Lisan Burney is a financial advisor with LPL Enterprise LLC in Tampa, FL, holding Series 63 and Series 65 credentials and possessing two years of industry experience. Prior to joining LPL Enterprise, Burney gained experience at Prudential Advisors and First Command firms. Outside of her advisory role, she serves on the board of Veterans of Foreign Wars Post 8116 and volunteers with the nonprofit Accelerate/Ascend Brevard. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment implementation with access to third-party asset managers and offers financial planning, insurance products, and affiliated trust services.

Paul Finocchiaro is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Enterprise. His career includes roles at Truist Investment Services, Citigroup Global Markets, and USAA Financial Planning Services, among others. Outside of his advisory work, he is involved in non-variable insurance activities in Crystal River, FL. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Chase Mc Lendon is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and having six years of industry experience. His prior work includes roles at Trinity Wealth Securities L.L.C. and Florida Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individual, high-net-worth, corporate, and institutional clients. The firm uses detailed risk profiling and modeling tools to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Michael Smelyanskiy is a financial advisor with Fisher Investments, holding a Series 65 designation and four years of industry experience. Prior to joining Fisher Investments in 2022, he held roles at DoorDash and Indiana University. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates through a centralized investment process.

Charles Bauder is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Raymond James Financial since 2019 and Raymond James & Associates since 2015. Outside of his advisory role, Bauder is a managing member of LifeWC Investments LLC, a personal investment venture focused on a World Of Beer franchise. 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 fiduciary solutions.

Kyle Melear is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Valdes Group. He joined the team in 2017, focusing on investment and economic analysis as well as client relationship development. Kyle works closely with business owners and high-net-worth individuals to develop goals-based wealth management strategies tailored to their individual needs. Prior to joining Merrill Lynch, Kyle worked as an analyst for an asset management firm specializing in real estate, private equity, and credit investments. He holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Kyle earned a Bachelor of Science degree from Florida State University, majoring in Finance and Business Management. Kyle and his team have been recognized in several Forbes rankings, including the Best-in-State Wealth Management Teams list for North Florida and America's Top Wealth Management Teams Private Wealth list. Outside of work, Kyle enjoys spending time outdoors and participating in community activities. He lives in Tampa with his wife, Erin, and daughter, Grayson.

Mark Malone is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 credentials. He has 32 years of industry experience, including prior roles at Merrill and Bank of America. Malone has been with J.P. Morgan Securities since 2017 and also works with JPMorgan Chase Bank NA and MCAO, LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services delivered by select Wealth Advisors and operates within a broader organization that includes security-based swap dealer and futures commission merchant registrations.

Tyler Plunkett is a financial advisor at Morgan Stanley with a Series 66 designation and approximately six years of industry experience. His prior roles include positions at Ameriprise and Frank Girard Wealth Management. Outside of finance, he has experience with Elegant Valet Services and worked at the University of Tampa. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques.

Todd Austin is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley since 2011, including time at Morgan Stanley Private Bank. Todd is a partner in several investment-related LLCs based in Tampa, Florida, involved in property management and investment interests. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Tracey Manzi is a CFA® charterholder with 17 years of industry experience. She is currently with Raymond James & Associates, where she has worked since 2021. Her prior experience includes roles at CapFinancial Partners, LLC (CAPTRUST) and Cammack LaRhette Advisors, LLC. 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 government entities, offering tailored financial planning and consulting services primarily on a non-discretionary basis.

John Schoppe is a financial advisor at Raymond James Financial Services with 25 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2007. Outside of his advisory role, he is an author with a book available on Amazon and owns businesses focused on consulting for process improvement and technology integration, as well as a golf-related content and product review website. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses advanced modeling tools to support client goals, with services spanning various advisory programs and institutional portfolio management.

Brandon Condori is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Ahmed Shiil and Building and Land Technology, prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and employs systematic methodologies alongside established governance procedures.

Adam Parks is a financial advisor with Cambridge Investment Research Advisors in Clearwater, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of his advisory role, Parks is an equity partner at Turner and Associates and owns a tax services business, Trinity Tax Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through independent Financial Professionals using various portfolio management and wrap-fee programs.

James Mccormick Jr. is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has served in various roles within Morgan Stanley since 2009. Outside of his advisory work, he is a city commissioner in Safety Harbor, FL, and is involved with Rotary International as a district ambassador scholar selection chairman and outbound seminar coordinator. 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, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Brenton Matzek is a financial advisor with Mass Mutual Investors Services in Tampa, FL. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior roles include work at Wells Fargo Clearing, Fisher Investments, and Walser Wealth Management Company, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and inclusive educational programs.

Aaron Sanchez is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill Lynch. Based in St. Petersburg, FL, Sanchez has been with Raymond James since 2023. 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, and municipalities, offering tailored financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.

Matthew Todd is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Raymond James & Associates since 2016. Todd serves as a director for the Old Dominion University Athletic Foundation, where he is involved in setting and implementing strategy. 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 wide range of clients, including individuals, institutions, charitable organizations, and government entities, offering financial planning and consulting services with various portfolio management styles.

Alejandra Benavides Morin is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. She previously held roles at Fidelity as a Planning Consultant from 2021 to 2023, and has experience as a Wealth Management Consultant at U.S. Bancorp Investments from 2019 to 2021. Alejandra began her financial advisory career at First Command Financial Planning in 2018. Her work focuses on developing financial strategies tailored to clients' individual goals and circumstances, utilizing Fidelity's technology and planning resources to provide clear and straightforward guidance. Alejandra holds a California Insurance License. Outside of her professional endeavors, she enjoys various outdoor activities including board games, camping, hiking, kayaking, outdoor adventures, and swimming.

James Mussio Jr. is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Charles Schwab in 2022, he worked at TD Ameritrade for 14 years. Outside of his advisory role, he is co-owner of Desert Sage Records LLC, where he is involved in creative writing, including poems, music lyrics, and scripts. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services with a focus on multi-asset model portfolios and access to both non-discretionary and discretionary investment options.

Paul Renedo is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. since 2016. Raymond James & Associates, Inc. is a large 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 services.