Elizabeth Adam is a financial advisor at UBS Financial Services with 29 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she provides part-time administrative assistance to a family law attorney. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Brittany Prokash is a financial advisor with Robert Baird & Co. based in St. Petersburg, FL. She holds the Series 66 designation and has six years of industry experience. Her prior roles include positions at Merrill and Agenda Consulting. Brittany is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm combines manager-traded and model-traded SMA strategies with tax-management and direct-indexing capabilities, supported by home-office investment professionals and internal research tools.

Dustin Henderson is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James in 2018, he spent 11 years at Eagle Asset Management, Inc. He serves on the finance council advisory board of Holy Family Catholic Church. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth individuals, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary consulting and supports institutional portfolio management through a large advisor network.

Christopher Herman is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley, he worked at Dynasty Financial Partners and attended the University of Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized estate planning groups.

Lawrence Passaretti is a financial advisor at OSAIC with 42 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at American Portfolios Financial Services, Inc. and Cigna Securities Inc, as well as Connecticut General Life Insurance Company. Outside of his advisory work, he is involved in business management and consulting through ownership and leadership positions in several entities. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services, employing a range of investment tools and third-party solutions to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Jacqueline Erhart is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Investments, Raymond James Financial Services Advisors, Inc., and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Jeffrey Layhew is a financial advisor with LPL Financial in Palmetto, FL, holding Series 63, 65, and 66 credentials and 34 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory work, he has acted as a film extra and sells motocross bikes and parts online. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diversified investment strategies.

James Bronson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and six years of industry experience. Prior to his current role, he worked at TransAmerica Retirement Solutions and Transamerica Investors Securities Corporation. Outside of finance, he consults on complex projects for Tampa Window Shades, a window treatment business. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Elizabeth Hazen is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. She brings two decades of experience in the financial services industry, beginning her career in 2005 as a personal banker with Bank of America in Augusta, Georgia. She later served as a financial center manager in Tampa Bay before transitioning to Merrill Lynch Wealth Management in 2014. Elizabeth joined her current team in 2016, where she focuses on delivering personalized wealth management strategies that align with her clients’ distinct financial goals and values. Her expertise includes comprehensive wealth management for individuals and families, with particular emphasis on college education planning, family wealth strategies, LGBT wealth planning, managing new wealth, retirement planning, and socially responsible investing. Elizabeth engages with clients through a planning-based approach that evolves over time, integrating a deep understanding of their priorities and circumstances. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Chartered Retirement Planning Counselor™ (CRPC™) certification, and the Personal Investment Advisor (PIA) credential. Elizabeth earned her Bachelor's degree in Sociology and Criminology from the University of Georgia. She lives by the beach with her husband and their family. Committed to community involvement, she volunteers with organizations such as LEAD for Women at Bank of America in Tampa, serves as a lecturer at her church, and contributes to her local food bank. In her personal time, Elizabeth enjoys running and participates in charity races with her running club throughout the year.

Eric Allen is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Davidson Investment Advisors. Allen is based in St. Petersburg, FL. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, which use forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Lori Lacy is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1993. Merrill, together 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ronald Jones is a financial advisor with Primerica Advisors in Tierra Verde, FL, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 2006. Outside of his advisory role, he is involved in sales of home security and automation products through affiliated companies and operates a financial services business related to Primerica. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-based investment strategies managed by unaffiliated asset managers.

Pedro Filippa is a financial advisor with Merrill in Saint Petersburg, FL, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Mutual of America, Raymond James & Associates, and T. Rowe Price. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paul Haskins is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. His prior roles include positions with the City of Tampa and Manatee County, as well as work at Colosseum Coaching and Consulting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Magee is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities and JP Morgan Chase Bank. Magee also operates a personal loan business as a sole proprietor outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment models in its advisory process.

Jonathan Jacobus is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The Jacobus Wealth Management Group, which serves a diverse clientele across New York, New Jersey, Florida, and 24 other states. The group provides personalized wealth management strategies through a disciplined five-step process focused on understanding clients' financial situations and long-term goals. Jonathan and his team work closely with clients to establish and define their objectives, assess their current financial status, and align recommendations accordingly. Their services include investment and retirement planning, liability management, budgeting, and other aspects of financial life management. The group serves multiple generations of clients, including corporate executives, attorneys, CPAs, and business owners. Jonathan holds a Bachelor's Degree and a Master's Degree from the University of Tampa and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He also participates in community service through volunteering with local organizations.

Robert Wolf is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he owns COST TO SERVE, LLC, a business that provides a program to help companies calculate the total cost of inventory by SKU. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and periodic reviews without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.

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.

Chelsea Cellamare is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and six years of industry experience. She has worked at Raymond James since 2018 and previously spent 11 years at Triad Retail Media. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and municipal entities. The firm offers financial planning and investment consulting through a range of portfolio management styles and supports its advisers with firm research, model managers, and municipal advisory services.

Nathaniel Beaver is a Series 66-licensed financial advisor at Edward Jones with 12 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2014 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.