Cameron Benishek is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2023, he worked at Morgan Stanley, American Income Life, and Northwestern Mutual. Outside of finance, he has worked as a bartender at O'Bricks Irish restaurant since 2017. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, employing asset-allocation analysis and firm research to develop tailored recommendations.

Michael Brown is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and emphasizes public finance and municipal work alongside its retail advisory services.

Holly Moriarty is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 17 years of industry experience. She has worked with Raymond James Financial and its affiliates since 2018 and previously with Invest Financial Corporation from 2010 to 2018. Based in St. Petersburg, FL, she provides advisory services through a large institutional firm. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, with a focus on non-discretionary planning and municipal finance services.

Michael Works is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Carlson Group, a goals-based wealth management team. He began working with Merrill Lynch in 1996, focusing on portfolio management strategies tailored to client objectives, including legacy planning, liquidity management, personal retirement planning, and retirement income. He also works with corporate retirement plans, customized lending, trust and estate planning, and wealth transfer strategies. Michael earned a Bachelor's Degree from the University of Missouri and holds the designation of CERTIFIED FINANCIAL PLANNER® (CFP®), awarded by the Certified Financial Planner Board of Standards, Inc. in 2002. He is also a United States Marine veteran, a title he earned in 1983. He lives in Odessa, Florida, with his wife of over 30 years and their two children. In his spare time, Michael enjoys spending time with his family, following his favorite sports teams, and playing golf.

Adam Abelson is a Series 66-licensed financial advisor with Morgan Stanley in Palm Harbor, Florida, where he has worked since 2015. He has ten years of industry experience and serves on the investment committees of both Ruth Eckerd Hall and Temple Ahavat Shalom. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a comprehensive process to support client financial strategies.

Stefan Mayerschoff is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Morgan Stanley and SunTrust Advisory Services, as well as service in the United States Navy Reserve since 2010. Raymond James & Associates provides financial planning and investment consulting 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 asset-allocation analyses, supporting both discretionary and non-discretionary advisory relationships.

David Cash III is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and previously worked at NYLIFE Securities LLC, New York Life Insurance Company, The Money Broker, and Professional Grade Mortgage. 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, and municipal clients. The firm offers tailored financial plans and investment recommendations, with a focus on municipal work and public finance alongside its retail advisory services.

Justin Granit is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2020. Prior to joining the firm, he worked for four years at WTSP, Tegna Broadcasting. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base that includes individuals, institutions, and government entities, delivering planning and recommendations on a non-discretionary basis while supporting municipal and public finance clients through its affiliated capabilities.

Daniel Nazinitsky is a financial advisor with Raymond James & Associates in St. Petersburg, Florida. He holds a Series 66 designation and has eight years of industry experience, including previous roles at Morgan Stanley Smith Barney LLC and the Center for Asset Management. Outside of advising, he operates a sole proprietorship focused on tropical plant sales in Palm Beach Gardens, Florida. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, pension plans, corporations, and government entities. The firm provides non-discretionary wealth advisory planning and investment consulting, supporting clients with firm-sponsored wrap fee programs and institutional consulting services.

Jonathan Diamond is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is based in Wayne, PA. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, distinguishing its approach within the institutional advisory space.

Mathilda Waren is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors and Axa Advisors, along with experience in educational and administrative roles. Outside of financial advising, she operated The Grateful Bean Coffee House for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, 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, and retirement consulting, utilizing model portfolios and research-supported strategies.

Austin Brown is a financial advisor with Raymond James Financial in Saint Petersburg, FL. He holds a Series 66 designation and has seven years of industry experience. His career history includes multiple roles within Raymond James Financial since 2017, as well as prior experience in education with the University of Maine and the High Bridge School District. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers specialized programs for small businesses and integrates municipal and public finance capabilities through its affiliate network.

Kevin Wing is a CFP® professional with 12 years of experience in financial advising, currently at Charles Schwab in St. Petersburg, FL. His prior work includes six years at T. Rowe Price and four years at TD Ameritrade. He holds the Series 66 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management. The firm combines brokerage, custody, and advisory services with access to multi-asset model portfolios and alternative investments.

Carina Capella is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked with The Prudential Insurance Company of America and Pruco Securities LLC prior to joining LPL Enterprise. Capella is also active as a financial planner with Clear Path Advisory Group, a DBA for her Prudential business, where she focuses on financial planning, investment management, and insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolios, third-party asset management, and access to a range of brokerage and insurance products via an integrated platform.

Paul Self is a Series 66 licensed financial advisor with 17 years of industry experience. He is affiliated with Primerica Advisors and has worked at related firms including Wealth By Design and PFS Investments Inc. Outside of his advisory role, he serves as the owner and administrator of Nasa Services, a non-investment-related business in Palm Harbor, FL. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Dennis Briggs is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James & Associates since 1996. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting through its Institutional Fiduciary Solutions division.

William Drew III is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley Smith Barney and Citigroup Global Markets. He is based in St. Petersburg, Florida. Raymond James & Associates offers financial planning and investment consulting services to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports institutional consulting and public finance activities.

Matthew Mehltretter is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2009. Prior to that, he was involved in non-variable insurance since 1999. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through risk profiling and firm research, with a distinctive focus on advisory roles rather than discretionary management.

Conner Cole is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside the financial industry, he has worked in various hospitality and education roles. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, and both advisory and brokerage products through an integrated platform.

Justin Maynard is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Raymond James, he spent nine years in full-time education. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides both non-discretionary advisory services and institutional consulting, with specialized capabilities in public finance and municipal work.