Robert Atwood is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates since 2018, with a brief tenure at Pershing LLC. Prior to his advisory roles, he was employed at American Municipal SEC from 2015 to 2018. Raymond James & Associates offers 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 provides institutional consulting and public finance services.

Cooper Bennett is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked at ADP, Benicomp Health Solutions, and BlueGrace Logistics. 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, with a focus on both retail and institutional advisory services, including public finance and municipal work.

Douglas Jarrard is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding a Series 66 credential with five years of industry experience. His work history includes multiple roles within Morgan Stanley and Morgan Stanley Private Bank. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored financial planning agreements.

Brian Rolfe is a CFP® professional with 23 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors from 2011 to 2016. Outside of his advisory role, Rolfe serves as treasurer for the Oak Creek at Countryside Homeowners Association and is an investment committee member for the Benjamin Tower Foundation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Craig Hochman is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and having 12 years of industry experience. He has been with Raymond James & Associates since 2002 and has also worked with Raymond James Financial Services, Inc. and Advisors, Inc. since 2025. Outside of his advisory role, he assists with a private business, Am Happ LLC, in a supporting capacity. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering advice on a non-discretionary basis supported by a broad affiliate network and specialized municipal finance services.

Brenda Ehrke is a financial advisor at Edward Jones in Largo, FL, holding the CFP®, ChFC®, and Series 66 designations with 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is involved as a partner in a shaved ice and dessert franchise called Vampire Penguin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Sarah Robinson is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2021. In her role, she partners with clients and their Wealth Management Advisors to deliver dedicated planning and service tailored to clients' needs. Sarah focuses on understanding what is important to her clients and their families, emphasizing the formation of strong relationships. She prioritizes maintaining open dialogue, trust, and reliability with those she serves.

Sennua Holiday-Lawson is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2021, progressing through positions including Customer Relationship Advocate, Relationship Manager, Planning Consultant, and Investment Consultant. Her professional focus is on helping individuals develop and maintain financial plans that align with their financial goals, risk tolerance, and time horizons. Sennua takes a client-centered approach, aiming to build relationships based on a comprehensive understanding of each client's unique needs and aspirations. Outside of her professional work, she has interests in comedy, fitness, football, golf, music, and traveling.

Jordan Seravalli is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Thrivent Investment Management, Inc. and multiple divisions within Raymond James. 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 serves a diverse client base, including individuals, institutional clients, and government entities, providing planning and investment consulting primarily on a non-discretionary basis.

Joseph Rettig is a financial advisor with Ameriprise in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Rettig is co-CEO of Vision Set LLC, a business involved in administration and management. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement advice through a centralized consulting team.

Thomas Quinn is a financial advisor with Wells Fargo Advisors in Clearwater, FL, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Quinn is also a part-owner of Tidewater Private Wealth Advisors, a wealth management firm based in Clearwater. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that include retirement, education, risk, wealth-transfer, and specialized planning areas. The firm offers tailored recommendations using proprietary research and planning tools, with flexible implementation options across brokerage and advisory programs.

Jeffrey Smith is a financial advisor at Morgan Stanley with 32 years of industry experience. He has held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019, and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He holds Series 63 and Series 65 credentials and is based in St. Petersburg, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Christopher Spurgeon is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James & Associates since 2000. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm serves a wide range of clients, including individuals, pension plans, corporations, and governmental entities, providing wealth advisory planning and investment consulting through various programs and institutional services.

Michael Kindt is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 65 and Series 66 credentials and bringing 25 years of industry experience. He worked at Cbiz Mhm, LLC prior to joining Morgan Stanley in 2017. Kindt serves on the boards of several nonprofit organizations, including Charity Works, Inc. and the Homeless Empowerment Program, where he provides financial advice and holds the position of treasurer. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by proprietary tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and brokerage channels.

Richard Canter is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Cetera since 2016 and has worked concurrently as a CPA since 1987, focusing on accounting and tax services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers multiple portfolio management and advisory services through a large network of independent advisors and provides access to both affiliated and third-party money managers.

Delaney Bombara is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity Investments, Delaney held various roles in the hospitality and arts sectors, including positions at Bartaco, The Getaway, The Fat Rabbit Pub, and the Currier Museum of Art. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and specializes in delivering model portfolios using systematic methodologies.

David Zaccagnino is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. Prior to joining LPL Financial in 2024, he spent eight years with Raymond James Financial Services. He is also involved with Seminole Wind Investments LLC, a business he has operated since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement plan consulting through a nationwide network of investment adviser representatives.

Jee Lee is a financial advisor at Raymond James Financial with 16 years of industry experience and holds a Series 66 designation. He is also the owner of Kimchi, LLC, a family restaurant, although he currently has no active responsibilities there. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, retirement plans, corporations, and institutional clients. The firm offers non-discretionary financial planning and investment consulting supported by research and portfolio analysis tools, and it is notable for its public finance and municipal advisory capabilities.

William Cronin IV 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, including prior work at Morgan Stanley. Outside of finance, he has experience in diverse roles such as at Florida Atlantic University and Pro Football Focus. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets and serving a broad client base including individuals, institutions, and municipal entities. The firm offers wealth advisory planning and investment consulting on a non-discretionary basis, supported by an extensive affiliate network and notable involvement in municipal and public finance.

Melissa Jaeger is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and 14 years of industry experience. She has been with Raymond James since 1999. 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, offering both advisory and institutional consulting services.