Thomas Moriarty is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He worked at Signator Investors, Inc. for two years before joining OSAIC in 2018. Moriarty serves on the Finance Council of the Diocese of St. Petersburg as a nonprofit member advising the Bishop. OSAIC serves a broad mix of individual and institutional clients through a large network of affiliated advisors and multiple platforms. The firm offers integrated brokerage and advisory services with portfolio construction tools and access to third-party managers, supporting both discretionary and non-discretionary accounts.

Maria Bollo is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. 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, non-discretionary investment consulting, and specialized municipal advisory services.

Nicholas Linder is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank since 2021. His prior experience includes roles at YCOM Inc and involvement with Indiana University’s Kelley School of Business. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by advanced modeling tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Andrew Kocisky is a financial advisor at Edward Jones in St. Petersburg, FL, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Craig Brolin is the Vice President and Branch Leader at Fidelity Investments. In his role, he is responsible for decisions that impact branch effectiveness, market growth, and the success of the team. He develops and leads strategies to support branch associates in helping clients plan for their financial futures. Craig has extensive experience in the financial services industry, having held multiple positions at Fidelity Investments since 2006, including Branch Office Manager, Vice President and Senior Account Executive, and Financial Planning Consultant. Prior to that, he worked at M&I Financial Advisors as a Regional Sales Manager and held various roles at Charles Schwab from 1993 to 2004. He also worked briefly as a Financial Consultant at Merrill Lynch in 1993. He considers himself a student of the markets and has a passion for financial planning concepts, which he enjoys discussing with clients to understand how these relate to their personal goals.

Patricia Hamblen is a financial advisor with Merrill in Saint Petersburg, FL, holding Series 63 and Series 65 licenses with 37 years of industry experience. She has worked at Merrill since 1999 and Bank of America since 2011. Outside of her advisory role, she is a power of attorney for Global Hospitality Marketing Link, a for-profit S-Corp. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Cherry is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 13 years of industry experience. She previously worked at T. Rowe Price Investment Services, Inc. before joining Raymond James in 2019. 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 municipal advisory services.

Jewmanna Mehasen is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2021. Prior to that, she worked at JPMorgan Chase Bank, N.A. and has held positions outside the financial industry, including roles at Sephora and Nordstrom. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and applies an ESG eligibility framework when recommending investment strategies.

Andrew O'Neil is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. 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, institutional clients, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Edward Long is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 15 years of industry experience. He previously worked seven years at Morgan Stanley Private Bank before joining Raymond James in 2019. 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, institutions, pension and profit-sharing plans, and charitable organizations, providing financial planning, investment consulting, and institutional fiduciary services.

Joseph Novak is a Series 66-credentialed financial advisor at Raymond James & Associates with seven years of industry experience. He has worked with Raymond James Financial Services, Inc. since 2020 and also has involvement with Admiral Farragut Academy and St. Petersburg Aquatics. 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 specialized municipal advisory services.

Kostas Mattis is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, where he has worked since 2007. He has 13 years of industry experience. 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, institutional clients, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network and a range of portfolio management styles.

William Kastin is a Financial Advisor at Merrill Lynch Wealth Management. He is dedicated to assisting clients and their families in making important financial decisions with clarity and confidence. By providing personalized advice and thoughtful planning with a long-term perspective, he helps clients pursue their financial goals, protect their assets, and focus on what matters most to them. William holds a Bachelor's Degree from St John's University.

Donald Phillips Jr. is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He previously worked at T. Rowe Price Investment Services for 13 years before joining Raymond James in 2019. 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 investment consulting through various advisory programs.

Katie Bramley is a CFP®-certified financial advisor with four years of industry experience. She is currently with Charles Schwab in St. Petersburg, FL, where she has worked since 2020, including time with Charles Schwab Bank. Prior to this, she held roles at Independent Financial Partners and Wasmer Schroeder. Outside of finance, she has experience working in the restaurant industry. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships with access to affiliated discretionary SMAs, using multi-asset model portfolios, alternative investment due diligence, and centralized operational support.

Michael Polacek is a financial advisor with LPL Financial in Clearwater, FL, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., and running Polacek Capital Management. Outside of advisory work, he serves as a boys basketball referee with IAABO Board 38 in Clearwater. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by research and operational tools while overseeing extensive discretionary assets and a large network of advisors.

Monte Kuhnert is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 34 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. He is the owner of KUHN SQUAD, LLC, a separate investment-related business. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and incorporates research and analytics from internal and external sources in its investment approach.

Heather Schaul is a financial advisor at Raymond James Financial with 20 years of industry experience. She has been associated with various Raymond James entities since 2013 and previously worked at Webster University for 12 years. Schaul holds a Series 66 designation. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Carrie Harth is a financial advisor with LPL Financial in Largo, Florida, holding a Series 66 credential and 12 years of industry experience. She has been with LPL Financial since 2014. Outside of advisory work, she is a notary public in the state of Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools.

Jared Sanders is a CFP®-designated financial advisor with 11 years of industry experience, currently serving at Raymond James & Associates since 2018. Prior to joining Raymond James, he worked at T. Rowe Price from 2014 to 2018. 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 individuals, institutional clients, and various organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.