Jordan Boudreau is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and with three years of industry experience. His prior roles include working at E*Trade Securities and involvement in the transportation sector as a contractor for Doordash. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services that utilize firm-approved tools and methodologies.

Robert Fleming is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at VOYA Financial Advisors and Cetera Wealth Services, LLC. Fleming operates an independent insurance agency as a side business. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to various investment strategies and program options.

Janine Stubbs is a CFP® with 26 years of industry experience, currently affiliated with Osaic Wealth Inc. She has previously worked at VALIC Financial Advisors and Agia. Outside of advisory work, she co-owns a vacation rental property and operates an insurance agency providing annuity and insurance solutions. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients through a wide network of advisors and multiple platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various investment vehicles.

Nader Shehub is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at the University of California Riverside and Ozmi Medical Solutions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Anders Bergmann is a financial advisor at Raymond James & Associates with nine years of industry experience and holds the Series 66 designation. He has worked at Raymond James Financial Services since 2018 and previously at INVEST Financial Corp. from 2015 to 2018. Bergmann is also involved with the Cathedral Church of St. Peter and Epiphany of Our Lord Roman Catholic Church. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Theresa Bursey is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, where she spent a total of 10 years. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

William Longest is a CFP® and ChFC® affiliated with Raymond James & Associates, with nine years of industry experience. He has worked at Raymond James Financial and related entities since 2019 and previously held roles at Bank of America and Merrill Lynch. Longest also maintains a self-employed practice since 2013. 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 with a range of portfolio management styles and affiliated research.

Sebastian Baraybar is an advisor with LPL Financial in Tampa, FL, holding a Series 66 designation. He has experience working at LPL Financial since 2026 and has held roles at Skyway CPA, the City of Saint Petersburg, Advanta IRA, and the University of South Florida. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

John Macpherson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and over 23 years of industry experience. He has been with Raymond James since 2006 and also assists with a family-owned flower and gift business, Sharen's Flowers & Gifts. Raymond James & Associates is a large SEC-registered investment adviser and broker-dealer 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.

Keith Robinson is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 licenses and with 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He also serves as a trustee and co-trustee for a trust in Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a planning process that includes firm-approved tools and scenario modeling.

Naomi Abrams is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 20 years of industry experience. She previously worked at RBC Capital Markets Corporation for 13 years before joining Raymond James in 2017. Outside her advisory role, she serves as a successor trustee and occasionally assists with administrative tasks for a family-owned business. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a range of portfolio management styles, supported by firm research and affiliated sub-advisers.

Kevin Whittington is a financial advisor with Charles Schwab & Co., Inc. in Tampa, FL, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at USAA Investment Management Company, USAA Financial Advisors, and Morgan Stanley. He serves as a board member of Deuce Scoreboards, LLC, a company involved in sports and physical recreation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and a centralized operational structure.

Michelle Carothers is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and having 36 years of industry experience. She has been with Raymond James & Associates since 1988. 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 and pension plans, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Noah Chaberek is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Murphy's Taproom and Carriage House and has served as a marketing specialist and advertising professional in a general contracting and roofing business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Laurie Flynn is a Series 66 licensed financial advisor with Morgan Stanley in St. Petersburg, FL, bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning through its Financial Advisors and Estate Planning Strategies Group. The firm utilizes structured planning tools and comprehensive market analysis while managing approximately $2.74 trillion in client assets.

Daniel Bare is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at T. Rowe Price for five years before joining Raymond James in 2018. Outside of his advisory role, he owns a retail arbitrage business on eBay. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning and non-discretionary investment consulting, utilizing multiple portfolio management styles supported by extensive research and specialized advisory services.

Wade Kornblith is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he serves on the Board of Directors for the Chateau on White Sands Homeowners Association and is a partner in Trident Hospitality Group, a restaurant management business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor portfolio management and financial planning services. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and fiduciary services.

Christian Williams is a financial advisor with LPL Enterprise in Tampa, FL, holding Series 65 and Series 66 licenses and one year of industry experience. Prior to joining LPL Enterprise, he worked at Citi Bank and McAdam LLC, and he has a background that includes time at the University of Miami and Circles Waterfront Restaurant. Williams is also the owner of 4Good Consulting LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Hunter Burnette is a financial advisor with Raymond James & Associates in Largo, FL, holding the CFP® designation and Series 65 and 63 licenses. He has three years of industry experience, including prior roles at Jaffe Tilchin Investment Partners and the University of South Florida. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Eckardt is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 27 years of industry experience. He has been with Raymond James & Associates since 1995. 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 investors, and charitable organizations, offering financial planning and investment consulting services through various advisory programs and an affiliated municipal advisory practice.