based in St. Petersburg, FL, Pellegrini’s career largely centers on wealth advisory services within the Raymond James network. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm serves individuals, institutions, and public entities through wealth planning, investment consulting, and specialized municipal finance services, offering advisory solutions on a non-discretionary basis with an extensive affiliate network supporting custody, product sourcing, and public finance activities.

Jonathan Arellano is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and nine years of industry experience. He previously worked at Fifth Third Bank and has been with Bank of America and Merrill since 2017. Outside of his advisory role, he is an investor and part owner of New Fortuna Ventures LLC and serves as a board member for Junior Achievement of Tampa Bay. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Timothy Logan is a financial advisor with Wells Fargo Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His career includes over a decade with Wells Fargo entities, having worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing prior to his current role. Outside of his advisory work, he has ownership in a vacation rental business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations utilizing proprietary research and planning tools, with services spanning cash-flow, retirement, and specialized planning areas such as business-owner transitions and special-needs analysis.

Tamara Shumate Brown is a CFP® professional with 39 years of industry experience, currently serving at LPL Financial since 2007. She is based in Tampa, FL, and holds a Series 63 license. She participates as a member of the Tampa Bay Estate Planning Council. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research to support both discretionary and non-discretionary management.

Haleigh Guilbert is a Financial Advisor at Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA), indicating her expertise in personal investment strategies. Haleigh has completed her education with a Master's Degree from Florida Gulf Coast University and a Bachelor's Degree from Florida State University.

Kevin Burnett is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include nearly a decade at Wells Fargo Clearing and ten years at SunTrust Investment Services. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting to individuals, institutions, and municipal entities, providing non-discretionary planning and portfolio recommendations supported by research and a broad affiliate network.

Diane Bell is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and 35 years of industry experience. She has been with Raymond James Financial since 2009 and also worked with Valley Financial Group, LLC for 14 years. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to provide tailored recommendations while maintaining client decision authority.