George Sadowski is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise in various capacities since 2009 and is based in St. Petersburg, Florida. 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 recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Robert Petzold is a financial advisor with OSAIC, holding a Series 66 designation and with 26 years of industry experience. His prior roles include positions at Securities America Advisors and Kansas City Life Insurance Company. He is also the owner of Petzold Financial Group, LLC, which provides life, health, and long-term care insurance sales and services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct diversified portfolios across various asset classes.

Calvin Gross is a CFP® with nine years of industry experience, currently advising at Raymond James & Associates. He previously held roles at First Trust Advisors L.P., First Trust Portfolios L.P., Carillon Fund Distributors, Inc., and Franklin Templeton. 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, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Susan Colaco is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. She has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers and offers discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Connor Brien Berks is a financial advisor at Osaic Wealth, Inc. with a Series 66 designation and less than one year of industry experience. His prior roles include positions at MML Investors Services, LLC, MassMutual Life Insurance Co, and Barnum Financial Group. He has also worked at Poquoy Brook Golf Club and attended Stonehill College. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including high-net-worth investors and charitable organizations, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing various asset-allocation tools and automated portfolio management.

Dale Darr is a CFP® professional with 13 years of experience in the financial services industry. He is currently affiliated with Raymond James & Associates and has held previous roles at Fifth Third Securities and Wells Fargo Clearing. 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 services with mostly non-discretionary implementation, backed by a range of portfolio management styles and affiliated research.

Kyle O'Keefe is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2022, previously employed at Bank of America, N.A. from 2026. Outside the financial sector, he has experience working in education, including roles at Rasmussen University and high school teaching positions. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Kirk Bell is a CFP® with 26 years of experience in the financial industry, currently serving at Raymond James Financial Services, Inc. since 2000. He has been with Raymond James Financial Services Advisors Inc. for 12 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains a municipal advisor affiliation uncommon among large institutional firms.

Karla Graber is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2002. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice, primarily for clients with assets managed within Ameriprise.

Andrew Gregory is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Raymond James in 2022, he operated Gregory LLC for sixteen years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Rebecca Schroeder is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 16 years of industry experience. She has been with Raymond James & Associates since 2007 and is also affiliated with Lakeside Christian School since 2026. Raymond James & Associates 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, including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a national network of advisers and a variety of portfolio management strategies.

Mark Vernick is a CFP®-credentialed financial advisor with 33 years of industry experience. He is currently affiliated with LPL Financial and previously worked at Cadaret, Grant & Co., Inc. for 30 years. Vernick has also operated Vernick Financial Planning since 1998. 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 variety of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management and access to diverse research and model portfolios.

Jeremy Brothers is a financial advisor at Raymond James & Associates with 18 years of industry experience. He has been with Raymond James & Associates since 2011 and holds a Series 66 designation. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutional and pension plans, charitable organizations, and government entities, providing financial planning, investment consulting, and institutional fiduciary services.

Joseph Le Blanc is a CFP® with seven years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior roles include positions at Neuberger Berman, Franklin Distributors, Merrill, Fidelity Investments, Bank of America, and Mass Mutual. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research resources.

Carole Rainey is a financial advisor at OSAIC with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and National Planning Corporation. In addition to her advisory role, she operates a tax preparation service providing federal and state tax returns. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools for portfolio construction across a range of asset types and supports both discretionary and non-discretionary account management.

Nicholas Anderson is a Series 66 licensed financial advisor at Raymond James & Associates with no prior industry experience. His career background includes roles at L'Oreal USA, CFO Alliance, Inc., and several banking institutions. He is also engaged with Upwork in a concurrent capacity. 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, offering financial planning, investment consulting, and municipal advisory services.

Gianmarco Barone is a financial advisor at Raymond James & Associates with a Series 66 designation and two years of industry experience. His prior work includes roles at Raymond James, Revature, Regions Bank, ServPro, and State College of Florida. He is also a partner in Golden Egg Customs LLC, a business involved in inventory management. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a broad range of portfolio management styles and affiliated research.

Susan Griffith is a financial advisor at Raymond James Financial with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has previous experience at Morgan Stanley and Wells Fargo Clearing. 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 investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, alongside specialized municipal and public-finance services.

David Thompson is a Certified Financial Planner® at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he serves on the board of directors for Fourth Street Condominiums and has involvement in a family-operated Smoothie King franchise. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficiency strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Jacob Shupe is a financial advisor at Osaic with a Series 66 designation and no prior industry experience. His work history includes roles at GFA Financial and TFNN, and he has served as a registered assistant in an investment-related LLC. Osaic Wealth, Inc. serves a diverse clientele including individual investors, institutions, and charitable organizations through a broad network of advisers and advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, investment advisory, and third-party managed account solutions.