David Soiferman is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including six years at Ameriprise Financial Services, LLC, and ten years at Ameriprise Financial Services, Inc. He has a background in financial services and is based in Oldsmar, FL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements.

John Price is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining Wells Fargo Clearing in 2017. He also serves as co-trustee for his spouse. Wells Fargo Advisors provides investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets through a large network of financial advisors, offering both brokerage and advisory solutions supported by research and analytics.

Bryan Rooney is a financial advisor with J.P. Morgan Securities holding a Series 66 license and three years of industry experience. He has worked at various entities including J.P. Morgan Chase Bank, City First Mortgage Services LLC, and is currently involved with Beachgrove Homes, Inc., a real estate investment holding company where he serves as an owner and partner. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jessica Malley is a financial advisor at Raymond James Financial Services Advisors, Inc. with 11 years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2015, including a role at Doshi Financial LLC from 2015 to 2022. Prior to her advisory career, she was affiliated with the University of South Florida. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, using comprehensive risk profiling and firm research to provide tailored recommendations across various account types.

Dean Rosko is a financial advisor with Equitable Advisors in Clearwater, FL, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with Equitable Advisors since 1999, following a tenure at Axa Advisors. Outside of his advisory role, he serves as the First Vice President of the Gulf Coast US Bowling Congress. 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 operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored financial solutions.

John Mc Connell III is a financial advisor with Ameriprise in Clearwater, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Nicole Cassidy is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and eight years of industry experience. Prior to her financial services career, she worked for Best Buy for 11 years. Outside of advisory work, she is employed as a Registered Pharmacy Technician at CVS Pharmacy, where she supports pharmacy operations. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Michael Miller is a financial advisor with LPL Financial in Clearwater, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at INVEST Financial Corporation from 2014 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolios supported by in-depth research and diverse investment strategies.

Zachary Kessler is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds a Series 66 designation and has 13 years of industry experience, all with Raymond James since 2010. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses and serves both retail and institutional clients, including municipal entities through its Institutional Fiduciary Solutions division.

Alyse Duffy is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, Duffy serves on the Board of Directors for the American Legion Cemetery Corporation and is the First Vice President of the American Legion Auxiliary USS Tampa Unit 5. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, primarily for clients with accounts managed by Ameriprise.

Mark Carlson is a Senior Financial Advisor and founding member of the Carlson Group, a Goals-Based Wealth Management team within Merrill Lynch Wealth Management. Since joining Merrill Lynch in St. Petersburg in 1981, Mark has developed investment disciplines and client relationship standards to guide his practice. The Carlson Group serves business owners, physicians, lawyers, professionals, and their families with services including portfolio management, corporate retirement plans, customized lending, trust and estate planning, and wealth transfer strategies. Mark holds a Bachelor's degree from Emory University, earned in 1972, and the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is registered to conduct business in more than 44 states. Mark balances his professional commitments with family time alongside his wife, Dimity, and their three sons. The couple is engaged with the local community through involvement with the St. Petersburg Museum of Fine Arts and Academy Prep Center for Education.

Jean Pierre Eugene is a CFP® professional with 16 years of industry experience, currently with Cetera since 2019. His prior experience includes roles at Foresters Financial and Foresters Advisory Services. He holds Series 63 and Series 65 licenses and is based in Tampa, FL. Cetera Investment Advisers LLC is a large, SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that allows advisors to implement various model portfolios and customized strategies.

Nicholas Carroll is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor with Raymond James & Associates. He has five years of industry experience, including roles at UBS Financial Services and Neville Wainio CPAs PLLC. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting, with a focus that includes public finance and municipal work.

William Heath is a financial advisor with LPL Financial in Brandon, FL, holding the CFP® and ChFC® designations and bringing 22 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Edward Jones for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

Jacob Bennett is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Northwestern Mutual, PLS Logistics, and Cimarrone Golf Club. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary financial advice supported by a comprehensive affiliate network and specialized municipal and public finance services.

Samantha Miller is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Bank of America, World Electric Supply, and Supply Chain Equity Partners. She has also been involved with the Academy of the Holy Names since 2014. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Dana Seiber is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and eight years of industry experience. She has been with Raymond James since 2015. Outside of her advisory role, she is the owner of Sunchase Travel LLC, a travel agency business she has operated since 2006, primarily serving a long-term corporate client. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs and maintains specialized capabilities in public finance and municipal services.

Kimberly Bunting is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Merrill since 2003. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm is integrated with Bank of America’s broader platform, providing access to a wide variety of products and services.

Chelsea Cellamare is a financial advisor at Raymond James & Associates with six years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2018. Prior to that, she spent 11 years at Triad Retail Media. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal work.

Richard Palmer Jr. is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and accumulating 29 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Palmer is the owner of the Institute for DROP Consultants, which promotes DROP-related materials and oversees the licensing of the Certified DROP Consultant certification mark. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a focus that includes public finance and municipal work.