Colin Castro is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. His prior work includes roles at MML Investors Services, MassMutual Life Insurance Co, the IRONMAN Foundation, YMCA of Greater Louisville, and academic positions at the University of Louisville and Webber International University. Outside of advisory work, he is involved in insurance brokerage focusing on life, disability, long-term care, fixed annuities, and health products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative processes using advanced analytical tools.

Gregory Slaton is a Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2018. His professional focus includes education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Greg holds a Bachelor of Science degree in Exercise Physiology from The University of Tampa and has earned the Chartered Retirement Planning Counselor™ (CRPC®) designation as well as the Personal Investment Advisor (PIA) designation. He is engaged with the National Alopecia Areata Foundation as part of his community involvement. Outside of his professional work, Greg resides in St. Petersburg, Florida with his fiancée. His personal interests include gymnastics, music, running marathons, and watching movies.

Tyvan Sunday Jr. is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America and the University of South Florida. Outside of his advisory work, he has experience in catering through his involvement with Catering by the Family. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Alan Graves is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Cetera Investment Advisers, Sunrise Wealth Advisors, and Ameriprise Financial Services. Outside of his advisory work, he serves as a Senior Registered Associate for Thakar Financial LLC. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual and institutional clients, using tailored, non-discretionary strategies supported by analytical tools like risk profiling and probability modeling. The firm also provides municipal advisory services and has developed specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Grieta Patenaude is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 66 designations and one year of industry experience. Her prior roles include positions at Primerica Advisors and Primerica Financial Services, as well as work with Encompass Health LLC and the Hillsborough County School District. She has been involved with the Boys & Girls Club of the Suncoast since 2024. Equitable Advisors serves a diverse range of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, relying heavily on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Michael White is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James since 2000 and has an ongoing association with the University of Chicago since 1996. 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 broad client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Andrew Read is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2005. He holds a Series 63 license and is based in St. Petersburg, FL. 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—and offers financial planning, investment consulting, and institutional fiduciary services with primarily non-discretionary advisory relationships.

Robert Karr is a financial advisor with Primerica Advisors in Largo, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Primerica Advisors since 1991 and with Primerica Financial Services since 1986. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model based on tiered wrap fees rather than fixed fees.

Kimberly Lutes is a financial advisor with LPL Financial in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her prior roles include positions at Fifth Third Bank, Fisher Investments, and Wells Fargo. She is also the owner of Real Estate Solutions Inc of Harrisburg. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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 model portfolios and research from multiple sources.

Ingrid Schoppe is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services Advisors since 2013. Outside of her advisory role, she is an associate and registered client service associate at Tampa Bay Financial Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports a range of advisory programs and institutional portfolio management.

Christian Saylor is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and offering two years of industry experience. He is a member of the Florida State University Recent Alumni Board, which supports the strategic vision of the College of Business and fosters engagement among recent graduates. 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, institutional clients, and charitable organizations with tailored, mostly non-discretionary financial planning and investment consulting services supported by a broad range of portfolio management styles and affiliated research.

Jennings Dorman is a financial advisor at Raymond James & Associates with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Raymond James, he worked at Fidelity Investments and has diverse work experience including roles at Nylo Capital Inc and Chipotle Mexican Grill. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad range of clients, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting alongside municipal advisory and employer plan consulting services.

Mary Rigsbee is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. 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, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions while using a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Robert Waters is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 21 years of industry experience. His work history includes positions at Advisors Choice Consulting and Scottrade. 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional consulting divisions.

Reid Poltun is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with two years of industry experience. His prior experience includes roles at UBS Financial Services and Leonardo DRS. Outside of finance, he was involved with Indialantic Tutoring for several years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services.

Jason Carrier is a financial advisor with Thrivent Investment Management in Tampa, FL. He holds a Series 66 designation and has 20 years of industry experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and written recommendations on a wide range of financial topics, delivered separately from managed-account services.

Jacob Shumacker IV is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 1999. Outside of his advisory role, he is a certified flight instructor at Atlas Aviation, Inc., a position he has held since 2009. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management options.

Cheryl Smith is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 66 credentials and 38 years of industry experience. She has previously worked at Ameriprise Financial Services, Inc. for seven years before joining LPL Financial in 2022. Outside of her advisory work, she is a band member of the Iris Calling Band. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, with investment management supported by proprietary and third-party research and technology.

Mary Elizabeth Hargrove is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2018, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of her advisory work, she is an investor in private ventures including Gone Salty LLC and Sand Surf Company LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, leveraging a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

Jonathan De Mayo is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James since 2015 and serves concurrently in the United States Navy Reserve. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm employs tailored, non-discretionary planning using analytical tools and supports advisory programs across a large advisor network.