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 career includes roles at Thrivent Investment Management and multiple divisions within Raymond James since 2015. Raymond James & Associates is a large, nationally recognized firm managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, advisory consulting, and municipal advisory services through a variety of portfolio management styles and affiliated research resources.

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 licenses and 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. He also holds a minority ownership stake in Tidewater Private Wealth Advisors, a wealth management firm based in Clearwater. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet specific net-worth criteria.

Jeffrey Smith is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market outlook models.

Christopher Spurgeon is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds a Series 66 designation and has 25 years of industry experience, all of which have been with Raymond James & Associates since 2000. 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, non-discretionary investment consulting, and institutional advisory 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. His prior roles include positions at Raymond James Financial Services and Morgan Stanley. Outside of his advisory work, he is a notary public in Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Jee Lee is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. He is also the owner of Kimchi, LLC, a family restaurant with no current responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

William Cronin IV is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. He previously worked at Morgan Stanley and has been involved in academic roles at Florida Atlantic University and the University of Central Florida. Raymond James & Associates 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, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services with an emphasis on non-discretionary, client-directed implementation.

Melissa Jaeger is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has been with Raymond James and Associates since 1999. Raymond James & Associates 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Ashley Matthews is a financial advisor at Raymond James & Associates with 5 years of industry experience and a Series 66 designation. She has been with Raymond James & Associates since 2012. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

David Oates is a financial advisor at Primerica Advisors with 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2002 and also has a longstanding role at S. O. R. Inc. since 1992. Outside of his advisory work, he drives part-time for DoorDash. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-based strategies managed by unaffiliated asset managers, supported by institutional custodians and overlay managers.

Philip La Freniere is a financial advisor at Raymond James & Associates with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at Oracle Cerner and several other firms. Outside of finance, he was involved with Coach Piper LLC, a swimming-related business. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser overseeing 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 solutions.

Thomas Harmon is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and 16 years of industry experience. He has been associated with various Raymond James entities since 2016. Raymond James Financial Services Advisors, Inc. serves a diverse client base that includes individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored financial planning and investment consulting using analytical tools and supports programs such as wrap-fee advisory and municipal finance services.

Brieanne Case is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. She has been with Raymond James & Associates since 2014 and Raymond James Financial Services since 2015. Raymond James & Associates, Inc. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide adviser network.

Weston Smith is a financial advisor with Stifel in Clearwater, FL, holding a Series 66 designation and nine years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.