Christian Williams is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 66 licenses and one year of industry experience. He previously worked at Citi Bank and McAdam LLC, and has experience outside finance including ownership of a consulting business. His background also includes employment in the restaurant industry and education. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s approach involves model-driven investment implementation using portfolios developed by internal and third-party strategists, alongside financial planning and access to third-party asset managers.

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 at Raymond James & Associates with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for eight years. Outside of his advisory role, he is a partner and owner of Sennett Properties LLC, a real estate investment business. 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, pension plans, and charitable organizations, offering financial planning and consulting services through various advisory programs and institutional solutions.

Colin Castro is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding a Series 66 designation and three years of industry experience. His professional background includes roles at MML Investors Services, MassMutual Life Insurance, and involvement with the IRONMAN Foundation, YMCA of Greater Louisville, University of Louisville, and Webber International University. He also maintains a side business as an insurance broker focusing on life, disability, long-term care insurance, fixed annuities, and health insurance. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services using firm-approved software and offers programs including educational seminars, wrap accounts, and money-manager solutions.

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 in Tampa, FL, holding Series 63, 65, and 66 licenses with 15 years of industry experience. He has worked at Merrill and JPMorgan Chase Bank, N.A. before joining J.P. Morgan Securities, where he has been since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver asset allocation advice, investment manager searches, and customized performance reporting, with implementation support from affiliated entities.

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 at Equitable Advisors with one year of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Equitable Advisors, she worked at Primerica Advisors and Primerica Financial Services. Outside of her advisory roles, she has been involved with the Boys & Girls Club of the Suncoast since 2024. Equitable Advisors serves individuals across a broad range of wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs. The firm’s advisory approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, often using third-party asset managers and investment programs.

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.

Ingrid Schoppe is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services Advisors since 2013. Outside of her advisory role, she is an associate and registered client service associate at Tampa Bay Financial Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports a range of advisory programs and institutional portfolio management.

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. He has two years of industry experience and currently serves on the Recent Alumni Board at Florida State University's College of Business, contributing to the strategic vision and network development for recent graduates. Raymond James & Associates, Inc. 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 municipalities, providing financial planning and consulting through a variety of portfolio management styles and research resources.

Jeffrey Glynn is a financial advisor at Cambridge Investment Research Advisors in Tampa, FL, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Command Financial Services and First Command Advisory Services. Outside of his advisory role, he is a certified professional business coach with Diversified Professional Coaching, LLC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians and offers proprietary model strategies under the Founders Gate Capital brand.

Jennings Dorman is a financial advisor at Raymond James & Associates with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Raymond James, he worked at Fidelity Investments and held roles in a variety of other companies including Nylo Capital Inc and Chipotle Mexican Grill. Raymond James & Associates, Inc. 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 that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Preston Duppins is a financial advisor at OSAIC with nine years of industry experience and holds a Series 66 designation. His prior experience includes roles at Raymond James & Associates, Morgan Stanley, and Genesis Financial Management, Inc. He is also an insurance agent specializing in life insurance and annuities. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by a model-driven investment process and multiple program options.

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.

Robert Waters is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 21 years of industry experience. His work history includes positions at Advisors Choice Consulting and Scottrade. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional consulting divisions.

Reid Poltun is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at UBS Financial Services and Leonardo DRS, as well as a tutoring business he operated for several years. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Jason Carrier is a financial advisor at Thrivent Investment Management in Tampa, FL, holding a Series 66 designation with 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering various topics, with an option to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”