Bartley Bates is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes prior roles at RBC Capital Markets and William R. Hough & Co. He is also involved in a private business named Wrap It Up Pilings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Diane Eshelman is a financial advisor at LPL Financial with 25 years of industry experience. She holds the CFP® and ChFC® designations and has prior experience spanning 26 years at Raymond James & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Toriano Faulkner is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Carillon Tower Advisers, Inc. and Northwestern Mutual Wealth Management Company. He is also active with the West Largo Congregation of Jehovah's Witnesses. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and consulting services that rely on detailed fact-finding and risk assessments.

Aaron Cross is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Donlan Wealth Management, The Investment Center, Inc., CBNA, and Diamond Comics. He is also involved with Donlan Wealth Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Matthew Heitz is a financial advisor with Fidelity in Clearwater, Florida, holding a Series 66 designation and nine years of industry experience. He previously worked at Morgan Stanley for seven years and has experience outside finance, including operating a dance studio in Clearwater. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios and manages registered investment companies and fund-of-funds.

Naomi Kaffke is a financial advisor with Merrill, holding a Series 66 credential and based in Tampa, FL. She has been with Merrill and Bank of America since 2026. Prior to her current role, her background includes experience in the restaurant and retail sectors, including positions at Streetlight Taco Henderson, Cameron Mitchell Restaurants, and Lithia Motors. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sean Lonergan is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2015. 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, institutional and pension plans, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Keith Azar is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He serves clients from the Merrill East Lansing, Michigan office, focusing on delivering holistic wealth management and planning. Keith’s expertise includes individual and corporate retirement plans, corporate executive services, investment consulting for defined benefit and defined contribution plans, legacy planning, portfolio management, and socially responsible investing. Keith began his career with Merrill in January 1994 and has over 30 years of experience in the financial services industry. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's degree in Financial Administration from Michigan State University. Originally from Clinton Township, Michigan, Keith now resides in Bath, Michigan with his wife, Jen, and daughter, Veronica. Outside of work, he enjoys adventure sports, boating, reading, and spending time with his family.

Raymond Hand is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 23 years of industry experience. His prior roles include positions at Regions Bank, Truist Advisory Services, SunTrust Investment Services, and BB&T. Outside of his advisory career, he serves as an elder board member at Freedom Family Church, where he oversees financial matters. Cetera Investment Advisers LLC provides a wide range of investment advisory services through a large national network, serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with program options including model portfolios, direct indexing, and unified managed accounts.

Marc Spencer is a financial advisor with Merrill in Tampa, FL, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Bank of America, N.A. and Merrill since the mid-1990s and is currently involved in several community organizations, including serving on the finance committee for Christ the King, the board of directors for the Boys & Girls Club of Tampa Bay, and as a board member of Feeding Tampa Bay. 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 investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Oraine Munda is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has previously worked at E*TRADE Securities, Bank of America, Merrill, and Edward Jones. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and offers services through financial advisors and specialized planning groups.

Candice Cason is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 credential and has been with Bank of America and Merrill for the past 10 years. Outside of her advisory work, she operates a small photography business called Mash Studios Photography. 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. The firm offers model-based and discretionary strategies led by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ken Tsukiyama is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds the Series 66 designation and has worked at various Raymond James entities since 2007. 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, pension plans, corporations, and institutional clients. The firm uses detailed fact-finding and risk-profiling tools to tailor non-discretionary planning and supports municipal and public-finance work through its affiliation with a municipal advisor.

Patxi Risinger Chopeitia is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and less than one year of industry experience. Prior to joining Morgan Stanley, Chopeitia held positions at Georgia Banking Company and Clockwork Concepts, and completed education at Hampden-Sydney College. 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 with a focus on financial and estate planning, managing approximately $2.74 trillion in client assets.

Douglas Doran is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2013. 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 through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process based on firm-approved tools and modeling techniques.

Halle Besler is a financial advisor with Raymond James & Associates holding a Series 66 designation and no prior industry experience. Her background includes roles at the University of Florida and Notre Dame High School. 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Josue Falcon is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. Based in Tampa, FL, he holds the Series 63 and Series 66 licenses. Outside of his advisory role, Josue is involved in managing rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Katie Reuter is a financial advisor with Edward Jones in St. Petersburg, FL, holding a Series 66 license and two years of industry experience. She has operated a coaching business, One Step Media DBA Kate Reuter Coaching, since 2018, providing virtual life and mindset coaching based on a Human Design assessment approach. Prior to joining Edward Jones, she held roles in hospitality and the music industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is notable for its large nationwide advisor network and affiliated capabilities, including trust services and proprietary mutual funds.

Kanyon Sar is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Morgan Stanley, Kanyon worked in various roles including positions at Topgolf, American Social, and Greenbridge Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

David Scigliuto is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc., where he has worked since 2016. He has 39 years of industry experience. Outside of his advisory role, he owns and manages several businesses, including a support company and other ventures unrelated to investment management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized municipal and retirement plan advisory services.