Theodore Pohl II is a CFP®-certified financial advisor with Morgan Stanley, bringing 31 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including tailored planning and access to various investment products.

Erik Allstatt is a financial advisor at Charles Schwab based in Seminole, Florida, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has spent the majority of his career at Charles Schwab, including periods from 2006 to 2024 and since 2024. He also worked briefly at optionsXpress, Inc. in 2017. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a formal alternative investment onboarding process.

S Mark Alton is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds the CFP® and ChFC® designations and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank. Outside of his advisory role, he serves as Dean of Collaboration for the Purposeful Planning Institute and chairs the Synergy Summit, both professional organizations focused on advancing collaboration within the financial planning community. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets with a structured planning process that includes firm-approved tools and modeling techniques.

Lauren Ahern is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 19 years of industry experience. She has been with Raymond James since 2014 in various capacities and currently serves as an officer and treasurer on the board of The Madison at St. Pete I COA, Inc., where she oversees budget and financial reporting activities. 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 investment recommendations through its Wealth Advisory Services Program and also delivers institutional consulting and public finance services.

Tyler Mc Call is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 63 designations and possessing 11 years of industry experience. He has been associated with various Raymond James entities since 2017 and previously worked at Clayton Holding LLC. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and government entities, with a focus on non-discretionary planning and consulting supported by extensive research and affiliate capabilities.

Ann Zavaglia is a financial advisor at Wells Fargo Advisors in Clearwater, FL, with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using proprietary research and planning tools. The firm offers a broad range of specialized planning services and integrates advisory offerings with other financial products and referral channels.

James Kuczynski is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. He holds Series 63 and Series 65 licenses and is based in Tampa, FL. 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 asset-allocation analyses using firm research and planning tools, and it also delivers institutional consulting and municipal finance services.

Gregory Linkner is a financial advisor with Ameriprise in Clearwater, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation to support its advisory process and emphasizes products from select affiliated fund families.

Anthony Battaglia is a CFP® professional with 20 years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses and is based in Clearwater, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions across a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets and provides discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Bethany Gonzalez is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She works with individuals, families, and businesses to develop wealth strategies and assist in making financial decisions. Her professional experience includes positions at Fidelity Investments starting as a Financial Representative in 2023, then as an Investment Consultant from 2024 to 2026. Prior to joining Fidelity, she worked as a Junior Financial Consultant at Florida Financial Advisors from 2022 to 2023.

Caroline Drew is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Raymond James, she held positions at Foundation Risk Partners and various service industry roles while pursuing full-time study. Raymond James & Associates is a 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 public entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Keith Elser is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and T. Rowe Price Investments. 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 provides wealth advisory planning and investment consulting to a diverse client base, including high-net-worth individuals, pension plans, corporations, charitable organizations, and government entities, delivering advice on a non-discretionary basis supported by an extensive affiliate network.

Grace Austin is a financial advisor with Raymond James Financial Services, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Raymond James since 2004 and also has a long-standing role with S.R.G. Amy's Hallmark. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.

Robert Wayland is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2022. Prior to this, he held roles at Kestra Advisory Services and KESTRA Investment Services. He is also the owner of several business entities, including Bull and Bear Wealth Management Partners, LLC, and Wealth Advisory LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, employing a range of investment strategies and platform arrangements tailored to client objectives.

Douglas Brigman is a financial advisor with Raymond James & Associates, holding a Series 63 designation and over 11 years of industry experience. He has been with Raymond James & Associates since 2008. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and government entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis, with specialized services including municipal and public finance advisory supported by an extensive affiliate network.

Andrew Winkler is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2006, Andrew has focused on assisting employers with the design and implementation of 403b and 401(k) retirement plans. His team also provides support on fiduciary best practices, plan design, and participant education. Additionally, Andrew works with individuals on developing wealth management strategies, providing investment advice, and guiding wealth transfer planning for multigenerational families. As of August 2026, the Cliborne Winkler & Associates team oversees approximately $770 million in assets and serves over 100 employer-sponsored retirement plan clients. Andrew is registered to practice in 26 states and is appointed with all major security exchanges. Andrew holds multiple professional designations, including Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor's degree from Florida State University. His team has been recognized by Forbes as a "Best in State Wealth Management Team" for 2023, 2024, and 2025, and Andrew has been named a "Best in State Wealth Advisor" by Forbes from 2022 through 2025. In addition to his professional work, Andrew is actively involved in his community. He serves as a board member for Man Up, which advocates for improvements in the foster care system and supports fatherless children, as well as the Clearwater Regional Chamber of Commerce, the Foundation of St. Petersburg College, and Leadership Pinellas. He has also served as past Vice Chairman of Success for Kids & Families in Tampa, Florida, and participates on the Planned Giving Committee for the Pinellas County Education Foundation. Andrew resides in Clearwater, Florida.

Ian Rice is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked for T. Rowe Price Advisory Services, Inc. from 2005 to 2019. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm provides wealth advisory planning, investment consulting, and institutional services to a diverse client base, including high-net-worth individuals, corporations, and government entities.

Alfred Caudullo is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Raymond James & Associates since 1998. He serves as a member of the University of South Florida Investment Committee, participating in quarterly meetings to oversee the university’s investment pools. Raymond James & Associates offers 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 also provides institutional consulting and manages wrap fee advisory programs.

Trevor Prince is a financial advisor at Raymond James & Associates with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets, LLC and The Wharton School. Outside of his advisor role, he manages Royal Iveagh Holdings LLC, a consulting business serving small companies, and is a passive investor in Origin Financial, an online financial platform. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and municipal entities, with a focus on non-discretionary planning and an extensive affiliate network supporting integrated custody and product sourcing.

Alexander Keim is a financial advisor with Raymond James Financial in Safety Harbor, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James in various capacities since 2016. Outside of his advisory role, he serves as president of Innovatier Inc., where he manages annual accounting and quarterly shareholder updates. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with an emphasis on tailored plans developed through detailed client interviews and firm research.