Christopher Service is a financial advisor with Edward Jones in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at SEDCO and has been involved in coaching swim teams, currently serving as head coach for the Carrollwood Village Swim Team and Carrollwood Day School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Ronald Mason is a financial advisor with RBC Capital Markets in St. Petersburg, FL. He holds Series 63 and Series 66 licenses and has 29 years of experience in the industry. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and offers access to both in-house and third-party investment managers.

Robyn Lista is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James & Associates, she worked at Raissi & Co, Inc. and has been involved with Inspire Productions, LLC as a singer and Pure Barre as a part-time fitness instructor. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services using a variety of portfolio management styles supported by in-house research and affiliated managers.

Gavin Mc Lay is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. His background includes roles at Raymond James & Associates, Florida State University, Boaters Republic, and Northeast High School. Outside of advisory work, he serves as a captain for hire through Outta Line Fishing Charters. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Kristine Hartland is a CFP®-certified financial advisor with 34 years of industry experience. She is currently with Ameriprise and has previously worked at Peace Wealth Management, LPL Financial, and Ameriprise Financial Services. Outside of her advisory role, she owns a consulting business, Revelation & Restoration, Inc., and serves on the board of the National Christian Foundation of Tampa Bay. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security claiming options. The firm combines research, modeling, and algorithmic tools to deliver tailored, written recommendations through a centralized consulting team.

Melissa Haskins is a financial advisor at Edward Jones in Valrico, FL, with 12 years of industry experience and a Series 66 designation. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Paul Willson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 designations and accumulating 32 years of industry experience. He has been with Raymond James & Associates 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 diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Michael Lehman is a financial advisor at LPL Financial with 31 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining LPL Financial in 2017, he worked for 15 years at Investment Centers Of America, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a broad network of investment adviser representatives.

Sydney Colson is a Financial Advisor at Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER (CFP). In her role, she collaborates with clients to develop strategies that address short-, mid-, and long-term financial goals, providing guidance on a range of topics including general investing, retirement planning, and unexpected financial needs. She also facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Sydney specializes in college education planning, family wealth management strategies, small business strategies, and support for women and wealth. Originating from the Chicago area, she holds a Bachelor's Degree from Creighton University and carries the designation of Personal Investment Advisor (PIA). She emphasizes a financial planning approach that is both understandable and empowering, aiming to help clients build wealth while enjoying their lives. Outside of her professional responsibilities, Sydney engages in activities such as adventure sports, golfing, running, volleyball, traveling, and spending time with her family.

Edythe De Marco is a Wealth Management Advisor with Merrill Lynch Wealth Management. She co-founded The De Marco-McCarthy Group, which serves high and ultra-high net worth families with a focus on multi-generational, goals-based planning and wealth preservation strategies. Edythe works closely with business owners preparing for transitions, women investors, and families navigating retirement, legacy planning, or major life changes. Her approach emphasizes providing a boutique-level, high-touch experience that connects all aspects of clients' financial lives to prioritize and pursue their most important goals. With over 40 years of experience, Edythe holds a bachelor’s degree from Santa Clara University and has completed an accredited certificate program at Harvard University. She is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). She has been nationally recognized by Barron’s and Forbes for her work, including multiple listings on their top advisor lists. Edythe is a member of professional organizations such as the Southcoast Estate Planning Council and the Tierra Verde Women's Club. Outside of her professional commitments, Edythe is actively involved in community organizations including Foster Forward, Habitat for Humanity Tampa Bay Gulfside, St. Anthony's Hospital Foundation Women in Philanthropy, St. Mary's Episcopal Church, and the Sunset Pointe Condominium Association Master Board. She is an adoptive mother and resides in St. Petersburg, Florida, and Tiverton, Rhode Island. Her personal interests include biking, boating, cooking, music, reading, traveling, yoga, and spending time with family.

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.

Tyler Yim is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has previously worked at Stephen Ng Financial Group, Alliance Community Healthcare, and has a background in dental practice and academia. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple managed-account platforms to construct portfolios across a range of investment types.

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.

James Okun is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for eight years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by extensive capital markets and asset management resources.

Gregory Helck is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2009. Outside of his advisory role, he is the owner of several family-related business entities formed for estate planning and real estate management purposes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services, with a focus on non-discretionary advisory relationships and a range of portfolio management strategies.

Joshua Bennett is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to his advisory career, he was employed at Publix Super Markets Inc. for two years. 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 strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Mariette Dayton is a Financial Advisor with Merrill Lynch Wealth Management. She holds the Chartered Retirement Planning Counselor (CRPC) designation, reflecting her specialization in retirement planning. Mariette earned both her Bachelor's Degree and Master of Business Administration (MBA) from the University of Tampa. She applies her educational background and professional credentials to assist clients in managing their financial goals.

Bryan Lingle Jr. is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan in various capacities since 2012. 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. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities through a non-discretionary program.

Patrick Taylor is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Conrado Asencio Asencio is a financial advisor with RBC Capital Markets holding a Series 66 designation and one year of industry experience. His prior work includes roles at BayFirst National Bank, Amscot Financial, and Liga Municipal Dominicana. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.