Haleigh Guilbert is a Financial Advisor at Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA), indicating her expertise in personal investment strategies. Haleigh has completed her education with a Master's Degree from Florida Gulf Coast University and a Bachelor's Degree from Florida State University.

Darcy Jones is a CFP® with 24 years of industry experience, currently serving at Charles Schwab since 2020. Prior to this, Darcy worked at USAA Investment Management Company and USAA Financial Advisors, Inc. between 2009 and 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and alternative investment options.

Tyler Mackanos is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and Landstar Transportation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios utilizing mutual funds, ETFs, and ETPs.

Steven Beasley is a CFP® professional with 40 years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2023, following a decade at UBS Financial Services Inc. 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, pension and profit-sharing plans, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

Timothy Gross is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked at Raymond James since 2020 and previously spent over two decades at Merrill and 11 years at Bank of America. Outside of his advisory role, he owns Trillium Real Estate Holdings, a real estate investment business. 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 and non-discretionary investment consulting, utilizing a variety of portfolio management strategies supported by in-house research and affiliated sub-advisers.

Daniel Ramsey is a CFP® professional with 15 years of industry experience, currently advising clients at LPL Financial since 2021. His prior roles include work with Waddell & Reed, various insurance carriers, and involvement with community organizations such as Sarasota Toastmasters Club. Ramsey has also served as a volunteer tax preparer for Step Up Suncoast and held a board position with Lakewood Ranch Referral Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management strategies.

Roy James is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he co-hosts a sports debate podcast and is involved in several business ventures related to homebuilding and wellness. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and access to a broad range of brokerage and insurance products.

Robert Ulrich is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor financial plans aligned with client goals and risk tolerances.

David Herman is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 designations and possessing 36 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously with Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured financial planning tools and modeling techniques as part of its advisory services.

Gary Hummel is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with LPL Financial and has previously worked at Merrill and Raymond James Financial Services. He also manages Hummel Wealth Management LLC, a business entity for tax and investment purposes. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through its network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

William Bond is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at supporting their long-term goals. His approach includes leveraging Merrill’s investment insights alongside the banking and lending solutions of Bank of America to create flexible wealth management plans tailored to each client's unique financial picture. William’s areas of expertise include education planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, retirement income, and wealth planning for women. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. William earned his bachelor’s degree from the University of Florida. In addition to his professional work, William dedicates time to volunteering with organizations within the communities served by Merrill. His personal interests include cooking, hiking, music, spending time with family, traveling, and watching movies.

Steven Laesser is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. Prior to joining LPL in 2024, he worked at Raymond James Financial Services and Mettler-Toledo. He is involved with Serving the Lord Enterprises, a business entity unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Paul Metcalfe is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. He has worked at Raymond James & Associates since 2010 and previously spent time at LHT Performance from 2013 to 2018. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Joseph Raissi is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James since 2008 and is also an author of the book *Wealth Creation and Protection*. Raissi has a long-standing involvement with the First Baptist Church since 1997 and has held leadership roles in family and support companies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized municipal and public-finance advisory capabilities and programs such as SIMPLE IRA Employer Advisory & Consulting Services.

William Counsman is a financial advisor with Wells Fargo Advisors in St. Petersburg, FL, holding a Series 63 designation and bringing 30 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he spent 26 years with Raymond James Financial Services, Inc. and was self-employed as a consultant in 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services. The firm offers tailored client recommendations using proprietary research and planning tools, covering comprehensive areas including cash-flow, retirement, and wealth-transfer planning.

John Kollar is a financial advisor with Cambridge Investment Research Advisors in Saint Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Cambridge Investment Research since 2019, with a prior retirement period from 2013 to 2019. Outside of his advisory role, Kollar serves as a volunteer board member for the Cloisters on Beach Homeowners Association. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a network of independent Financial Professionals using a variety of portfolio management approaches and custody platforms.

Damien Bertucelli is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2002. Outside of his advisory role, he serves as CEO of Tampa Bay Businesses For Culture And the Arts and is a board member of the Warehouse Arts District Association. 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 including individuals, institutions, and municipal entities, and offers a range of financial planning, consulting, and municipal advisory services.

Ryan Morse is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1995 and is also the owner of Centravest Financial, Inc., a business support company based in St. Petersburg, FL. 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 investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Shane Workman is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Bank of America, Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, PSI Advisors, LLC, and LPL Financial LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model‑based and discretionary strategies for a variety of individual and institutional clients, utilizing internal and third‑party investment approaches.

Rachel Hodges is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds a Series 63 designation and previously worked in roles at Travis Mathew, Lucky Brand Jeans, the New York Yankees, and Abercrombie & Fitch. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.