Danyell Munassi is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and bringing nine years of industry experience. She has been with Raymond James since 2016 and is the owner of MarketMeGuru, LLC, a marketing business established in 2015. Munassi is also a partner in MD Allen, LLC, an entity involved in managing inherited real estate outside of her advisory role. 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 advisors. The firm serves a broad client base — including individuals, institutions, and government entities — offering wealth advisory planning, investment consulting, and specialized municipal and public finance services.

Amrou Kenjawi is a financial advisor with Merrill in Tampa, FL, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Salvatore Ricco is a ChFC® credentialed financial advisor with 39 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2009. Based in Tampa, FL, he also operates as an independent insurance agent through Ricco Wealth Partners, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, trusts, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals.

Akemi Bove is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving clients in the Tampa Bay area. Since beginning her career in financial services in 1997, she has focused on helping clients pursue personal financial goals, including education planning, retirement income, legacy planning, and strategies for executives, business owners, families, and divorcees. Her approach involves working closely with clients to develop personalized financial strategies aimed at turning their objectives into reality. Akemi holds a Bachelor's degree from Kwansei Gakuin University in Japan and has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation, as well as the Personal Investment Advisor (PIA) credential. She is a member of the CFP Board of Standards, Inc. and brings expertise in investment management, retirement planning, concentrated stock strategies, and tax minimization to her practice. Outside of her professional work, Akemi volunteers with Volunteer Way in her local community. She resides in Pasco County with her husband and two daughters. Akemi speaks both English and Japanese, and her personal interests include cooking, gardening, music, and reading.

Tablo Wright is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliates since 2016, as well as Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Josh Dunn is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Odessa, FL. His prior experience includes roles at PNC Investments and JPMorgan Securities LLC. 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, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, with a distinctive focus on non-discretionary advisory relationships.

Todd Sherman is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as CEO of The Patriot Fund, a nonprofit organization based in Tierra Verde, Florida. 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 and investment consulting services to a broad client base, including individuals, institutions, and municipalities, and is known for its integrated approach combining financial planning, research, and municipal finance capabilities.

Michelle Evanich is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 21 years of industry experience. She has been with Raymond James & Associates since 2015. 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 also offers institutional consulting and sponsors wrap fee advisory programs.

Noel Sherry is a financial advisor at LPL Financial with 44 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with LPL Financial since 2009. Outside of his advisory role, he is involved with The Non-Ordinary Therapy Group, which provides marriage and family therapy services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing a range of portfolios and research resources.

James Donoghue is a CFP® professional with 22 years of industry experience, currently serving at Ameriprise since 2012. He holds leadership roles outside of advising, including president and CEO of Insights by KJJD, which operates his Ameriprise team office. Donoghue is also involved in community service as a board member of the Clearwater Marine Aquarium and participates on local municipal advisory committees in Dunedin, FL. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional provider.

Joseph Weaver is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Raymond James and its Trust Company division since 2011. Weaver serves as a subcommittee member of the Trust and Wealth Management Executive Committee at the Florida Bankers Association. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with capabilities in both retail and institutional advisory services, including public finance and municipal work.

Douglas Hicks is a Senior Financial Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He serves as a member of the OHP Wealth Management Team, focusing on managing personalized and defined investment strategies on a discretionary basis. His professional background includes roles as a branch manager and financial advisor, bringing extensive industry experience to his current position. Mr. Hicks has 30 years of experience in financial services, with expertise in areas such as college education planning, executive compensation, family wealth management strategies, institutional investment consulting, and retirement income planning. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Missouri. Raised in St. Petersburg, Mr. Hicks graduated from Shorecrest Preparatory School. Outside of his professional work, he participates in boating, fishing, golfing, and tennis.

Paul Mahfouz is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he manages a rental real estate property in Wesley Chapel, 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 also offers institutional consulting and public finance services.

Rebecca Leary is a financial advisor at Morgan Stanley in Tampa, FL, with 22 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, following a two-year tenure at Invest Financial Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Angela Wright is a CFP® and holds a Series 66 designation with 22 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Edvards Repins is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, and Horizon Investments. 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 also offers wrap fee advisory programs and institutional consulting, with notable capabilities in public finance and municipal services.

Diane Taylor is a CFP® with 31 years of industry experience, currently advising clients at Wells Fargo Advisors since 2022. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as trustee for multiple family and estate trusts and owns Susampad, Inc., reflecting involvement in estate planning and investment-related activities outside her advisory role. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include complex and specialized financial needs.

Michael Cohen is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2008. 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 also offers wrap fee advisory programs and institutional consulting, with a particular focus on public finance and municipal work.

Paul Cockman is a financial advisor with Wells Fargo Advisors in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at LPL Financial and J.J.B. Hilliard, W.L. Lyons, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations, with clients having flexibility in implementation through various brokerage or advisory programs.

Honor Rodgers is a Series 66-licensed financial advisor with Raymond James & Associates, based in Seminole, FL, with eight years of industry experience. She has worked at Raymond James since 2017 and previously spent eight years with Alliance Commercial Group. She serves as a trustee and successor trustee for a family trust. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships.