Barry Cantrell II is a financial advisor at Edelman Financial Engines with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2016, following a year at Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Marc Avadikian is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on providing a comprehensive approach to wealth management that starts with listening to clients' needs and understanding their individual goals. He leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of his clients' financial lives. Marc’s areas of expertise include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, portfolio management, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and draws on his professional experience to deliver service aimed at helping clients achieve their personal and financial objectives. He grew up in Florida and continues to reside there. Marc earned a Bachelor’s degree from the University of South Florida, an Associate’s degree from Pasco Hernando Community College, and a high school diploma from Zephyrhills High School. Outside of his professional life, he enjoys adventure sports, basketball, fishing, football, running, skiing, soccer, table tennis, traveling, and spending time with his family.

Stephen Platt is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James and its affiliates since 2016, following a prior role at Edward Jones. Outside of his advisory work, Platt hosts a small interview podcast called Know It Some, which is beginning to accept advertisers. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, using comprehensive risk profiling and firm research to tailor recommendations.

John Arroyo is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at E*Trade Securities LLC and involvement with Oneblood and The Columbia Restaurant Group. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate-sponsored financial planning services.

Sara Price is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Bank of America, Merrill, and the Advanced Hand and Plastic Surgery Center. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Mevoli is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL, holding a Series 65 designation and one year of industry experience. He has been involved with several firms, including Goodrich Wealth Management and Lexfinn Capital LLC, and owns Cross Stone Management LLC, where he manages financial records for tax filings. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering tailored financial planning and non-discretionary investment consulting through various account types and external manager relationships. The firm’s advisory business is notable for its substantial non-discretionary asset management and extensive affiliate network supporting municipal and institutional clients.

James Stevenson Jr. is a financial advisor at Edward Jones in Clearwater, FL, holding Series 63 and Series 66 designations with 18 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Level Four Advisory Services and LPL Financial from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branches across the United States.

John Larkin is a financial advisor at LPL Financial with 20 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Larkin has worked at LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Steven Morrison is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Morgan Stanley and Transamerica. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Khanh Lowery is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and also owns and operates Lowery, Weldon & Company, CPAs, PA, a CPA firm he has been involved with since 1984. In addition to his advisory role, he is active in promoting HSA health plans and serves as an Ameritas insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of investment advisory services to individual, corporate, charitable, and institutional clients nationwide. The firm provides access to multiple portfolio management options and third-party money managers, operating a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Ardon Currie is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2017, following a one-year tenure at Franklin Templeton Investments. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to a broad client base including individuals, pension plans, corporations, and government entities, delivering advice on a non-discretionary basis supported by a range of integrated affiliate services.

Michael Rodenburg is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at Raymond James Financial Services, LPL Financial, EF Legacy Securities, and Edelman Financial Services. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, delivering non-discretionary advice supported by an extensive affiliate network and municipal finance capabilities.

Armando Elias is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 66 and Series 63 licenses and one year of industry experience. His prior experience includes roles at Morgan Stanley and J.P. Morgan Chase. Before entering the financial industry, he worked in the fitness sector and held positions in educational institutions. Raymond James & Associates is a dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $500.956 billion in assets. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and municipal entities, offering non‑discretionary financial planning and portfolio recommendations supported by a broad affiliate network.

Brandy Hoiler is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, with a centralized consulting team supporting advisors in delivering these recommendations.

Joseph Mccoy is a Series 66 credentialed financial advisor with 40 years of industry experience. He has worked at Prudential Insurance Company of America since 1986 and joined LPL Enterprise in 2024. He is based in St. Petersburg, FL. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, and third-party asset management, utilizing an integrated platform that combines advisory programs with other financial products including insurance.

James Mckaveney is a financial advisor at Morgan Stanley with 38 years of industry experience. His previous roles include positions at UBS Financial Services from 2008 to 2022 and Morgan Stanley Private Bank since 2022. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he is involved with McKaveney's Amazing Grace LLC, which operates in the hospital and healthcare sector. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services. The firm employs structured planning tools and models to assist clients, managing approximately $2.74 trillion in client assets.

Evan Ansted is a financial professional with LPL Enterprise, holding a Series 66 designation and beginning his industry career in 2025. His background includes roles at American Broadband and Yark Automotive, as well as academic experience at the University of Tampa. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, consulting, model portfolios, third-party asset management, and access to a range of brokerage and insurance products through its integrated platform.

Sergio Arango is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and with four years of industry experience. He previously worked at Wells Fargo Bank before joining Merrill and Bank of America in 2021. Arango serves on the Tampa Bay Chamber’s Emerging Leaders committee, which focuses on professional development and community outreach for young professionals in the region. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Maximillian Peddie is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management with over half a decade of experience in the financial industry. He works with clients to deliver a range of financial products and services, helping them pursue personal and family financial goals through tailored investment strategies and portfolio management. Maximillian's areas of expertise include executive compensation, personal retirement planning, portfolio management services, small business strategies, special needs planning strategies, tax minimization, retirement income, and services for endowments, foundations, and non-profits. He holds a Bachelor's Degree from the University of New Mexico and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Born and raised in Texas, Maximillian currently resides in Tampa, Florida. He is a member of Business Networking International and is involved in the Dunedin Stirling Soccer Club. Outside of work, he enjoys adventure sports, boating, camping, dancing, fishing, golfing, hunting, soccer, and spending time with his family.

Keith Kunzig is a financial advisor with Ameriprise in Largo, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, Kunzig participates in local charity events and is recognized as a local celebrity Buccaneer fan. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored retirement planning through a centralized consulting team.