Julie Fisher is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding a Series 66 designation and 21 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide both discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to clients’ Advisory Risk Profiles.

Mark Mekler is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Raymond James & Associates since 2006, with a brief interruption before rejoining the firm in 2022. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Miles Green is a CFA® charterholder with 27 years of experience in the financial services industry. He has been with RBC Capital Markets since 2008 and has worked concurrently at City National Bank since 2018. In addition to his advisory work, he holds a director role for an oil and gas royalty entity inherited from his father, managing related administrative matters. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, employing a mix of in-house and third-party investment managers and emphasizing customizable strategies aligned with client risk profiles.

Luis Garcia is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2013. 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 charitable organizations, offering financial planning and consulting services with a focus on tailored, non-discretionary advice supported by extensive research and a wide range of portfolio management styles.

Monique Eatman is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, bringing 10 years of industry experience. Her prior roles include positions at Merrill Lynch and Bank of America. 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 clients, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Larry Ellis is a CFP®-certified financial advisor with Raymond James & Associates in St. Petersburg, FL, bringing 33 years of industry experience. He has been with Raymond James & Associates since 2007 and has owned Larry Ellis - Goldsmith, a fine jewelry sales and repair business, since 2008. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, supported by research and a range of portfolio management strategies.

Dragana Zoric is a financial advisor at Merrill with a Series 66 designation and over 19 years of industry experience. She previously worked at Franklin Templeton Investments for nearly two decades and has held a position with Hilton Hotels since 2022. 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 a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutions, supported by internal and third-party portfolio management teams.

Thomas Powers is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 40 years of industry experience. His prior roles include positions at City National Bank and RBC Capital Markets LLC. Powers serves on the Finance and Investment Committee of Ronald McDonald House Charities of Tampa Bay. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering tailored, non-discretionary financial planning and consulting supported by a broad range of portfolio management styles and affiliated research.

Jared Lohden is a Series 66 licensed financial advisor with 14 years of experience, currently with J.P. Morgan Securities. He has been with J.P. Morgan Securities since 2012 and also has prior experience at JPMorgan Chase Bank, N.A. outside of his advisory role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

Rolondo Bonner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His background includes roles at King of Freight, Affordable Solar Roofing and Air, and Pfs Investments Inc. He receives additional compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-driven strategies managed by third-party asset managers and supports trade execution and custody through established partners such as BNY Mellon Advisors and Pershing.

Victor Arruda Rosenshteyn is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch, Darwin Wealth Management, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kenton Wilson is a financial advisor at Cambridge Investment Research Advisors with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial for 11 years. Wilson is also president of Wilson, Wilson & Company Retirement and Estate Planning, a firm specializing in retirement and estate planning. Cambridge Investment Research Advisors serves a diverse client base—including individuals, retirement plans, charitable organizations, and trusts—offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management options, including proprietary models and third-party strategies, with both discretionary and non-discretionary implementations tailored to client objectives.

Christopher Cooper Jr. is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab and Raymond James Financial. Outside of his advisory role, he works part-time as an Uber Eats driver on weekends. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Jeffrey Ritch is a Series 66-licensed financial advisor with 14 years of industry experience, currently with UBS Financial Services in St. Petersburg, FL since 2021. His prior experience includes roles at J.P. Morgan Securities, Harrisdirect LLC, and Merrill. Outside of finance, he is a high school basketball referee and a non-operating owner of a fitness and personal training business in St. Petersburg. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans. The firm provides a broad range of capital markets services alongside wealth management.

Nicole French is a financial advisor at Charles Schwab with five years of industry experience. She holds a Series 66 designation and previously worked at TD Ameritrade, Regions Bank, First Commerce Credit Union, and Electronet Broadband Communications. French is based in St. Petersburg, FL. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 non-discretionary advisory relationships with access to discretionary separate managed accounts, using multi-asset model portfolios and a centralized operational structure.

Eric Sidor serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads a team that provides personalized family wealth management services to an exclusive clientele including physicians, attorneys, entrepreneurs, corporate executives, retirees, and small business owners. The team emphasizes a client-centric philosophy, offering focused attention, best-of-breed strategies, and regular performance assessments to accommodate new circumstances and timely adjustments. Eric's expertise encompasses asset and liability management, income and asset preservation, retirement income planning, liquidity management, tax minimization, and generational wealth transfers. He coordinates with clients' attorneys and accountants to develop integrated, advice-focused plans aimed at minimizing risk and preserving capital during market volatility. Eric holds the Chartered Retirement Planning Counselor designation among others and is licensed in life, health, and long-term care insurance. He earned a Bachelor of Science degree in Finance and International Business from the University of Tampa, where he also serves on the Board of Fellows. Eric joined Merrill Lynch in 2004 after six years at another firm. He lives in St. Petersburg with his wife and two children and has personal interests in boating, fishing, hunting, running, scuba diving, and soccer.

Joyce Falken is a financial advisor at Edward Jones with 24 years of industry experience. She has held her current role at Edward Jones since 2013. Falken holds Series 63 and Series 66 credentials. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joanne Germak is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding a Series 66 designation and 27 years of industry experience. She previously worked at Merrill from 2018 to 2022 and Morgan Stanley Smith Barney from 2009 to 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, along with various portfolio management and financial planning services.

Steven Welch is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds a Series 66 designation and has worked with Thrivent Financial and Thrivent Investment Management since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering various topics such as retirement and estate planning, with the option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Chad Cornell is a Certified Financial Planner® affiliated with OSAIC, bringing 28 years of industry experience. His prior roles include nearly two decades at Investacorp Advisory Services and four years with Securities America Advisors. Outside of his advisory work, he serves as president of Frank Cornell Associates, Inc., a firm providing payroll, bookkeeping, and tax services. OSAIC serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a wide range of brokerage and advisory services supported by advanced portfolio construction tools and access to multiple third-party investment platforms.