Nicholas Bogdan is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has held roles at Raymond James since 2023. Outside of his advisory role, he is affiliated as a financial advisor with Coastal Bay Wealth Management. 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, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and uses analytical tools to tailor recommendations to client goals and supports municipal and public finance work through a unique affiliation.

Gregory Slaton is a Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2018. His professional focus includes education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Greg holds a Bachelor of Science degree in Exercise Physiology from The University of Tampa and has earned the Chartered Retirement Planning Counselor™ (CRPC®) designation as well as the Personal Investment Advisor (PIA) designation. He is engaged with the National Alopecia Areata Foundation as part of his community involvement. Outside of his professional work, Greg resides in St. Petersburg, Florida with his fiancée. His personal interests include gymnastics, music, running marathons, and watching movies.

Stuart Green is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in Tarpon Springs, Florida. He has been with Wells Fargo Bank since 2010 and joined Wells Fargo Clearing in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Ingrid Schoppe is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services Advisors since 2013. Outside of her advisory role, she is an associate and registered client service associate at Tampa Bay Financial Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports a range of advisory programs and institutional portfolio management.

Jennings Dorman is a financial advisor at Raymond James & Associates with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Raymond James, he worked at Fidelity Investments and held roles in a variety of other companies including Nylo Capital Inc and Chipotle Mexican Grill. Raymond James & Associates, Inc. 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 that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Jason Carrier is a financial advisor at Thrivent Investment Management in Tampa, FL, holding a Series 66 designation with 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering various topics, with an option to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Tony Azevedo is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. In addition to his advisory role, he is involved in the sale of non-investment home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and uses an operational model centered on a tiered wrap fee structure.

Michael Yacavone is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions with NYLIFE Securities LLC and New York Life Insurance Company, as well as work outside finance at the Perez-Calhoun Law Firm and in the audiovisual and cigar industries. He also served in the United States Marine Corps for three years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, leveraging research from its Investment Institute and third-party sources.

Scott Linington is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2008. Additionally, he is a partner in Linington & Kissner Wealth, LLC, a business established to own personal property for his Raymond James branch. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Scott Papes is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Securities America Advisors, Inc. and Investacorp Advisory Services, Inc. He serves on advisory boards for local youth sports complexes, including the East Lake Recreation Advisory Board and East Lake Youth Sports Association. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a multi-advisor platform that supports various investment strategies and third-party manager programs.

Christopher Toscano is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial since 2009. Prior to joining LPL, he worked at Ameriprise from 2004 to 2009. He also provides tax preparation services through McNamara & Toscano Tax Services. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive research tools and a large network of investment adviser representatives.

Eliah Ewing is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ewing serves on the board of directors for Coreystrong, Inc., a nonprofit organization. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized income recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Janet Zaloga is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has dedicated her entire 39-year career. She specializes in retirement, education, and estate planning services and focuses on educating clients to help them achieve their financial goals through personalized strategies. Janet holds a Bachelor's degree in economics from the University of Michigan and has earned the professional designations of Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her expertise encompasses areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Committed to community involvement, Janet follows the Merrill tradition of participating in local organizations, volunteering with groups including the Humane Society of Tampa Bay, Historic Tampa Theater, Raptor Center of Tampa Bay, and Maxx & Me Pet Rescue. She resides in Tampa, Florida, and has been married since 1984, with her team serving clients in Clearwater, Florida, and Farmington Hills, Michigan.

Veikko Vasara is a financial advisor with Mass Mutual Investors Services holding the ChFC® and Series 63 designations. He has 38 years of industry experience, including nearly three decades at Metlife Securities Inc. and over a decade with MassMutual Life Insurance Company. Vasara also works as an independent insurance agent specializing in a range of insurance products, including dental, disability, life, and long-term care. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative annual planning engagements that utilize firm-approved software to analyze client goals.

Thomas Currier is a Planning Consultant at Fidelity Investments, where he works with clients and their families to develop financial plans tailored to their individual goals. In his role, he focuses on understanding clients' objectives and assisting them in managing risks to support their desired lifestyles. Thomas has held various positions within Fidelity Investments, including Relationship Manager, Investment Solutions Representative 1, and High Net Worth Associate. Prior to joining Fidelity, he worked as a Financial Associate at Equitable Advisors. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Christopher Pagano is a financial advisor with Edward Jones in Trinity, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Spirit Halloween, several epoxy flooring businesses, 9Round Fitness as a trainer, and insurance agencies. He has been involved in fitness training as a side activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Jason Dukas is a Series 66 licensed financial advisor with 26 years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2017 and previously held positions at Wells Fargo Clearing and Morgan Stanley. Outside of his advisory role, he serves on the Advisory Board of the YMCA of Suncoast, contributing ideas for local events. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies that use forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning decisions.

Chase Walker is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Janus Henderson and Securities America Advisors. Outside of his advisory work, he oversees a scholarship program that awards financial aid to students pursuing higher education. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services, utilizing a model-based investment process supported by portfolio optimization and risk assessment tools.

Jeremy Henderson is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He has held roles at Wells Fargo Clearing since 2016 and previously worked at A. G. Edwards & Sons, Inc. from 2007 to 2008. Henderson holds the Series 66 designation and is based in Land O'Lakes, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Justin Kissner is a CFP® professional with 10 years of experience, currently serving as an advisor at Raymond James & Associates since 2016. He is a partner in Linington & Kissner, LLC, a business established to hold personal property for his Raymond James advisor branch. 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 and consulting with a range of portfolio management approaches and affiliated research resources.