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 with OSAIC, holding a Series 66 designation and beginning his industry career in 2024. His prior experience includes roles at MassMutual Life Insurance Co, Barnum Financial Group, and MML Investors Services, LLC. Outside the industry, he has been affiliated with Poquoy Brook Golf Club and attended Stonehill College. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, with resources for discretionary strategies, third-party manager selection, and alternative investments.

Dale Darr is a CFP® with 13 years of industry experience, currently affiliated with Raymond James & Associates. His prior roles include positions at Fifth Third Securities, Wells Fargo Clearing, BB&T Investment Services, and Morgan Stanley. He is based in St. Petersburg, FL. 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, providing tailored financial planning and advisory services with a variety of portfolio management strategies.

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 27 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2000 and currently works at Raymond James Financial. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs in municipal and public finance as well as SIMPLE IRA advisory services.

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 at LPL Financial with 33 years of industry experience. He has worked at LPL Financial since 2025 and previously operated Vernick Financial Planning for over 28 years. His career also includes three decades at Cadaret, Grant & Co., Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

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 with OSAIC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her prior firms include Securities America Advisors, National Planning Corporation, VOYA Financial Advisors, and Locust Street Securities. In addition to advisory services, she operates a tax preparation service. OSAIC Wealth serves a diverse client base that includes retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform, featuring model-based asset allocation and portfolio optimization supported by a range of programs including unified managed accounts and third-party money manager options.

Brian Langan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Total Quality Logistics, LLC. He has also been involved with Silver Gull Beach Club and JBAY LLC. Merrill, along 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, retirement plans, corporations, and charitable organizations.

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 with Raymond James Financial in Saint Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at Morgan Stanley and Wells Fargo Clearing. 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 institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

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 one year of industry experience. He holds the Series 66 designation and previously worked at TFNN for four years. Shupe has also served as a registered assistant for Premier Financial Advisors, performing administrative duties related to a registered representative. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services, utilizing a model-based investment process with tools for asset allocation, portfolio optimization, and risk management.

Michelle Lynch Zebra is a Series 66 licensed financial advisor at Raymond James & Associates with 8 years of industry experience. She has been with Raymond James since 2004. Lynch serves as Treasurer and a board member of the USF Foundations Board of Directors, a nonprofit focused on raising and administering private gifts to support the University of South Florida’s teaching, research, and public service activities. 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, institutions, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a nationwide adviser network.

Cynthia Renzi is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing Services LLC. 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, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.