Diane Enterlein is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, ClearPath Advisory Group, American Integrity, Rodan And Fields, and Allstate Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services such as financial planning and access to third-party asset managers.

Maureen Atieno is a Financial Consultant currently working at Fidelity Investments, a role she has held since 2022. Prior to this, she served as a Planning Consultant at Fidelity Investments from 2021 to 2022, and as a Financial Advisor at Morgan Stanley from 2013 to 2021. Throughout her career, Maureen has focused on partnering with clients to provide relevant tools and proactive guidance aimed at helping them gain and maintain confidence in their financial decisions. She emphasizes accountability and works alongside clients to support their financial well-being. Maureen's personal interests include fitness, motorcycles, parenthood, reading, traveling, and volunteering.

Diana Persaud is a financial advisor with LPL Financial in Tampa, FL, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. She has worked at LPL Financial since 2012 and previously held positions at New England Securities and Uvest Financial Services Group, Inc. Persaud is also involved in non-variable insurance products and health and dental insurance through her business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Daniel Regner is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and government entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Lisan Burney is a financial advisor with LPL Enterprise LLC in Tampa, FL, holding Series 63 and Series 65 credentials and possessing two years of industry experience. Prior to joining LPL Enterprise, Burney gained experience at Prudential Advisors and First Command firms. Outside of her advisory role, she serves on the board of Veterans of Foreign Wars Post 8116 and volunteers with the nonprofit Accelerate/Ascend Brevard. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment implementation with access to third-party asset managers and offers financial planning, insurance products, and affiliated trust services.

Paul Finocchiaro is a CFP® with 17 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at C2P Capital Advisory Group, Centrus Financial Strategies, Southshore Financial Planning, Truist Investment Services, Citigroup Global Markets, USAA Financial Planning Services, and Valic Financial Advisors. He is also involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a notable focus on non-securities products and affiliated insurance and trust services.

Chase Mc Lendon is a financial advisor at Raymond James Financial Services Advisors, Inc. in Saint Petersburg, FL, holding Series 63 and Series 65 licenses with six years of industry experience. His previous roles include positions at Trinity Wealth Securities L.L.C and Florida Financial Advisors, and he has also worked outside finance at the American Automobile Association and Celine. 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 institutions. The firm employs non-discretionary planning and investment consulting tailored to client goals, using analytical tools and risk profiling, and supports municipal and public finance work through a municipal advisor affiliation.

Michael Smelyanskiy is a financial advisor with Fisher Investments, holding a Series 65 designation and four years of industry experience. Prior to joining Fisher Investments in 2022, he held roles at DoorDash and Indiana University. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates through a centralized investment process.

Charles Bauder is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Raymond James Financial since 2019 and Raymond James & Associates since 2015. Outside of his advisory role, Bauder is a managing member of LifeWC Investments LLC, a personal investment venture focused on a World Of Beer franchise. 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, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kyle Melear is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Valdes Group. He joined the team in 2017, focusing on investment and economic analysis as well as client relationship development. Kyle works closely with business owners and high-net-worth individuals to develop goals-based wealth management strategies tailored to their individual needs. Prior to joining Merrill Lynch, Kyle worked as an analyst for an asset management firm specializing in real estate, private equity, and credit investments. He holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Kyle earned a Bachelor of Science degree from Florida State University, majoring in Finance and Business Management. Kyle and his team have been recognized in several Forbes rankings, including the Best-in-State Wealth Management Teams list for North Florida and America's Top Wealth Management Teams Private Wealth list. Outside of work, Kyle enjoys spending time outdoors and participating in community activities. He lives in Tampa with his wife, Erin, and daughter, Grayson.

Mark Malone is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Merrill, Bank of America, and JPMorgan Chase Bank NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG considerations and leveraging its broad derivatives and commodities capabilities.

Tyler Plunkett is a financial advisor at Morgan Stanley with a Series 66 designation and approximately six years of industry experience. His prior roles include positions at Ameriprise and Frank Girard Wealth Management. Outside of finance, he has experience with Elegant Valet Services and worked at the University of Tampa. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques.

Todd Austin is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley since 2011, including time at Morgan Stanley Private Bank. Todd is a partner in several investment-related LLCs based in Tampa, Florida, involved in property management and investment interests. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Tracey Manzi is a CFA® charterholder with 17 years of industry experience. She is currently with Raymond James & Associates, where she has worked since 2021. Her prior experience includes roles at CapFinancial Partners, LLC (CAPTRUST) and Cammack LaRhette 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, charitable organizations, and government entities, offering tailored financial planning and consulting services primarily on a non-discretionary basis.

John Schoppe is a financial advisor at Raymond James Financial Services with 25 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2007. Outside of his advisory role, he is an author with a book available on Amazon and owns businesses focused on consulting for process improvement and technology integration, as well as a golf-related content and product review website. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses advanced modeling tools to support client goals, with services spanning various advisory programs and institutional portfolio management.

Adam Parks is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 15 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2015 and previously was with First Command Brokerage Services and Wells Fargo Clearing. Outside of his advisory role, he is involved in several business activities, including serving as an equity partner at Turner and Associates and owning Trinity Tax Advisors. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm utilizes multiple management platforms, offers access to third-party advisers, and develops proprietary model strategies under the Founders Gate Capital brand.

James Mccormick Jr. is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has served in various roles within Morgan Stanley since 2009. Outside of his advisory work, he is a city commissioner in Safety Harbor, FL, and is involved with Rotary International as a district ambassador scholar selection chairman and outbound seminar coordinator. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Brenton Matzek is a financial advisor with Mass Mutual Investors Services in Tampa, FL. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior roles include work at Wells Fargo Clearing, Fisher Investments, and Walser Wealth Management Company, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and inclusive educational programs.

Aaron Sanchez is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill Lynch. Based in St. Petersburg, FL, Sanchez has been with Raymond James since 2023. 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 municipalities, offering tailored financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.

Matthew Todd is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Raymond James & Associates since 2016. Todd serves as a director for the Old Dominion University Athletic Foundation, where he is involved in setting and implementing strategy. 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 wide range of clients, including individuals, institutions, charitable organizations, and government entities, offering financial planning and consulting services with various portfolio management styles.