Michelle Carothers is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and having 36 years of industry experience. She has been with Raymond James & Associates since 1988. 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 and pension plans, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Noah Chaberek is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Murphy's Taproom and Carriage House and has served as a marketing specialist and advertising professional in a general contracting and roofing business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Laurie Flynn is a Series 66 licensed financial advisor with Morgan Stanley in St. Petersburg, FL, bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning through its Financial Advisors and Estate Planning Strategies Group. The firm utilizes structured planning tools and comprehensive market analysis while managing approximately $2.74 trillion in client assets.

Wade Kornblith is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he serves on the Board of Directors for the Chateau on White Sands Homeowners Association and is a partner in Trident Hospitality Group, a restaurant management business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor portfolio management and financial planning services. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and fiduciary services.

Christian Williams is a financial advisor with LPL Enterprise in Tampa, FL, holding Series 65 and Series 66 licenses and one year of industry experience. Prior to joining LPL Enterprise, he worked at Citi Bank and McAdam LLC, and he has a background that includes time at the University of Miami and Circles Waterfront Restaurant. Williams is also the owner of 4Good Consulting LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Robert Eckardt is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 27 years of industry experience. He has been with Raymond James & Associates since 1995. 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 investors, and charitable organizations, offering financial planning and investment consulting services through various advisory programs and an affiliated municipal advisory practice.

Christopher Noble is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior experience includes eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Outside of advising, he is a partner and owner of a business unrelated to investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary advisory services supported by a wide range of portfolio management styles, research resources, and municipal advisory capabilities.

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.

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.

Joey Jarvis is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses and has been with J.P. Morgan Securities since 2013 and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

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.

Richard Bertrand is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2021, he held roles in various companies including Lexus, Omega Watches, Coca Cola Beverages Florida, and Dillards, as well as attending The Citadel Military College of South Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

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.

Jeffrey Glynn is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at Cambridge since 2019 and previously held roles at First Command Financial Services and related entities from 2007 to 2019. Glynn is also a certified professional business coach through Diversified Professional Coaching, LLC. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, employing a range of investment strategies and platform arrangements to tailor solutions to client objectives.

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.

Preston Duppins is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates, Morgan Stanley Private Bank, and Genesis Financial Management, Inc. In addition to his advisory role, he operates an insurance agency selling life insurance and annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services supported by a range of investment platforms and third-party managers.

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.