Eric Midili is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds Series 63 and Series 66 licenses and is based in Saint Petersburg, FL. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Sean Corey is a financial advisor with Merrill in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Bank of America and Merrill since 2011. Outside of his advisory role, he serves in legal capacities including executor and power of attorney for a private entity. Merrill, together 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 a range of model-based and discretionary investment strategies, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Cappelli is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked at Franklin Templeton Investments and Jotos Pizza Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutional clients, and nonprofit organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Keith Parrish is a financial advisor at Raymond James & Associates with two years of industry experience. He previously worked at Dynasty Financial Partners from 2022 to 2024 and has a Series 66 designation. Parrish's background includes a period as a caretaker for an ill family member. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Dean Pippio is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and 66 designations and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2003. Raymond James & Associates, Inc. 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 investors, pension and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Martin Mulligan is a CFP® professional with 32 years of industry experience. He is currently with LPL Financial and has worked previously at OSAIC, Payant Wealth Management Group, Sagepoint Financial, Inc., and FSC Securities Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

Alyssa Bui is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley since 2020, including roles at Morgan Stanley Private Bank, N.A. Prior to her finance career, she worked at Beachwood BBQ and Brewing and at California State University, Long Beach. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of services including estate planning and relationships with investment companies and private funds.

Misty Mcfarlane is a financial advisor with OSAIC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked at Signator Investors Inc for 10 years before joining Royal Alliance Associates, Inc., where she has been since 2018. Outside of her advisory role, she serves as President of Strategic Financial Partners, LLC, a firm involved in the sales and marketing of securities, investment advisory, and insurance products. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process centers on model-based asset allocation and portfolio optimization, with notable scale and complexity due to its affiliate network and private-equity ownership.

Thomas Mahowski is a financial advisor with Wells Fargo Clearing in Seminole, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His previous roles include positions at Citigroup Global Markets and Banc of America Investment Services. 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, managing approximately $671 billion in assets.

Brooke Bitzer is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, she worked at Benchmark International and held various roles in the hospitality sector. Morgan Stanley Wealth Management provides advisory programs for individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools.

Logan Wolf is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He previously worked at Raymond James Financial Services and has been affiliated with Bluewater Financial for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Evan Rush is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 66 and Series 63 licenses and nine years of industry experience. Prior to joining Raymond James in 2021, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2018 to 2021, and at T. Rowe Price Investment Services, Inc. from 2017 to 2018. 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 municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Brian Rimel is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James since 2015 and is also the owner of Mainsail Wealth Management. Rimel participates in consulting through L&E Consumer Research, a part-time engagement unrelated to investment advisory. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports its advisors with tools such as risk profiling and probability modeling, while maintaining specialized offerings in municipal and public finance.

David Channer is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at Morgan Stanley and has held various roles in marketing, community outreach, and youth sports organizations. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning and consulting through a range of portfolio management styles and affiliated research resources.

Alistair Flynn is a Wealth Management Advisor affiliated with the Carlson Group, a wealth management team at Merrill Lynch Wealth Management. He focuses on delivering wealth management planning, investment management, and custom credit strategies through Bank of America, N.A. Alistair mainly works with business owners, founders, and executives, with a strategic emphasis on exit strategies and liquidity events. His areas of expertise include executive compensation, family wealth management strategies, liquidity management, portfolio management services, and serving clients in sports and entertainment. Alistair is a CERTIFIED FINANCIAL PLANNER (CFP) and holds the Personal Investment Advisor (PIA) designation. He earned a Bachelor of Arts degree in Economics and Spanish Studies from Kenyon College and speaks both English and Spanish. Alistair has been recognized by Forbes in their "Top Next-Gen Wealth Advisors Best-in-State" lists, including the 2019 and 2025 editions. Outside of his professional work, he enjoys golfing, hiking, reading, running, playing soccer, and engaging with the community through volunteer activities. He resides in Downtown St. Pete with his wife, Natalie, and their son.

Anita Lemon is a financial advisor at Raymond James Financial with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Raymond James Financial Services since 2008. 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 using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Brittany Viviano is a Wealth Management Planning Consultant at Fidelity Investments. She has held various roles within the company since 2015, including Advanced Planning Analyst, Relationship Manager in Naples, Florida, and Financial Representative in both Naples, Florida and Covington, Kentucky. Her current roles include Wealth Management Planning Consultant and Advanced Planning Analyst. In her capacity as a Private Wealth Planning Consultant, Brittany works with High Net Worth clients to understand their concerns and objectives, assisting with the creation, modification, and execution of wealth planning strategies. Her experience spans multiple facets of wealth management and client relationship management within Fidelity Investments. Outside of her professional work, Brittany's personal interests include boating, cooking and baking, family activities, exploring food, caring for pets, and practicing yoga.

Christopher Frye is a financial advisor at Thrivent Investment Management in Clearwater, FL, holding a Series 66 designation with four years of industry experience. He previously worked at MetLife Inc. for nine years before joining Thrivent in 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning covering topics such as retirement, estate, and tax planning, delivered as either one-time or ongoing engagements without discretionary trading authority.

Danyell Munassi is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and nine years of industry experience. She has been affiliated with Raymond James since 2016 and is the owner of MarketMeGuru, LLC, a marketing business. Munassi is also a partner in MD Allen, LLC, an entity involved in managing inherited real estate. 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 and consulting with a range of portfolio management styles and affiliated research resources.

Peggy Cozine is a financial advisor with Cetera in Clearwater, FL, holding a Series 66 designation and 24 years of industry experience. She has worked at Cetera and affiliated entities since 2013 and also operates a tax planning and preparation business as an enrolled agent. Her additional activities include involvement in tax services separate from her investment advisory work. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account management.