Kristine Bergin is a financial advisor with Raymond James Financial Services Advisors Inc. She holds Series 63 and Series 66 designations and has 28 years of industry experience. Her work history includes nine years at Raymond James and four years at GF Investments/Global Financial Private Capital, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services including municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Heather Sickler is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 designations and possessing 17 years of industry experience. She previously worked at SunTrust Bank and SunTrust Investment Services from 2012 to 2016 before joining Wells Fargo in 2017. Outside of her advisory role, she operates an online business selling handmade and decorative items. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Thomas Berry is a financial advisor with LPL Financial in St. Petersburg, FL, holding a Series 66 license and 11 years of industry experience. He previously worked at Longview Wealth Advisors, LLC, and Waddell & Reed, Inc., and has been involved in managing businesses under the Thaxter Walton Financial brand. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports its advisors with research, model portfolios, and diverse investment options while operating at significant scale with over 22,800 advisors and $819 billion in discretionary assets.

Hilary Wynn is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, CapFinancial Securities, and Wells Fargo Advisors. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Abbott is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 22 years of industry experience. He has worked with Raymond James Financial, Inc. and Raymond James & Associates since 2003. 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, high-net-worth clients, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

William Brooks is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he serves as a relationship manager for high net worth clients and corporations, with a focus on private banking, investments, banking, and lending issues. William has over 22 years of experience in the financial services industry, having begun his career in 1992. He holds a bachelor's degree from Florida State University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). William was named to the 2023 Forbes “Best-in-State Wealth Management Teams” list as a member of the Cotton, Brooks and Associates team. William is a lifetime resident of Pinellas County. Outside of his professional work, his personal interests include boating, fishing, and running.

Trevor Bennett is a CFP® professional with 11 years of industry experience, currently advising at Raymond James & Associates. His prior roles include positions at Fisher Investments, Bank of America, Merrill, and AXA Advisors. He is also co-CEO and partner of TradeWorks AI, where he focuses on product development, management, marketing, and sales. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers a range of financial planning and consulting services supported by diverse portfolio management strategies and affiliated research.

Ling Lin is a financial advisor at Morgan Stanley with six years of industry experience. Prior to joining Morgan Stanley in 2019, Lin worked for three years at the Laser Spine Institute. Lin holds a Series 66 designation and is based in Tampa, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Shaker Sherif is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with MassMutual Life Insurance Company and Principal Life Insurance Company since the late 1990s. Outside of his advisory role, Sherif owns Sherif Financial Group, which focuses on health insurance sales. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars structured as annual, collaborative client engagements.

Laura Hickman is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bank of America, Keybank, and their affiliated investment services. Outside of her advisory role, she is an independent representative for a cosmetics business in Florida. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Veronika Rigsbee is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Her prior work includes five years at First Command and a year at Fifth Third Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Kevin Lopez is a CFP® with seven years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior experience includes roles at Fidelity Brokerage Services, Charles Schwab, Morgan Stanley, and Global Financial Private Capital. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that incorporates Vanguard funds and ETFs with tax-aware and customization features.

Joseph Hong is a financial advisor with Morgan Stanley in Tampa, FL. He holds a Series 66 designation and has been with Morgan Stanley since 2024. Prior to joining the firm, he worked in various roles outside the financial services industry, including positions at Total Quality Logistics, Masa Tallahassee, BJ's Brewhouse, Potbelly's, Sam's Club, and Freedom High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, serving clients through both direct individual plans and corporate financial planning agreements.

Glenn Hudson is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 1995. Raymond James & Associates 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, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Gabriel Hooven is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. He has held various roles, including positions at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as prior experience in the United States Navy. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary guidance and access to discretionary separately managed accounts, integrated with brokerage, custody, and other investment services.

Tara Clark is a Series 66-credentialed financial advisor with 21 years of industry experience, currently with OSAIC since 2018. She previously worked at Signator Investors and has been involved with GFA Financial Group for over 20 years, where she also sells term and universal life insurance. Outside of her advisory role, she co-owns a beach villa in St. Petersburg, Florida. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization tools.

John Bowman is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at several Raymond James entities since 1997 and previously served with JWB Holdings LLC. Outside of advising, he serves on a FINRA arbitration panel and acts as an executor of estates for family and friends. Raymond James & Associates oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and consulting services that are typically non-discretionary, utilizing various portfolio management styles and firm research, with notable capabilities in municipal advisory and related market-making activities.

Rockcliff Christie is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Prudential Insurance Company of America, Pruco Securities, and Primerica Advisors. He is based in Tampa, FL. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Daniel Lacroix is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2016. His prior experience includes roles at Advised Assets Groups, LLC, and GWFS Equities, Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors, charitable funds, and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across multiple asset classes.

Liane Hansen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 31 years of industry experience. She has held positions at several firms, including Fidelity Investments, Truist Advisory Services, BB&T Securities, and PNC Wealth Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for managing model portfolios and its advisory role to multiple registered investment companies.