Jennifer Cherry is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 13 years of industry experience. She previously worked at T. Rowe Price Investment Services, Inc. before joining Raymond James in 2019. 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, investment consulting, and municipal advisory services.

Jewmanna Mehasen is a Series 66-licensed financial advisor with J.P. Morgan Securities in Clearwater, FL, bringing four years of industry experience. Prior to joining J.P. Morgan Securities in 2021, she held positions at JPMorgan Chase Bank, N.A. since 2019 and has a diverse background including roles at Sephora, Nordstrom, and the University of Jordan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions, and offers broad derivatives and commodities capabilities.

Andrew O'Neil is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. 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 clients, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Edward Long is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 15 years of industry experience. He previously worked seven years at Morgan Stanley Private Bank before joining Raymond James in 2019. 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, pension and profit-sharing plans, and charitable organizations, providing financial planning, investment consulting, and institutional fiduciary services.

Joseph Novak is a Series 66-credentialed financial advisor at Raymond James & Associates with seven years of industry experience. He has worked with Raymond James Financial Services, Inc. since 2020 and also has involvement with Admiral Farragut Academy and St. Petersburg Aquatics. 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 municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Kostas Mattis is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, where he has worked since 2007. He has 13 years of industry experience. 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 and non-discretionary investment consulting supported by a nationwide adviser network and a range of portfolio management styles.

William Kastin is a Financial Advisor at Merrill Lynch Wealth Management, specializing in legacy planning, personal retirement planning, and retirement income. He works closely with individuals and families to help them navigate important financial decisions with clarity and confidence. William's approach centers on understanding each client's unique goals and priorities to develop personalized strategies that align with what matters most to them. He values long-term relationships and aims to be a trusted resource as clients' financial needs evolve over time. He holds a Bachelor's Degree from St John's University and the Professional Investment Advisor (PIA) designation. Outside of his professional work, William enjoys adventure sports, boating, bowling, golfing, music, reading, skiing, and watching movies.

Donald Phillips Jr. is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He previously worked at T. Rowe Price Investment Services for 13 years before joining Raymond James in 2019. 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 through various advisory programs.

Katie Bramley is a CFP®-certified financial advisor with four years of industry experience. She is currently with Charles Schwab in St. Petersburg, FL, where she has worked since 2020, including time with Charles Schwab Bank. Prior to this, she held roles at Independent Financial Partners and Wasmer Schroeder. Outside of finance, she has experience working in the restaurant industry. Charles Schwab 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 offers a combination of non-discretionary advisory relationships with access to affiliated discretionary SMAs, using multi-asset model portfolios, alternative investment due diligence, and centralized operational support.

Michael Polacek is a financial advisor with LPL Financial in Clearwater, FL, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., and running Polacek Capital Management. Outside of advisory work, he serves as a boys basketball referee with IAABO Board 38 in Clearwater. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by research and operational tools while overseeing extensive discretionary assets and a large network of advisors.

David Wills is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the board of the Viridian Condominium HOA and is a director of the TCMC Foundation, a nonprofit organization he helped found. 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, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Monte Kuhnert is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent eight years with A. G. Edwards & Sons, Inc. Kuhnert has ownership in KUHN SQUAD, LLC, a business entity involved in investment-related activities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by in-house research and third-party analytics.

Heather Schaul is a financial advisor at Raymond James Financial with 20 years of industry experience. She has been associated with various Raymond James entities since 2013 and previously worked at Webster University for 12 years. Schaul holds a Series 66 designation. 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 clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Carrie Harth is a financial advisor with LPL Financial in Largo, Florida, holding a Series 66 credential and 12 years of industry experience. She has been with LPL Financial since 2014. Outside of advisory work, she is a notary public in the state of Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools.

Jared Sanders is a CFP®-designated financial advisor with 11 years of industry experience, currently serving at Raymond James & Associates since 2018. Prior to joining Raymond James, he worked at T. Rowe Price from 2014 to 2018. 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 individuals, institutional clients, and various organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Dionne Reed is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and having 20 years of industry experience. She has been with various branches of Raymond James since 2014. 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 advisory services.

Lauren Moon is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2021, she worked at Tucker/Hall Inc. for four years and was involved with the St. Petersburg Area Chamber of Commerce for one year. 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 institutional advisory services.

Perry Carter is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 21 years of industry experience. Prior to joining Raymond James in 2019, he worked at Arca Capital Investments and Brickell Global Advisory. Outside of his advisory role, he serves as an arbitrator for FINRA and owns a business providing general accounting and consulting services. Raymond James & Associates is a 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 municipal entities, offering tailored, non-discretionary financial planning and investment consulting supported by a broad range of portfolio management styles and affiliated research.

Gregory Singletary is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides financial advisory services to clients, leveraging his experience in wealth management. He holds the professional designation of Personal Investment Advisor (PIA). Gregory earned his bachelor's degree from East Carolina University.

Ryan Roy is a financial advisor affiliated with LPL Financial, holding the CFP® designation and Series 66 license, with 12 years of industry experience. His prior roles include positions at Raymond James and Wells Fargo Clearing. He is involved with BlackHealth Partners, an initiative related to non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.