Stefan Mayerschoff is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 15 years of industry experience. His prior roles include positions at Morgan Stanley and SunTrust Advisory Services. He also serves in the United States Navy Reserve. 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 primarily through non-discretionary relationships supported by a range of portfolio management styles and firm research.

David Cash III is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and two years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, The Money Broker, and Professional Grade Mortgage. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a range of portfolio management styles and affiliated research.

Michael Lopez is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior roles include positions at Infosys, FSC Securities, Bank of America, and E*TRADE Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations to inform its advisory services.

Justin Granit is a CFP® professional with five years of industry experience, currently advising at Raymond James & Associates since 2020. Prior to joining Raymond James, he worked for four years at WTSP, Tegna Broadcasting. 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 clients, and municipal entities, offering financial planning and consulting services supported by a nationwide adviser network.

Daniel Nazinitsky is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and eight years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and the Center for Asset Management. Outside of finance, he operates a sole proprietorship selling tropical plants, including monsteras and philodendrons. 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, and municipal clients, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Michael Chapman is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation and six years of industry experience. His career includes roles at Morgan Stanley since 2018, Merrill from 2019 to 2020, and earlier work at Gentle Giant Moving and Storage Co and Saint Anselm College. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Mathilda Waren is a financial advisor at LPL Financial in Dunedin, FL, holding a Series 66 designation with seven years of industry experience. She previously worked at Equitable Advisors and Axa Advisors, and has professional experience outside finance, including running The Grateful Bean Coffee House. 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 provides a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Austin Brown is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2017, with prior experience at Source4Teachers and the University of Maine. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary advice aligned with client goals, and it supports municipal and public finance services through a unique municipal advisor affiliation.

Kevin Wing is a CFP® professional with 12 years of experience in financial advising, currently at Charles Schwab in St. Petersburg, FL. His prior work includes six years at T. Rowe Price and four years at TD Ameritrade. He holds the Series 66 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management. The firm combines brokerage, custody, and advisory services with access to multi-asset model portfolios and alternative investments.

Carina Capella is a financial advisor at LPL Enterprise with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Prudential Insurance Company of America since 2013. Capella also operates Clear Path Advisory Group, a DBA through which she provides financial planning, investment management, and insurance services. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment approaches with access to third-party asset managers and offers financial planning, brokerage, and insurance product services through its network of investment adviser representatives.

Paul Self is a Series 66 licensed financial advisor with 17 years of industry experience. He is affiliated with Primerica Advisors and has worked at related firms including Wealth By Design and PFS Investments Inc. Outside of his advisory role, he serves as the owner and administrator of Nasa Services, a non-investment-related business in Palm Harbor, FL. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Dennis Briggs is a financial advisor with Raymond James & Associates in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James & Associates since 1996. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and model manager options.

William Drew III is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Raymond James in 2019, he worked at Morgan Stanley Smith Barney for 10 years and Citigroup Global Markets for 24 years. 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, charitable organizations, and governmental entities, offering financial planning and investment consulting through a variety of services and portfolio management styles.

Tracy Murdoch is a Series 66 credentialed financial advisor with 18 years of experience, currently with RBC Capital Markets in St. Petersburg, FL. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Matthew Mehltretter is a financial advisor with Raymond James Financial, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2009 and has over 27 years of experience in non-variable insurance. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using risk profiling and analytical tools to support client goals.

Conner Cole is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. He has worked at The Prudential Insurance Company of America and Pruco Securities LLC, in addition to his current role at LPL Enterprise. His background also includes work in several hospitality and beverage establishments prior to entering the financial industry. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Justin Maynard is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding the Series 66 designation with two years of industry experience. Prior to joining Raymond James, he spent nine years in full-time education. 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Theodore Pohl II is a CFP®-certified financial advisor with Morgan Stanley, bringing 31 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including tailored planning and access to various investment products.

Erik Allstatt is a financial advisor at Charles Schwab based in Seminole, Florida, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has spent the majority of his career at Charles Schwab, including periods from 2006 to 2024 and since 2024. He also worked briefly at optionsXpress, Inc. in 2017. Charles Schwab & Co., Inc. serves a large client base of 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 non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a formal alternative investment onboarding process.

S Mark Alton is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds the CFP® and ChFC® designations and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank. Outside of his advisory role, he serves as Dean of Collaboration for the Purposeful Planning Institute and chairs the Synergy Summit, both professional organizations focused on advancing collaboration within the financial planning community. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets with a structured planning process that includes firm-approved tools and modeling techniques.