Benjamin Damsker is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Citigroup Global Markets. He serves as a board member, treasurer, and finance chair for Morton Plant Mease Health Care, participating in meetings and fundraising efforts. 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 with over 14,000 advisors, offering both brokerage and advisory solutions supported by research and analytics.

Brian Kilczewski is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and having 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing, B.C. Ziegler and Company, Ameriprise, and Morgan Stanley. Outside of financial advising, he assists his spouse with a local crochet craft business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional investors, and municipal entities. The firm offers financial planning and investment consulting with a variety of portfolio management styles, supplemented by affiliated research and advisory services.

Christopher Smoak is a financial advisor with LPL Enterprise in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has previous experience at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is also registered as a personal lines agent for property and casualty insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and wrap programs, alongside affiliated trust, insurance, and lending services.

Denise Samson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding 37 years of industry experience. She has been with Raymond James & Associates since 1986. 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, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Carolyn Bell is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has four years of industry experience. She has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021. Prior to her current role, she held positions in dental practice settings. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, offering written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative screening and qualitative research with an ESG framework and utilizes affiliates for implementation and portfolio services.

Mason Wellborn is a Series 66 licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, where he has worked for 10 years. He has six years of industry experience overall. Raymond James & Associates, Inc. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services among other solutions.

Lynn Misner is a financial advisor with LPL Financial in St. Pete Beach, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining LPL Financial in 2021, Misner spent 18 years with M&T SECURITIES, Inc. and has been with M&T Bank since 2021. 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, and institutional platforms.

Benjamin Erney is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and FP Solutions RI. His background also includes roles at Kutztown University of Pennsylvania and Penn State University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional investors, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing multiple portfolio management styles and affiliated research resources.

John Golon is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. His background includes roles at Raymond James since 2021 and prior positions at Florida State University and CenterState Bank. Raymond James & Associates is a large firm overseeing approximately $501 billion in assets, serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, employing a variety of portfolio management styles supported by extensive research and affiliates.

Debra Barron is a financial advisor with Primerica Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and having eight years of industry experience. Her work history includes roles at Primerica Advisors since 2017, PFS Investments Inc. from 2016 to 2017, and Primerica Financial Services beginning in 2016, as well as a position at 15th Street Farm N. in 2024. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and operates at scale with thousands of advisors and offices.

Stacey Ellis is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. She has worked at RBC Capital Markets since 2013 and previously spent two years with CI Doyle Private Wealth, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies managed through in-house and third-party managers, combining discretionary and non-discretionary services.

Joshua Curran is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 65 designation and 16 years of industry experience. He has been with Raymond James & Associates since 2010 and has also been affiliated with the University of Tampa since 2009. Raymond James & Associates 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—including individuals, institutions, and public entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Noreen McClure is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. She holds Series 63 and Series 66 designations and has 34 years of industry experience, including 16 years at Raymond James. Outside of her advisory role, she serves as a power of attorney in a family matter involving elder care and Medicaid applications. 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 that includes individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through various portfolio management strategies and affiliated research resources.

Michael Burrows is a financial advisor with Primerica Advisors in Clearwater, FL, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked with Primerica since 2013 and has prior experience at Zales Corp. Outside of advising, he is involved in sales of home security and automation product referrals through a Primerica affiliate. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering model-based investment strategies through its advisory platform.

Lindsey Kuklin is a financial advisor with LPL Financial in St. Petersburg, FL, holding Series 63 and Series 66 registrations and nine years of industry experience. Her previous roles include work with various insurance carriers, financial firms, and operating a notary service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with advisory and brokerage services. The firm offers a range of financial planning and investment management solutions through a large network of advisors employing model portfolios, third-party subadvisors, and customized strategies.

Michael Moore is a financial advisor with Ameriprise in Dunedin, FL, holding Series 63 and 65 licenses and bringing eight years of industry experience. His prior roles include positions at Avantax Advisory Services, Coastal Equities, and HD Vest. Outside of financial advising, he is the managing member of MSM Accounting and Tax Services LLC and serves as treasurer on the board of directors for Estates at Cobbs Landing. He is also involved with BB Carts LLC, focusing on golf cart repair and restoration. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Liam Delaney is a financial advisor at RBC Capital Markets with five years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services and Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Amy Horak is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and 24 years of industry experience. She has been with Raymond James since 2016. Outside of her advisory role, she owns a small business baking desserts for events and serves as a board member and finance committee member for Operation PAR, Inc., a nonprofit organization. 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, pension plans, and municipal entities, offering financial planning and consulting services with a range of investment strategies and affiliated research support.

Rachel White is a financial advisor at Raymond James & Associates with a Series 66 credential. She has been with Raymond James since 2023, following prior roles in the sports and media industries including positions at Vinik Sports Group, the United States Olympic and Paralympic Committee, and PAC 12 Networks. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipalities, offering financial planning and investment consulting primarily through non-discretionary relationships supported by various portfolio management styles and affiliated research.

Robert Matala is a financial advisor with Raymond James Financial, holding Series 66 and Series 63 licenses and bringing 26 years of industry experience. His career includes roles at firms such as Symmetry Partners, Envestnet PMC, PGIM Investments, and Russell Investments. He is based in St. Petersburg, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with specialized municipal and public finance advisory capabilities.