Andrew Walther is a financial advisor with Raymond James & Associates in Tampa, FL, holding CFP® certification and over 19 years of industry experience. He has worked with several firms, including Truist Advisory Services and BB&T, prior to joining Raymond James 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 individuals, institutions, charitable organizations, and municipal entities, providing financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Jerome Hamlin is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Fidelity Investments and Insight Global. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning that includes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Xianwei Cheng is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds a Series 66 designation and has five years of industry experience, having been with Raymond James & Associates since 2016. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Cade Williams is a Series 66-registered financial advisor with Charles Schwab in Tampa, FL, and has three years of industry experience. His prior work history includes roles at Charles Schwab Bank, Taylor and Williams, Belk, Inc, and Envision Credit Union. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts.

John Chan is currently the Vice President, Financial Consultant at Fidelity Investments. In this role, he partners with clients to understand their financial situations, provide impactful analysis, and co-create financial plans aligned with their goals. He has been with Fidelity Investments since 2003, holding various positions including Financial Consultant, Investment Consultant, Relationship Manager, and more. John brings over a decade of experience helping affluent clients and their families across the country. His focus is on building relationships and designing financial strategies tailored to clients' unique life stages. Outside of his professional work, John enjoys biking, camping, family activities, running, swimming, and exploring culinary interests.

Dylan Barbieri is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank SSB and Charles Schwab since 2023. Prior to his current role, he was involved with Chromalloy and has a background that includes several years in full-time education and time at the Tallahassee Volleyball Academy. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, providing a blend of non-discretionary financial planning and access to discretionary managed accounts. The firm’s integrated platform combines advisory, brokerage, custody, and cash-sweep services with a multi-asset investment approach supported by the Schwab Center for Financial Research.

Kevin Singh is a CFA® charterholder with six years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Tampa, FL. His prior work includes roles at AGW Capital Advisors and Clifton Larson Allen. Outside of financial services, he is an owner and partner of an e-commerce business involved in online resale of retail goods. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to deliver customized investment solutions.

Chrisonda Mcdonald is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. from 2009 to the present. Raymond James & Associates, Inc. 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 entities, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jason Hunt is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2018 and previously spent nine years with INVEST Financial Corporation. Hunt is also involved in non-variable insurance activities through the Life Brokerage Financial Group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Jonathan Wilkins is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with LPL Financial and has previously worked at firms including Charles Schwab, Payant Wealth Management Group, and Sagepoint Financial. Wilkins is also a commissioned notary in Parrish, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Shane Stratton is a financial advisor with Wells Fargo Clearing in Spring Hill, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Morgan Stanley Wealth Management and Morgan Stanley Private Bank, National Association, where he worked for a combined nine years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product options, such as insurance-related vehicles and bank deposit sweep programs.

Jennifer Morales is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at RBI, AGIA, VALIC Financial Advisors, Platinum Wealth Partners, and Primerica Advisors. She volunteers as a troop leader with the Girl Scouts of Central Florida. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs through a range of sponsored and endorsed platforms.

Emily Farace is a Series 65-credentialed financial advisor with four years of industry experience, currently with Fisher Investments since 2021. Her prior roles include positions at L3 Campus Housing, Smokin' Notes, and Stick It Gymnastics. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes with a centralized investment decision process that incorporates quantitative and qualitative research.

David Harris IV is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996. Outside of advising, he manages entities related to training events and business purposes within the Primerica organization. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and an independent due-diligence process, providing a tiered wrap-fee structure and maintaining authority over model selection and management.

Jad Khoury is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and accumulating 32 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of advisory work, he is a partner and owner in a single-family rental real estate business and serves as an authorized representative of a real estate investment company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers a range of financial planning and consulting services, with advisors providing tailored, generally non-discretionary advice supported by firm research and multiple portfolio management styles.

David Parker is a financial advisor based in Tampa, FL, affiliated with Stifel. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining Stifel in 2019, he worked at UBS Financial Services from 2008 to 2019. Outside of advising, he co-owns pasture land in Oklahoma that he leases for cattle grazing. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services with an investment approach grounded in proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Daniel Tochinskiy is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he serves as a notary public in Tampa, FL. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Jake Szymanski is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has previous work experience at Melting Pot of Buffalo, Route 78 Street Bar, and Panera Bread. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gizo Abuladze is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch, National Securities Corporation, and various other firms. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Tanner Helsel is a CFP® professional with four years of experience, currently with Raymond James & Associates. His prior roles include positions at Sanford C. Bernstein & Co., LLC and Associated Bank. He is based in St. Petersburg, FL. Raymond James & Associates, Inc. oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, emphasizing tailored plans supported by proprietary research and model management options.