Tatum Taucher is a financial advisor with Charles Schwab in St. Petersburg, FL, holding a Series 66 credential and three years of industry experience. Their work history at Charles Schwab and Charles Schwab Bank spans from 2021 to the present, alongside earlier roles including work at Our Lady Star of the Sea and Urban Dogg. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts and operates a large-scale, integrated platform offering advisory, brokerage, custody, and cash-sweep services.

Elizabeth Wyatt is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior roles include positions at The Vanguard Group, Sadik And Associates, Northwestern Mutual, and Raymond James. 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, institutional and pension plans, and charitable organizations, offering financial planning, advisory programs, and institutional consulting with a focus on customized, non-discretionary client solutions.

Jason Dukas is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as an advisory board member for the YMCA of Suncoast. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm provides both brokerage and investment advisory services, utilizing a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

Sean Obrien is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining Raymond James & Associates, he worked at Charles Schwab and Charles Schwab Bank. 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, pension plans, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Liam House Myers is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates Inc. and Sii. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, using various tools and platforms to construct portfolios across multiple asset classes.

Sarah Shockley is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 credential and eight years of industry experience. Her background includes roles at Raymond James and Stifel, as well as ownership experience in the brewery and hospitality industries. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs across a large network.

Patrick Inglesby is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James since 2011. Outside of advising, he serves as CEO of BESPE Holdings Inc., where he is involved in oversight of family property investments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and is noted for its municipal advisory affiliation and specialized consulting programs.

Beth Maus is a financial advisor at Raymond James Financial with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with several Raymond James entities since 2018, as well as prior roles at FSC Securities Corp and Invest Financial Corporation. She is based in St. Petersburg, Florida. 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, corporations, and institutional investors. The firm employs tailored non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Dragan Paravinja is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James and its affiliates 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 municipal entities, offering financial planning and investment consulting with a variety of portfolio management styles and affiliated research.

Nicholas Maceira is a financial advisor at Morgan Stanley in Tampa, FL, with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and E*Trade Securities LLC since 2023. Prior to his finance career, he worked at Panera Bread and Hackensack Golf Club. 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 and tailored financial planning, managing approximately $2.74 trillion in client assets.

Edwin Cervantes is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with two years of industry experience. His prior work includes roles at PNC Bank and other diverse positions before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and modeling tools to assist clients, while generally acting in an advisory capacity without providing individual security recommendations as part of standalone planning.

Richard Stoner is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Ameriprise since 2009 and manages the day-to-day operations of his practice through his own business entity, Richard W. Stoner, LLC. He is also involved in a professional networking group, NPI/St Pete Business Builders, which facilitates business referrals among members. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a comprehensive recommendation report supported by proprietary research and third-party data, with certain enrollment criteria and an investment universe influenced by affiliated product relationships.

Tyson Bryant is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He has been with Raymond James & Associates since 2011. 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Jamie Tomlin is a CFP® professional with 30 years of industry experience. He is currently with Equitable Advisors and has previously worked at Stifel Independent Advisors, LLC and Wachovia Securities Financial Network, LLC. Tomlin serves as President and Director of Crescent King Development Inc. and BT Development Group, Inc., entities related to his financial practice. Equitable Advisors serves a diverse clientele including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, brokerage, insurance services, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, working extensively through program sponsors and third-party managers.

Joshua Styler Tracy is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and one year of industry experience. Before joining Morgan Stanley, he worked at Merrill, TD Bank, and various financial and non-financial roles including at Buckalew's Restaurant and Tavern and as part of the Surf City Beach Patrol. He has also held teaching positions at The University of Tampa and Ocean County College. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a comprehensive investment process.

Robert Nolan is a financial advisor at LPL Financial with 37 years of industry experience. He previously spent 14 years at Raymond James & Associates before joining LPL Financial in 2023. Nolan holds a Series 63 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, combining discretionary and non-discretionary management with research-supported model portfolios and advanced portfolio management technologies.

Curtis Speller is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2021, with prior roles at Capital Analysts, Lincoln Investment, Edward Jones, and service in the U.S. Army Reserve. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its approach.

Justin Kissner is a CFP® professional with 10 years of experience, currently serving as an advisor at Raymond James & Associates since 2016. He is a partner in Linington & Kissner, LLC, a business established to hold personal property for his Raymond James advisor branch. 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 consulting with a range of portfolio management approaches and affiliated research resources.

Joshua Smith is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Pruco Securities, LLC and Prudential Insurance Company of America from 2007 to 2022. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing 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 broker-dealer, delivering advisory and brokerage solutions through program sponsors and endorsed third-party managers.

Carter Stanley is a financial advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and previously worked at Sanford C. Bernstein & Co., LLC. Outside of his advisory role, he participates as a guest discussing Big 12 football teams on TuneIn Radio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.