ADVISOR BIO

Trellanee Moore is a financial advisor with over 15 years of experience in the financial services industry. Trellanee is currently registered with LPL Financial LLC and has previously held registrations with various other firms, including AXA Advisors, LLC, Ameritas Investment Corp., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Trellanee's professional experience includes providing financial advice and investment management services to individuals, families, and businesses. Trellanee holds a Series 6, 7, 24, and 66 license and specializes in investment management, financial planning, and retirement planning. Trellanee is also active in the community and is committed to providing her clients with the highest level of service and expertise.

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ADVISOR BIO

Trent Cowieson is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Trent has over 4 years of experience in the financial services industry. Trent holds the Series 66, Series 7TO and SIE securities licenses. Trent has a current employment with Merrill Lynch, Pierce, Fenner & Smith Inc. and previously worked at EDWARD JONES. Trent works with a variety of clients, including individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Trent E. Shadwick is an investment advisor representative at Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Trent is based in St. Petersburg, Florida, and has been in the financial services industry since March 2007. Trent holds multiple securities licenses, including Series 6, 7, 24, 52TO, 53 and 66. Trent is registered with the state of Florida.

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ADVISOR BIO

Trenton James Holec is an Investment Advisor Representative with Newport Group Consulting, LLC. Trenton has been in the financial industry since December 2007 and has a strong background in financial planning and retirement planning. Trenton's experience includes working with Principal Funds Distributor, Inc., Princor Financial Services Corporation, and Broker Dealer Financial Services Corp. Trenton has also been active in the industry, having taken the Uniform Combined State Law Examination in 2005 and the Securities Industry Essentials Examination in 2018. Newport Group Consulting, LLC, is an investment advisory firm that provides investment performance analytics for retirement plans, foundations, and endowments. Trenton is committed to providing his clients with personalized financial advice and guidance.

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ADVISOR BIO

Trenton Jenkins is a financial advisor with Florida Financial Advisors, LLC. He is a registered investment advisor representative in Florida and Texas. Trenton has been in the financial services industry since 2023. He holds the Series 65, Series 6TO, and SIE licenses. Trenton specializes in providing financial planning, pension consulting, and selection of other advisors. He also offers portfolio management for individuals and businesses. Trenton's experience includes working as a Financial Consultant at Florida Financial Advisors, LLC, and previously as a Registered Representative at Trinity Wealth Securities, LLC.

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ADVISOR BIO

Trenton T. Barnett is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Trenton has been in the industry since January 21, 2013. Trenton is registered with FINRA and has passed the Series 7, Series 9, Series 10, Series 66 and SIE exams. Trenton is licensed in 53 states and the District of Columbia. Trenton specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses.

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ADVISOR BIO

Trevaughn M. Williams is a financial professional with Morgan Stanley. Trevaughn has been in the industry since December 31, 2022. Trevaughn is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7TO, SIE and Series 63 licenses. Trevaughn is registered in 53 states and the District of Columbia.

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ADVISOR BIO

Trevor Lehane Mason is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Trevor has been in the industry since August 2018, and has been registered with the firm since November 2019. Trevor's experience includes working with Wells Fargo Clearing Services, LLC. Trevor holds Series 6, 7TO, 63 and 66 licenses and is registered in 12 states.

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ADVISOR BIO

Trevor William Schnell is a financial advisor who has been in the industry since November 2019. Currently registered with Morgan Stanley, Trevor is a Series 7 and Series 66 licensed professional. Previously, Trevor held a similar role with Equitable Advisors, LLC from October 2019 to March 2022. Trevor is licensed to offer investment advisory services in Florida and Texas.

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ADVISOR BIO

Trevor Harkness is an investment advisor representative at Kestra Advisory Services, LLC, Trevor has been in the industry since 1995 and has a strong track record of helping clients achieve their financial goals. Trevor is a Certified Financial Planner, and holds Series 7, Series 63, Series 24, SIE, and Series 99TO licenses. Trevor specializes in providing financial planning, portfolio management, and employee benefit programs for both individuals and businesses. Trevor also specializes in pension consulting and the selection of other advisors.

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