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 at Mass Mutual Investors Services with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Fisher Investments, and Walser Wealth Management Company. 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 offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships and event-driven services such as divorce and estate settlement planning.

Aaron Sanchez is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch, where he worked for over a decade each before joining Raymond James. Raymond James & Associates, Inc. is a 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 municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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.

Thitsanin Wachara Amnuoy is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. Prior to Merrill, Thitsanin was associated with Bank of America. Outside of advising, Thitsanin serves as a board member and fundraising coordinator for the All That Dance Booster Club in Tampa, organizing events to support dancers' competitions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

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.

Mason De Michele is a Series 66 licensed financial advisor with Edward Jones in Tampa, FL. He has one year of industry experience, having previously worked at Brown & Brown and spent nine years in full-time education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

Michelle Schatzberg is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. She has been with Bank of America, N.A. and Merrill since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Brumfield is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Investors Securities Corporation, Morgan Stanley, and Fisher Investments. Outside of his advisory role, he has worked as a restaurant server. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Reid Johnson is a financial advisor at Raymond James & Associates with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Omni 360 Advisors and Cion Investments. 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 wide client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Cosentino Jr. is a financial advisor with Equitable Advisors in Odessa, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2003 and previously associated with Axa Advisors, LLC. Outside of his advisory role, he serves on the advisory board of the Northwest YMCA in Tampa, FL, contributing to fundraising and improvement projects. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that emphasizes tailored client intake, written financial plans, and a combination of advisory and brokerage services.

John Straughn III is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo since 2014, including two years at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Michaela Macias is an advisor at Raymond James & Associates with 20 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked for T. Rowe Price for 14 years. Outside of her advisory role, she is the owner of Greener Services LLC, a business unrelated to investment activities. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser that serves individual, institutional, and municipal clients. The firm offers financial planning and consulting with a range of portfolio management styles, supported by affiliated research and municipal advisory services.

Alexander Sayers is a Series 66-credentialed financial advisor with Raymond James & Associates in St. Petersburg, FL, where he has worked since 2014, totaling 11 years of industry experience. He serves as treasurer for the Tampa Bay UT Alumni Chapter, overseeing financial arrangements and reporting for the nonprofit. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles and municipal advisory capabilities.

Kory Johnson is a financial advisor with LPL Financial in Tampa, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Prior to joining LPL Financial, he worked at Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. Outside of advisory work, he is involved in insurance sales and service through multiple brokerages focusing on life insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and nonprofits. The firm offers diverse advisory programs, financial planning, and retirement consulting, with access to proprietary and third-party research and portfolio management solutions.

Peter Shaw is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at E*TRADE Securities LLC and Onemain Financial. Morgan Stanley Wealth Management provides a range of advisory programs to both individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and operates through various advisory and brokerage services.

Chad Kimble is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 66 and Series 63 licenses. His prior experience includes roles at Equitable Advisors, Facet Wealth, and T. Rowe Price. 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.