Katherine Eckelbarger is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Carlson Group, a goals-based wealth management team. She works with families, individuals, and businesses across the country to acquire, grow, and preserve assets, focusing on portfolio management strategies tailored to each client's goals. Katherine's role specifically centers on client relations and marketing, where she provides a friendly point of contact and coordinates client outreach events such as seminars and social gatherings to enhance client experience. Katherine joined the Carlson Group in 2010 as a part-time Client Associate and became a registered Financial Advisor in 2013. She holds a Bachelor's Degree in Communications from the University of South Florida. Her professional designations include Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Beyond her professional work, Katherine is a St. Petersburg native who enjoys fishing, running, and playing tennis. She is involved in her community through her membership in The Margaret Acheson Stuart Society of the Museum of Fine Arts and has served on the golf tournament committee for the St. Anthony's Hospital Foundation.

James Taylor is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 designations and has 40 years of industry experience. His prior roles include positions at Merrill and Banc of America Investment Services, Inc. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

John Tucker III is a CFP®-certified financial advisor with Edward Jones in Bradenton, FL, where he has worked since 2011. He has 14 years of industry experience and holds a Series 66 designation. Outside of his advisory role, he is involved in healthcare property leasing through Health Care for All LLP. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Jeanette Jacobson is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2009. Based in St. Petersburg, FL, she supports clients through a well-established firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Robert Hill is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2018. Prior to that, he held roles at Franklin Templeton Financial Services Corp. and affiliated entities. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branches.

Sharone Pierre is a financial advisor with Raymond James Financial in St. Petersburg, FL. He holds Series 63, 65, and 66 designations and has 29 years of industry experience. Pierre has been with Raymond James Financial Services since 2002 and with Raymond James Financial since 2010. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and encourages implementation through its advisory programs or other providers.

Gino Colangelo is a financial advisor with Robert W. Baird & Co. in St. Petersburg Beach, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Robert W. Baird & Co. since 2002. Colangelo serves as a board member for St. Francis Seraph Ministries, where he oversees assets. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of traditional and non-traditional investment strategies.

Brian Carr is a CFP® with 22 years of experience in the financial services industry, currently serving at Raymond James Financial. He previously worked at Waller & Wax Advisors from 2019 to 2022. Based in St. Petersburg, FL, Carr has held roles focusing on client financial health and investment guidance. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with specialized programs including municipal finance and SIMPLE IRA employer advisory services.

Philip Dodson is a financial advisor with Merrill in Saint Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Merrill since 1988 and has also been affiliated with Bank of America since 2009. Outside of his advisory role, he is a co-owner of a family rental property business. 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 various institutional investors.

Jason Hulst is a financial advisor with LPL Financial in Bradenton, FL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His previous work includes roles at World Equity Group and the ongoing operation of CWA Accounting, Inc., where he is involved in tax preparation and accounting services. Outside of his advisory work, he has longstanding involvement in real estate as owner of Prairieland Homes, LLC, and as a real estate broker with Charles Rutenberg Realty of Illinois. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios, including discretionary and non-discretionary management options.

Juliana Ramirez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at Charles Schwab, T. Rowe Price, and Bank of America/Merrill Lynch. Outside of her advisory work, she is an owner and partner in an e-commerce business specializing in online retail clothing sales. 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 incorporating an ESG eligibility framework in its investment recommendations.

Steven Ware is a Series 66-licensed financial advisor with Morgan Stanley in St. Petersburg, FL, bringing six years of industry experience. He has worked with Morgan Stanley Private Bank since 2020 and Morgan Stanley since 2019. Prior to joining Morgan Stanley, he was employed at HiConversion and the University of Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning services.

Robin Robey is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Fisher Investments since 2007. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening and qualitative research to construct globally diversified portfolios, and it manages risk through various tactics including derivatives and targeted tax-loss harvesting.

Kenneth Saunders Jr. is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and National Planning Corporation. He also operates Saunders Investment & Tax Advisory Group, Inc., providing tax services and life insurance products, and serves as a board member for a residential homeowners association. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios with a variety of securities and manage client investment restrictions.

Scott Swift is a financial advisor with Merrill in St. Petersburg, FL, holding Series 63 and Series 65 licenses and having 45 years of industry experience. He has been with Merrill since 1980 and Bank of America since 2012. Swift provides investment direction and oversight for his daughter's merchandising business and serves as a power of attorney for his son's investment accounts. Merrill, together with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Trent Cowieson is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Trent earned his Bachelor's Degree from Florida Gulf Coast University.

Eric Midili is a CFP® professional with 23 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Martin Mulligan is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial. His previous roles include positions at OSAIC, Payant Wealth Management Group, Sagepoint Financial, and FSC Securities Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Thomas Mahowski is a financial advisor with Wells Fargo Clearing in Seminole, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he owns and manages a rental property in St. Petersburg, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a range of financial products including insurance-related vehicles and bank deposit sweep options.

Brooke Bitzer is a Series 66-licensed financial advisor with Morgan Stanley in St. Petersburg, FL, holding approximately two years of industry experience. Prior to joining Morgan Stanley, she worked at Benchmark International and has held various roles in the hospitality and service sectors. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages substantial client assets and delivers services both directly and through employer-based corporate agreements.