Shane Workman is a financial advisor with Merrill based in Saint Petersburg, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Bank of America, Transamerica Investors Securities Corporation, and LPL Financial LLC. 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 for individuals, high-net-worth clients, and institutional accounts.

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.

Rachel Hodges is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds a Series 63 designation and previously worked in roles at Travis Mathew, Lucky Brand Jeans, the New York Yankees, and Abercrombie & Fitch. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Mark Malone is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 credentials. He has 32 years of industry experience, including prior roles at Merrill and Bank of America. Malone has been with J.P. Morgan Securities since 2017 and also works with JPMorgan Chase Bank NA and MCAO, LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services delivered by select Wealth Advisors and operates within a broader organization that includes security-based swap dealer and futures commission merchant registrations.

Tyler Plunkett is a financial advisor at Morgan Stanley with a Series 66 designation and approximately six years of industry experience. His prior roles include positions at Ameriprise and Frank Girard Wealth Management. Outside of finance, he has experience with Elegant Valet Services and worked at the University of Tampa. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques.

Todd Austin is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley since 2011, including time at Morgan Stanley Private Bank. Todd is a partner in several investment-related LLCs based in Tampa, Florida, involved in property management and investment interests. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

David Kirk is a CFP® professional with 28 years of industry experience, currently serving at Raymond James Financial Services Advisors since 2009. He is based in St. Petersburg, FL, and also owns Kirk Wealth Group and KIRK WEALTH MANAGEMENT LLC, which he uses for business purposes. Raymond James Financial Services Advisors serves a diverse client base including individuals, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Tracey Manzi is a CFA® charterholder with 17 years of experience in the financial industry. She is currently an advisor at Raymond James & Associates, where she has worked since 2021. Prior to joining Raymond James, Manzi was with Cammack LaRhette Advisors, LLC for eight years and spent a year at CapFinancial Partners, LLC (CAPTRUST). Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, offering wealth advisory planning and investment consulting through a range of programs and a non-discretionary advisory approach.

John Schoppe is a financial advisor with Raymond James Financial Services, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Raymond James since 2007. Outside of his advisory role, he is an author and owns businesses focused on consulting for process improvement and technology integration, as well as a golf-related content and product review enterprise. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client interviews and risk profiling.

Brandon Condori is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2024. Prior to joining Fidelity, he gained experience at several firms including Ahmed Shiil and Building and Land Technology. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Adam Parks is a financial advisor with Cambridge Investment Research Advisors in Clearwater, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of his advisory role, Parks is an equity partner at Turner and Associates and owns a tax services business, Trinity Tax Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through independent Financial Professionals using various portfolio management and wrap-fee programs.

Brenton Matzek is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Fisher Investments, and Walser Wealth Management Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships and event-driven services such as divorce and estate settlement planning.

Aaron Sanchez is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 18 years of industry experience. His prior work includes positions at Bank of America and Merrill Lynch. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to 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 focus on public finance and municipal work alongside its retail advisory services.

Jessica Navas is a Series 66-licensed financial advisor with Edward Jones, based in St. Petersburg, FL, and has one year of industry experience. She has been with Edward Jones since 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 financial advisors and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Derek Hernandez is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Timothy Walsh is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. Based in St. Petersburg, FL, he works within a large institutional firm known for integrating brokerage and advisory services. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and investment advisory solutions. The firm combines institutional trading capabilities with wealth management, providing services such as fee-based financial planning, portfolio management, and access to proprietary research and capital markets resources.

Matthew Todd is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as a director for the Old Dominion University Athletic Foundation. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm provides wealth advisory planning and investment consulting to individuals, institutions, and government entities through comprehensive planning and non-discretionary investment recommendations.

Alejandra Benavides Morin is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. She previously held roles at Fidelity as a Planning Consultant from 2021 to 2023, and has experience as a Wealth Management Consultant at U.S. Bancorp Investments from 2019 to 2021. Alejandra began her financial advisory career at First Command Financial Planning in 2018. Her work focuses on developing financial strategies tailored to clients' individual goals and circumstances, utilizing Fidelity's technology and planning resources to provide clear and straightforward guidance. Alejandra holds a California Insurance License. Outside of her professional endeavors, she enjoys various outdoor activities including board games, camping, hiking, kayaking, outdoor adventures, and swimming.

Christine Urban is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending.

James Mussio Jr. is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Charles Schwab in 2022, he worked at TD Ameritrade for 14 years. Outside of his advisory role, he is co-owner of Desert Sage Records LLC, where he is involved in creative writing, including poems, music lyrics, and scripts. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services with a focus on multi-asset model portfolios and access to both non-discretionary and discretionary investment options.