Tatum Taucher is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Charles Schwab with three years of industry experience. Prior to focusing on financial services, Taucher has held roles at Charles Schwab Bank, Our Lady Star of the Sea, Urban Dogg, and worked in educational positions including at the University of Colorado at Boulder and Ponte Vedra High School. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals primarily through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Elizabeth Wyatt is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior roles include positions at The Vanguard Group, Sadik And Associates, Northwestern Mutual, and Raymond James. 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, offering financial planning, advisory programs, and institutional consulting with a focus on customized, non-discretionary client solutions.

Jason Dukas is a Series 66 licensed financial advisor with 26 years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2017 and previously held positions at Wells Fargo Clearing and Morgan Stanley. Outside of his advisory role, he serves on the Advisory Board of the YMCA of Suncoast, contributing ideas for local events. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies that use forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning decisions.

Sean Obrien is a financial advisor at Raymond James & Associates with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Charles Schwab & Co., Charles Schwab Bank, and Raymond James Financial. Raymond James & Associates, Inc. is a large 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 and investment consulting through various specialized programs and an extensive affiliate network.

Liam House Myers is a financial advisor with OSAIC who holds a Series 66 designation and has 12 years of industry experience. He has worked with Royal Alliance Associates Inc. since 2018 and was previously with Sii from 2014 to 2018. Based in St. Petersburg, FL, Myers’s background includes roles at multiple firms within the financial services sector. OSAIC serves a diverse group of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, employing a range of investment strategies supported by various tools and third-party managers.

Sarah Shockley is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 credential and eight years of industry experience. Her background includes roles at Raymond James and Stifel, as well as ownership experience in the brewery and hospitality industries. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs across a large network.

Patrick Inglesby is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James since 2011. Outside of advising, he serves as CEO of BESPE Holdings Inc., where he is involved in oversight of family property investments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and is noted for its municipal advisory affiliation and specialized consulting programs.

Beth Maus is a financial advisor at Raymond James Financial with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with several Raymond James entities since 2018, as well as prior roles at FSC Securities Corp and Invest Financial Corporation. She is based in St. Petersburg, Florida. 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 investors. The firm employs tailored non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Dragan Paravinja is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James and its affiliates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting with a variety of portfolio management styles and affiliated research.

Sydney Mc Evilly is a Series 66 licensed advisor at Charles Schwab with one year of industry experience. Prior to joining Schwab, she worked at Viage Group and Total Planning Veterinary Services, and has a background that includes roles outside finance, such as involvement with Impeccable Pig. Charles Schwab & Co., Inc. serves a large client base primarily made up of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with integrated brokerage, custody, and advisory services.

Nicholas Maceira is a financial advisor at Morgan Stanley in Tampa, FL, with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and E*Trade Securities LLC since 2023. Prior to his finance career, he worked at Panera Bread and Hackensack Golf Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Edwin Cervantes is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with three years of industry experience. His prior work includes roles at PNC Bank, Marina Cantina, Short Block Technologies, and Publix. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research.

Tyson Bryant is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He has been with Raymond James & Associates since 2011. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Joshua Styler Tracy is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and one year of industry experience. Before joining Morgan Stanley, he worked at Merrill, TD Bank, and various financial and non-financial roles including at Buckalew's Restaurant and Tavern and as part of the Surf City Beach Patrol. He has also held teaching positions at The University of Tampa and Ocean County College. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a comprehensive investment process.

Justin Kissner is a CFP® professional with 10 years of experience, currently serving as an advisor at Raymond James & Associates since 2016. He is a partner in Linington & Kissner, LLC, a business established to hold personal property for his Raymond James advisor branch. 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 and consulting with a range of portfolio management approaches and affiliated research resources.

Joshua Smith is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He worked at Pruco Securities, LLC and Prudential Insurance Company of America from 2007 to 2022 before joining Equitable Advisors in 2022. Outside of his advisory role, he has a 50% ownership interest in a rental property in Baltimore. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a variety of advisory models, including third-party sponsored programs and discretionary management, and offers a range of investment options such as mutual funds, ETFs, separately managed accounts, and select alternative investments.

Muhammed Syed is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has held positions at Morgan Stanley Private Bank, E*Trade Securities, and Raymond James and Associates, among others. Syed’s background includes work at the Department of Defense and a decade at Claremont Graduate University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Colton Hendrix is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials with five years of industry experience. His career includes roles at Fisher Investments and Brighthouse Financial prior to joining Raymond James. 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, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Abdulaziz Albasri is a financial advisor at Fisher Investments with a Series 66 credential and 13 years of industry experience. He has worked at Fisher Investments since 2017 and previously held roles at PNC Bank, PNC Investments, and Morgan Stanley. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research and implements tax-aware processes alongside various risk management strategies.

Anne Whelan is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.