Assegid Habtewold is a financial advisor with Primerica Advisors in Tampa, FL. He holds Series 63 and Series 65 credentials and has one year of industry experience. His prior work includes roles at New York Life, eXp Realty, CI International, Per Scholas, and Success Pathways. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-driven investment strategies.

Daniel Petre is a financial advisor at Raymond James Financial with nine years of industry experience. He holds the Series 66 credential and has worked with Raymond James in various capacities since 2011. Prior to his current role, he was employed by the FAA for one year. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and state and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Daniel Kortenhaus is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2024, he worked at the University of South Florida and held roles at St Petersburg Yacht Club and St Petersburg College. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jeffrey Kutchmire is a CFP®-certified financial advisor with 37 years of industry experience, currently practicing at Cetera since 2019. Prior to joining Cetera, he worked at Foresters Financial for 30 years. He is also a 25% owner of the John Kutchmire Family Trust. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors, serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through multiple program structures and affiliated third-party managers.

Kenneth Ogden is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2009 and Bank of America since 2003. Outside of his advisory role, he is involved as a musician and DJ and serves on the board of the Winter Haven Soccer Club. Merrill provides managed account services through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of clients, including individuals, high-net-worth clients, and institutional fiduciaries. The firm leverages its integration with Bank of America to deliver a wide array of products and services.

Sebastien Risselin is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has been with Merrill since 2018 and previously worked at Spark Wireless from 2016 to 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm leverages its integration with Bank of America’s corporate platform to provide access to a broad set of products and services.

Barry Cantrell II is a financial advisor at Edelman Financial Engines with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2016, following a year at Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Marc Avadikian is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on providing a comprehensive approach to wealth management that starts with listening to clients' needs and understanding their individual goals. He leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of his clients' financial lives. Marc’s areas of expertise include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, portfolio management, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and draws on his professional experience to deliver service aimed at helping clients achieve their personal and financial objectives. He grew up in Florida and continues to reside there. Marc earned a Bachelor’s degree from the University of South Florida, an Associate’s degree from Pasco Hernando Community College, and a high school diploma from Zephyrhills High School. Outside of his professional life, he enjoys adventure sports, basketball, fishing, football, running, skiing, soccer, table tennis, traveling, and spending time with his family.

Stephen Platt is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James and its affiliates since 2016, following a prior role at Edward Jones. Outside of his advisory work, Platt hosts a small interview podcast called Know It Some, which is beginning to accept advertisers. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, using comprehensive risk profiling and firm research to tailor recommendations.

John Arroyo is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at E*Trade Securities LLC and involvement with Oneblood and The Columbia Restaurant Group. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate-sponsored financial planning services.

Byron Sheffield is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at UBS Financial Services, Fidelity Investments, Bank of America, and Fisher Investments. He is currently based in Clearwater, Florida. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a model combining non-discretionary advisory recommendations with access to discretionary separately managed accounts, supported by multi-asset allocation strategies and a centralized operational structure.

Sara Price is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Bank of America, Merrill, and the Advanced Hand and Plastic Surgery Center. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Mevoli is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL, holding a Series 65 designation and one year of industry experience. He has been involved with several firms, including Goodrich Wealth Management and Lexfinn Capital LLC, and owns Cross Stone Management LLC, where he manages financial records for tax filings. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering tailored financial planning and non-discretionary investment consulting through various account types and external manager relationships. The firm’s advisory business is notable for its substantial non-discretionary asset management and extensive affiliate network supporting municipal and institutional clients.

James Stevenson Jr. is a financial advisor at Edward Jones in Clearwater, FL, holding Series 63 and Series 66 designations with 18 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Level Four Advisory Services and LPL Financial from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branches across the United States.

John Larkin is a financial advisor at LPL Financial with 20 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Larkin has worked at LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Steven Morrison is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Morgan Stanley and Transamerica. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, 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 research and model portfolios.

Khanh Lowery is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and also owns and operates Lowery, Weldon & Company, CPAs, PA, a CPA firm he has been involved with since 1984. In addition to his advisory role, he is active in promoting HSA health plans and serves as an Ameritas insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of investment advisory services to individual, corporate, charitable, and institutional clients nationwide. The firm provides access to multiple portfolio management options and third-party money managers, operating a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Ardon Currie is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2017, following a one-year tenure at Franklin Templeton Investments. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to a broad client base including individuals, pension plans, corporations, and government entities, delivering advice on a non-discretionary basis supported by a range of integrated affiliate services.

Michael Rodenburg is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at Raymond James Financial Services, LPL Financial, EF Legacy Securities, and Edelman Financial Services. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, delivering non-discretionary advice supported by an extensive affiliate network and municipal finance capabilities.

Armando Elias is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 66 and Series 63 licenses and one year of industry experience. His prior experience includes roles at Morgan Stanley and J.P. Morgan Chase. Before entering the financial industry, he worked in the fitness sector and held positions in educational institutions. Raymond James & Associates is a dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $500.956 billion in assets. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and municipal entities, offering non‑discretionary financial planning and portfolio recommendations supported by a broad affiliate network.