Ian Beresford is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2008 and is currently based in St. Petersburg, Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools and maintains unique offerings such as municipal advisor affiliation and SIMPLE IRA Employer Advisory & Consulting Services.

Cameron Cobb is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley, he worked at 717 Parking Enterprises and has a background in education, having taught at the University of South Florida, Wharton High School, and Liberty Middle School. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning using firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that include corporate financial planning agreements and various investment and planning strategies.

Katherine Borja Abeja is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL, bringing nine years of industry experience. She has been with Morgan Stanley since 2017, following a one-year tenure at TD Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools to develop tailored strategies.

Benjamin Bristol is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he was associated with Gradient Securities LLC and has held diverse roles at organizations including the University of North Dakota and MarineMax. Raymond James & Associates is a large firm that serves a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Matthew Harring is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Harring owns an IT consulting business that provides services to small medical offices. 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, institutions, pension plans, nonprofits, and municipal entities, offering financial planning and consulting through various advisory programs and solutions.

Kevin Hackett is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. His career includes multiple roles within Wells Fargo entities and a brief tenure at Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and combines research from its investment institute with third-party analytics to support diversified investment approaches.

Adam Palmer is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 63 designation and 29 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Palmer serves on the board and finance and investment committees of the Tampa Metropolitan Area YMCA. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by proprietary tools.

Justin Brolin is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation and with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Your Boat Club and held various positions in local government and education. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery tools and firm-approved methodologies.

Taylor Keiderling is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining Raymond James in 2022, he worked at Morgan Stanley from 2018 to 2022 and at T. Rowe Price in 2017. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Diane Enterlein is a financial advisor with LPL Enterprise based in Tampa, FL, holding Series 63 and Series 66 credentials and over 23 years of industry experience. Her career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, ClearPath Advisory Group, American Integrity, Rodan And Fields, and Allstate Insurance Company. 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, access to model wealth portfolios, third-party asset management, and brokerage and insurance products, leveraging a platform that integrates adviser programs with active financial product sales.

Maureen Atieno is a Financial Consultant currently working at Fidelity Investments, a role she has held since 2022. Prior to this, she served as a Planning Consultant at Fidelity Investments from 2021 to 2022, and as a Financial Advisor at Morgan Stanley from 2013 to 2021. Throughout her career, Maureen has focused on partnering with clients to provide relevant tools and proactive guidance aimed at helping them gain and maintain confidence in their financial decisions. She emphasizes accountability and works alongside clients to support their financial well-being. Maureen's personal interests include fitness, motorcycles, parenthood, reading, traveling, and volunteering.

Diana Persaud is a financial advisor with LPL Financial in Tampa, FL, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. She has been with LPL Financial since 2012. Outside of her advisory role, she is involved in non-variable insurance products, including health, dental, and Medicare insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by in-house and third-party research, and provides both discretionary and non-discretionary management options.

Daniel Regner is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He has worked at Raymond James & Associates since 2016 and previously at Franklin Templeton Distributors from 2014 to 2016. 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Lisan Burney is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and two years of industry experience. Before joining LPL Enterprise and Prudential Advisors in 2025, she worked at First Command Brokerage Services, First Command Advisory Services, and First Command Insurance Services. Burney is also involved as a board member of the Veterans of Foreign Wars Post 8116 and volunteers with Accelerate/Ascend Brevard. 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, access to model wealth portfolios, third-party asset management, and a broad range of brokerage and insurance products through its integrated platform.

Paul Finocchiaro is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. His prior roles include positions at C2P Capital Advisory Group, Centrus Financial Strategies, Southshore Financial Planning, and Zeiders Enterprises. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform supporting both advisory and brokerage services.

Chase Mc Lendon is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 63 designations and five years of industry experience. He has worked at Raymond James since 2022 and previously at Trinity Wealth Securities L.L.C. and Florida Financial Advisors. Prior to his advisory career, he held positions at the American Automobile Association, Celine, Ultimate Staffing, and the University of Central Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored non-discretionary planning using analytical tools and supports clients through advisory programs and partnerships, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Michael Smelyanskiy is a financial advisor with Fisher Investments, holding a Series 65 designation and four years of industry experience. Prior to joining Fisher Investments in 2022, he held roles at DoorDash and Indiana University. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates through a centralized investment process.

Charles Bauder is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Raymond James Financial since 2019 and Raymond James & Associates since 2015. Outside of his advisory role, Bauder is a managing member of LifeWC Investments LLC, a personal investment venture focused on a World Of Beer franchise. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Shane Workman is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Bank of America, Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, PSI Advisors, LLC, and LPL Financial LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model‑based and discretionary strategies for a variety of individual and institutional clients, utilizing internal and third‑party investment approaches.

Kyle Melear is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Valdes Group. He focuses on investment and economic analysis and client relationship development, working closely with business owners and high-net-worth individuals to develop customized, goals-based wealth management strategies. Kyle conducts diligent research of market and economic trends aligned with his clients' financial needs and objectives. Before joining Merrill in 2017, Kyle worked as an analyst for an asset management firm specializing in real estate, private equity, and credit investments. His work has been recognized through inclusion in Forbes' "Best-in-State Wealth Management Teams" list, ranking #1 in North Florida for two consecutive years, the "Top Next-Generation Wealth Advisors Best-In-State" list in 2023, and "America's Top Wealth Management Teams Private Wealth" list, ranking #13 in 2023. Kyle holds a Bachelor of Science in Finance and Business Management from Florida State University and holds Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Outside of his professional responsibilities, Kyle enjoys spending time outdoors and engaging in community activities. He resides in Tampa with his wife, Erin, and daughter, Grayson.