Steven Segrist is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial and Lucor. 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, charitable organizations, and governmental entities—and offers a range of financial planning, investment consulting, and institutional fiduciary services.

Zhuo Wang is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at J.P. Morgan Securities and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers financial planning through its Financial Advisors and Estate Planning Strategies Group.

Paul Jessie is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and has previously worked with Cambridge Investment Research Advisors. Outside of finance, he has experience in the fitness and food service industries. Raymond James & Associates, Inc. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Anthony Scaglione is a financial advisor with Stifel in Tampa, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, he is involved with Rivercrest LLC, a personal care products company, where he serves as Vice President of Development, and he holds several leadership roles with the Ybor City Rotary Club, including Environmental Projects Chairman and trustee. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group.

Estrella Espinoza is a financial advisor with Edward Jones in Clearwater, FL, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. Her prior roles include positions at Wells Fargo, Mass Mutual Life Insurance Company, MML Investors Services, and U.S. Bancorp Investments. Outside of her advisory work, she owns a rental property in Rosemount, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Edythe De Marco is a Wealth Management Advisor with Merrill Lynch Wealth Management and co-founder of The De Marco-McCarthy Group. She specializes in serving high and ultra-high net worth families, providing multi-generational, goals-based planning and wealth preservation strategies. The Group operates with a boutique-level, high-touch approach, focusing on business owners, retirees, and women investors. With over 40 years in the financial services industry, Edythe works closely with clients facing major life changes, including retirement and legacy planning. She holds a bachelor's degree in finance from Santa Clara University and has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation, as well as a Personal Investment Advisor (PIA) credential. Edythe is also an accredited certificate program graduate from Harvard University. Edythe is actively involved in her community, serving on boards such as Foster Forward and the Sunset Pointe Condominium Association Master Board. She is a member of professional organizations including the Southcoast Estate Planning Council and the Tierra Verde Women's Club. Outside of work, Edythe enjoys biking, boating, cooking, music, reading, traveling, watching movies, and practicing yoga.

Marshall Ames is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2009 and City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Suresh Attal is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He has worked at UBS Financial Services since 2022, following roles at Raymond James & Associates and Vive FX LLC. Outside of his advisory work, he is involved in several business ventures, including partnerships focused on strategic alliances and marketing initiatives, and serves as Vice President of the Membership Committee for a professional networking group. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Lauren Silva is a CFP® with 21 years of industry experience, currently advising at Ameriprise since 2023. She previously worked at LPL Financial, LLC and Riversource Insurance. Silva serves on the Board of Directors and acts as Treasurer for the Tampa Theatre Foundation. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria. The firm provides comprehensive written recommendations addressing income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

Chris Savorelli is a financial advisor with OSAIC holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Advisor Group, MetLife, Van Eck Associates Corporation, Van Eck Securities Corporation, Saint Leo University, and Raymond James & Associates. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employs various asset-allocation tools, and provides access to third-party money managers and managed-account solutions.

Arnold Yale Jr. is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and concurrently with Wells Fargo Bank, N.A. since 2018. Prior to his financial services career, he worked at Verizon Wireless for 15 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Terry Garvin is a ChFC® and holds a Series 63 license with 44 years of industry experience. He has worked with Royal Alliance Associates, INC., Signator Investors, Inc., and GFA Financial Group, LLC. At GFA, he assists with acquiring retiring financial professional practices and provides estate planning research. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers.

Jeffrey Spencer is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves on the board of a nonprofit middle school and works as a soccer referee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of advisors. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management supported by institutional research and model portfolios.

Alejandra Paris is a financial advisor at Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 credentials. She has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2026. Prior to her current role, she worked with The Insurance Consulting Group and was self-employed, including entrepreneurial experience running Chevere Cleaning of Tampa Bay 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 through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Matthew Werd is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previous work experience at JPMORGAN Chase Bank, Marcus & Millichap, Agamerica, and Innovation Capital. Matthew is based in Tampa, Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Erin Kosoy is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Revest and Espirito Santo Catholic School, as well as time spent as a stay-at-home mom and homeschool teacher. Raymond James & Associates is a large firm serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Katherine Van Allan is a financial advisor at Raymond James & Associates with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with Raymond James firms since 2000. Outside of her advisory role, she has worked as a personal trainer and instructor since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a broad range of portfolio management styles and firm-sponsored research.

Clifford Ryan is a ChFC®-designated financial advisor with 22 years of industry experience, currently affiliated with LPL Financial. He has previously worked at Elder Planning Advisors of Maine, Inc. for 25 years and has operated his own advisory firms including CPR Advisory, Inc. and Clifford P. Ryan. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a large national network of investment adviser representatives.

Gregory Vaughn is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Mark Hannah, Chopper Industries LLC, Elite Orthopedics LLC, Willie’s, and Old Warson Country Club. He serves as executor of his parents’ will. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes assessing client risk tolerance and matching them with program models or discretionary managers, utilizing a mix of proprietary and third-party investment solutions.

Shane Miller is a financial advisor at Raymond James & Associates with one year of industry experience. He previously held positions at Marriott International, Walt Disney Company, and Geico before joining Raymond James. He has a Series 66 designation. Miller has an ownership interest in a family real estate partnership but holds no active role or control in that 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, institutional investors, and charitable organizations, offering financial planning and advisory services that emphasize tailored plans and a variety of portfolio management strategies.