Graham Edwards II is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Outside of his advisory role, he is involved in consulting and business ownership with entities focused on dental practice partnerships and dental real estate management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, incorporating tax-aware strategies and proprietary research tools.

Sharon Gwozdz is a financial advisor with Cetera in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. Her prior experience includes 12 years at Foresters Financial before joining Cetera in 2019. She has a power of attorney role for her father, Casimir Gwozdz. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, supported by over 10,000 advisors and managing more than $256 billion in assets.

Michael Mealy is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Charles Schwab and its affiliated entities since 2005, including recent experience at Swan Capital. He is based in Tampa, FL. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment management supported by centralized custody and operational infrastructure.

Kimberleigh Szewczyk is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Outside of her advisory role, she operates a retail and online store business. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools.

Drew Elliston is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at JP Morgan Chase and Aspen Highland Partners. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide array of advisory programs, including tailored financial planning through dedicated Financial Advisors and the Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Beverley Bouchard is a financial advisor with Osaic, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018, and previously spent five years at Jhfn Sii. Bouchard serves as a Notary Public and manages firm services including marketing, compliance, supervision, and training through her role at Signature Financial Solutions, LLC. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations by offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs a range of investment tools and multiple platforms to construct portfolios that may include equities, fixed income, and alternative investments, with discretionary and non-discretionary management options.

Brian Martin is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has held roles at multiple firms, including Spinnaker Resorts and Intuit, where he provides tax preparation services. He also serves as an insurance agent for fixed insurance products and acts as an external financial consultant for a luxury vacation resort. Cetera Investment Advisers LLC is an SEC-registered firm that offers a broad range of investment advisory services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides discretionary and non-discretionary portfolio management and access to multiple program platforms and third-party managers.

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.