Patrick Mc Dermott is a Series 66-credentialed financial advisor with 10 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2021 after six years at Wells Fargo Advisors, LLC. He is also associated with May Wealth Advisors in a financial advisory role. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as deterministic and probability modeling to support client goals.

Anthony Daugherty is a financial advisor with LPL Enterprise holding Series 65 and Series 63 credentials and 13 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2013. Outside of advising, he owns a hair salon where he contributes to marketing planning and business development, and he has worked as a sound engineer for broadcast sports events. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers services such as financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products within an integrated platform.

Christopher Zimmermann is a financial advisor with Wells Fargo Clearing in New York, NY, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Kelly Bowe is a financial advisor at Raymond James Financial with nine years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services Advisors, Inc. since 2016. Outside of her advisory role, she also serves as a branch manager for Independent Financial Services in Land O'Lakes, FL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual and high-net-worth clients, corporations, and institutional investors. The firm offers personalized, non-discretionary planning using analytical tools to evaluate potential outcomes and supports its recommendations through various advisory programs.

Randy Snyder is a CFP® professional with 13 years of industry experience, currently with Wells Fargo Clearing since 2017. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2012 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

James Tomik is a financial advisor with Cetera, holding the CFP® and ChFC® designations and has 33 years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously spent over a decade with Summit Financial Group and Summit Brokerage Services. Outside of advising, he owns a tax preparation business and teaches CFP certification classes. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to various third-party managers and program structures.

John Legner Sr. is a financial advisor with Osaic Wealth, Inc. holding Series 63 and Series 66 licenses and has 37 years of industry experience. Before joining Osaic in 2025, he worked for Lincoln Financial Securities Corporation for 17 years and has operated Legner Financial Group since 2001. He is also involved in tax preparation through his ownership of Legner Financial Group and holds roles as a notary public and annuities agent. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers brokerage and advisory services with a focus on integrated financial planning and managed accounts using diverse investment strategies and tools.

James Reilly is a financial advisor at Edward Jones in Hudson, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he spent 18 years with the Clearwater Police Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Sami Sahab is a financial advisor at Edward Jones with two years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Co. Sami has also spent 18 years at HD Robuck Jr. PA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment solutions. The firm operates under a fiduciary standard and offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branches.

William Heyser is a financial advisor with Raymond James & Associates possessing 13 years of industry experience. He holds the Series 66 designation and has worked with Raymond James since 2013. Heyser served as a committee member for the Leukemia and Lymphoma Society of the Suncoast from 2013 to 2017. 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad network of research and portfolio management resources.

Francisco Patino is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2017. Prior to that, he was with JP Morgan Securities and JP Morgan Chase Bank from 2013 to 2017 and has operated as a sole proprietor since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Brian Fuchs is a financial advisor at Edward Jones with 17 years of industry experience. His prior roles include positions at Charles Schwab, Facet Wealth, Fisher Investments, J.P. Morgan Securities, PNC Investments, and Wells Fargo Advisors. Outside of finance, he is the sole owner and managing member of Hammerhead Brands LLC, a content creation business associated with a former gaming YouTube channel and occasional personal video projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jennifer Miller is a financial advisor with Ameriprise in Odessa, FL, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise since 2011. Outside of her advisory role, she serves on the Board of Directors for Genesis, acts as a member engagement specialist for a professional networking group, and coaches a nonprofit softball team. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Shannon Sipes is a CFP® and Series 66 credentialed financial advisor with 18 years of industry experience. She has been with Ameriprise since 2007, serving in her current role since 2020. Outside of her advisory work, she is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage her practice. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to provide non-discretionary, customized recommendation reports through a centralized consulting team.

Brianna Randazzo is a financial advisor with Thrivent Investment Management in Lutz, FL. She holds a Series 66 credential and has two years of experience with Thrivent Investment Management and related entities, as well as prior experience at Wells Fargo and Fifth Third. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management for institutional clients.

Thomas Kehoe is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Cetera since 2025 and previously held roles at Block Advisors by H&R Block and Avantax. In addition to his advisory work, he serves as an elder on the board of Generations Christian Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and investment strategies supported by affiliated and third-party managers.

Philip Buffery is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones, he worked at firms including Alpha Vee Advisors LLC, Advisor AI Partners, Potomac Fund Management, and Cetera Advisor Networks. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large national network of advisors and branch offices.

David Lynne is a financial advisor with Equitable Advisors in Land O Lakes, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2013, including its predecessor firm, AxA Advisors. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Shareef Jarbawi is a financial advisor at LPL Financial with 3 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including J.P. Morgan Securities and E*Trade Securities. He is also involved with Suncoast Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

Gregory Bell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Morgan Stanley and its affiliated private banks for over a decade before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients, including individuals, institutions, and municipal entities, offering tailored financial planning and investment consulting through various advisory programs.