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.

Hyoung Kim is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Georgetown University, Rise Community Capital, and Burr & Forman, LLP. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning services. The firm’s process uses structured discovery conversations and firm-approved tools to develop plans, managing approximately $2.74 trillion in client assets.

Mark Sochinsky is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 25 years of industry experience. He previously worked at Raymond James for 22 years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Pierce Smith is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to develop investment strategies tailored to their short-, mid-, and long-term financial goals. He assists clients with general investing, retirement planning, and saving for unforeseen expenses, and provides access to Bank of America specialists for banking, credit, home financing, and small business services. Pierce focuses on areas including education planning, executive compensation, family wealth management strategies, legacy planning, portfolio management services, tax minimization, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of South Carolina System. He emphasizes ongoing guidance to help clients adapt their financial plans as their circumstances evolve. Outside of his professional work, Pierce is involved with the Pelican Golf Club and Ybor Chamber of Commerce and participates in community activities such as Habitat for Humanity. His personal interests include golfing, pickleball, skiing, surfing, and traveling.

Richard Lundahl is a financial advisor at Edward Jones in Tarpon Springs, FL, with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, Lundahl serves as president and chief operating officer of a holding company established for a commercial and residential building project in Odessa, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Matthew Coffey is a CFP® with 13 years of experience at Raymond James Financial Services Advisors, Inc., based in Tampa, FL. He holds Series 66 registration and has worked with Raymond James since 2013. Outside of his advisory role, Coffey is a partner in MedicareSIP, where he participates in strategic development and investment. 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 investors. The firm offers tailored, non-discretionary planning and consulting, supported by advanced analytical tools and a range of advisory programs.

Albert Lewis Jr. is a financial advisor with Ameriprise in Seminole, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients approaching or in retirement, providing written Recommendation Reports and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.

Jared Barclay is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop and maintain comprehensive financial plans. His role focuses on aligning financial strategies with clients' unique goals and aspirations. He has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2025. Prior to joining Fidelity, Jared worked as a Customer Service Specialist at TD Ameritrade from 2018 to 2019. Outside of his professional work, Jared has interests in baseball, fitness, football, and traveling.

Alaina Butler is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and has worked with various Raymond James entities since 2019. Outside of finance, she was involved with True Grit Fit in 2019. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Chucri Chucri is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Prudential Insurance Company of America since 2009. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines investment management with insurance and lending products.

Frank Sierra Jr. is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 27 years of industry experience. He has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions. The firm offers tailored financial planning services supported by structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Stephanie Abee is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds a Series 66 designation and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of her advising role, she is the managing member of a design consultation firm, Devan, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a range of portfolio management and model-based solutions tailored to client objectives.

Marvin Andringa is a financial advisor at OSAIC with 54 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at Royal Securities Company for 35 years and Signator Investment Inc. for one year. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of portfolio construction tools and supports multiple advisory platforms, including third-party money managers and managed-account solutions.

Christopher La Rue is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at USAA Financial Advisors and EXP Realty. Outside of his advisory work, he is also active as a residential real estate sales agent. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities, offering comprehensive financial planning and investment consulting with various portfolio management styles and municipal advisory services.

Richard Glazier III is a financial advisor at Wells Fargo Clearing in Tampa, FL, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Steven Moffat is a Financial Consultant at Fidelity Investments, a position he has held since 2018. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2016 to 2018. His professional experience also includes serving as Director of Investment Operations at Northwestern Mutual from 2015 to 2016, Financial Advisor at USAA from 2013 to 2015, and working with the Personal Services Group at T. Rowe Price from 2011 to 2013. As a Certified Financial Planner (CFP®), Steven collaborates closely with clients to develop comprehensive financial plans tailored to their unique family needs and goals. He emphasizes understanding each client's individual situation to act as an advocate in designing customized financial strategies.

Hunter Owens is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with approximately one year of industry experience. His prior work includes various roles at Morgan Stanley and the University of Florida. Outside of finance, he has engaged in social media activities, including earning passive income from a viral TikTok video. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

Reagan Fricke is a financial advisor at Raymond James & Associates with a Series 66 designation and two years of industry experience. He has been with Raymond James in various capacities since 2016. 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.

Bao Tran Do is a Series 66 licensed financial advisor at UBS Financial Services with three years of industry experience. Prior to joining UBS in 2022, he held positions at several firms including Humana and XS Supply. He previously owned Do Provisions LLC, a medical supplies sales business that is no longer active. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm integrates proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.