Pierre Vieux Jr. is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at the University of South Florida St. Petersburg and St. Petersburg College. Vieux serves as a board member of the Minority Health Coalition of Pinellas Inc., where he assists with social media development and community outreach. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

John Mcnulty is a CFP® professional with 24 years of experience in the financial industry. He joined Cetera in 2025 following a 23-year tenure at Avantax Advisory Services and has operated McNulty & Associates since 1992, providing tax, accounting, and business consulting services. Outside of financial advising, he serves as a board member for the Evanston Fourth of July Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, access to third-party managers, and a wide range of program structures supported by a large national network of advisors.

Ronald Valdez is a financial advisor with Fidelity who holds Series 63 and Series 65 designations and has 22 years of industry experience. His prior experience includes seven years at Edward Jones before joining Fidelity in 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves in advisory roles for multiple registered investment companies and fund-of-funds.

Ted Soltys Jr. is a financial advisor with Equitable Advisors in Saint Petersburg, FL, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with Axa Advisors. Outside of his advisory role, he serves as executor and power of attorney for his parents' living trust and as co-trustee for his wife's trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels and emphasizes tailored client service based on documented goals and risk tolerance.

Andrew Parks is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. His work history includes roles at Osaic Wealth and 21st Century Financial, along with prior experience in the hospitality sector. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across various asset classes.

Charles Thompson is a financial advisor at LPL Financial with 18 years of industry experience and holds the Series 66 designation. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research, model portfolios, and various investment strategies.

Derek Jancisin is a Private Wealth Advisor at Merrill Private Wealth Management. He works with entrepreneurs, executives, and professional coaches and athletes, focusing on simplifying the complexities of their financial lives and creating efficient strategies aligned with their goals. Derek specializes in major life transitions, business succession, tax strategy, legacy planning, and wealth transfer, particularly for highly mobile and successful individuals and families. He holds a Bachelor's degree from Columbia University and has earned multiple professional designations, including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Derek also brings a unique perspective to his practice through his passion for aviation, which began with clients who flew their own planes and has informed his approach to wealth management. Outside the office, Derek engages in various personal interests including aviation, golf, adventure sports, football, music, reading, skiing, traveling, yoga, and spending time with his family. He is involved with the community organization SkyHope. Derek's mission is to make a meaningful impact by simplifying complexity and delivering clarity to his clients.

Eric Gates is a financial advisor with Raymond James & Associates holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Raymond James, he worked at several companies including Saanroo and ProjectMark. 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 plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs and affiliated research resources.

Ryan Stevens is a financial advisor at Ameriprise Financial Services with 28 years of industry experience. He has held positions at Ameriprise since 2020 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors from 2012 to 2020. Outside of his advisory role, Stevens serves as an assistant tennis coach at Wayne State University. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice, focusing on income sources and tax-aware withdrawal strategies.

Thomas Gargiulo Jr. is a financial advisor at Cetera with 36 years of industry experience. He holds a Series 63 designation and has worked at Cetera and its related entities since 1999. Outside of his advisory role, he serves as president of National Income Tax Accounting & Insurance Services, Inc., where he provides accounting services, prepares tax returns, and manages accounting software sales and support. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services delivered via a multi-manager platform that includes affiliated and third-party managers, with program options ranging from automated allocations to bespoke strategies.

James Forsman Jr. Jr. is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Forsman serves clients in St. Petersburg, Florida, and has a successor role related to an estate in Seminole, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and manages approximately $2.74 trillion in client assets.

Kristin Smith is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Raymond James & Associates for 29 years. Outside of her advisory role, she serves as a board member and investment committee member for the Suncoast Center for Community Mental Health. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nicholas Bahamonde is a Series 66 licensed financial advisor with 10 years of industry experience. He has worked at Merrill since 2026 and previously spent 11 years at Citigroup. He is based in Saint Petersburg, FL. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Trae Urie is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding a Series 66 designation and nine years of industry experience. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Graham Edwards II is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Outside of his advisory role, he is involved in consulting and business ownership with entities focused on dental practice partnerships and dental real estate management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, incorporating tax-aware strategies and proprietary research tools.

Brian Martin is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has held roles at multiple firms, including Spinnaker Resorts and Intuit, where he provides tax preparation services. He also serves as an insurance agent for fixed insurance products and acts as an external financial consultant for a luxury vacation resort. Cetera Investment Advisers LLC is an SEC-registered firm that offers a broad range of investment advisory services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides discretionary and non-discretionary portfolio management and access to multiple program platforms and third-party managers.

Tatum Taucher is a financial advisor with Charles Schwab in St. Petersburg, FL, holding a Series 66 credential and three years of industry experience. Their work history at Charles Schwab and Charles Schwab Bank spans from 2021 to the present, alongside earlier roles including work at Our Lady Star of the Sea and Urban Dogg. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts and operates a large-scale, integrated platform offering advisory, brokerage, custody, and cash-sweep services.

Richard Stoner is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Ameriprise since 2009 and manages the day-to-day operations of his practice through his own business entity, Richard W. Stoner, LLC. He is also involved in a professional networking group, NPI/St Pete Business Builders, which facilitates business referrals among members. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a comprehensive recommendation report supported by proprietary research and third-party data, with certain enrollment criteria and an investment universe influenced by affiliated product relationships.

Jamie Tomlin is a CFP® professional with 30 years of industry experience. He is currently with Equitable Advisors and has previously worked at Stifel Independent Advisors, LLC and Wachovia Securities Financial Network, LLC. Tomlin serves as President and Director of Crescent King Development Inc. and BT Development Group, Inc., entities related to his financial practice. Equitable Advisors serves a diverse clientele including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, brokerage, insurance services, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, working extensively through program sponsors and third-party managers.

Robert Nolan is a financial advisor at LPL Financial with 37 years of industry experience. He previously spent 14 years at Raymond James & Associates before joining LPL Financial in 2023. Nolan holds a Series 63 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, combining discretionary and non-discretionary management with research-supported model portfolios and advanced portfolio management technologies.