Matthew Best is a financial advisor with Edward Jones in Marietta, GA, holding a Series 66 credential and eight years of industry experience. He has been with Edward Jones since 2017, with prior work experience at Dick's Sporting Goods. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jason Jackson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at T. Rowe Price Investment Services, Inc. and Carillon Fund Distributors, Inc. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with more than 5,400 financial advisors. The firm serves a diverse client base through wealth advisory planning, investment consulting, and institutional services, offering comprehensive planning and portfolio recommendations while clients maintain implementation authority.

Patrick Demers is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at Fidelity Brokerage Services and National Financial Services Corporation before joining Raymond James in 2018. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services, combining advisory capabilities with affiliated financing and investment banking services.

Thomas Putnam is a financial advisor at Raymond James Financial with 48 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial since 2011, having previously worked at Raymond James Financial Services, Inc. since 2002. He is also the president of Freeland Financial Inc., a support company registered as an S corporation for tax purposes. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting through its Wealth Advisory Services and Institutional Fiduciary Solutions division, with an emphasis on client collaboration and tailored investment recommendations.

Erik Golub is a financial advisor at Primerica Advisors with Series 66, Series 65, and Series 63 licenses and six years of industry experience. His prior roles include positions at PFS Investments Inc., Primerica Financial Services, Advanta IRA, Millennium Trust Company, and IRA Services Trust Company. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, along with corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based investment strategies and discretionary portfolio management.

Megan Miller is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. She previously worked at Morgan Stanley for eight years and T. Rowe Price for three years. Outside of her advisory role, she also works as a server at Oliver Garden in Tampa, Florida. 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. The firm delivers tailored investment strategies through a network of independent professionals using multiple platform arrangements and proprietary and third-party model strategies.

Jill Salvatore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has worked at several prominent firms, including Citigroup and City National Bank, before joining Wells Fargo Clearing Services and Wells Fargo Bank. Outside of her advisory role, she serves as co-trustee and power of attorney for her parents' revocable living trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from its own investment institute with third-party data to support diversified portfolio strategies.

Darrin Romney is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2007, progressing through various roles that include Team Leader in Investment Solutions, Onboarding Leader for Customer Service, and Team Leader in several specialized areas such as Stock Plan Services, Active Trading, and Retirement Solutions. Throughout his career, Darrin has focused on financial planning processes to assist clients and associates in overcoming obstacles and creating individualized plans aimed at long-term success. His extensive experience spans investment solutions, retirement services, and client relationship management within Fidelity Investments. No information regarding his education, credentials, personal interests, or community involvement was provided.

Jeffrey Mullins is a financial advisor at Wells Fargo Clearing with 9 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for the Hamilton County Department of Education for 8 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm operates with over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics.

Robert Berglund is a financial advisor with Ameriprise in Palm Harbor, FL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Ameriprise since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies.

Gene Melamud is a financial advisor with Raymond James & Associates in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James since 1995. Outside of his advisory role, he assists his mother as a trustee delegate and power of attorney in managing her investments. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and provides institutional consulting via its Institutional Fiduciary Solutions division.

Byron Pollock is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2008 and with Raymond James Financial since 2020. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and governmental entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations while maintaining client decision authority.

Thomas Byron is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he is involved with The Motor Enclave, focusing on event setup and breakdown in Tampa, FL. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with active sales of financial and insurance products.

Beth Doyle is a financial advisor with Raymond James & Associates in Largo, FL, holding Series 63 and Series 66 licenses and 17 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2018. Doyle is also a notary public in Trinity, FL. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporations, charities, and government clients. The firm provides tailored financial plans and investment recommendations using firm research and planning tools, serving both retail and institutional clients, including municipal entities.

Todd Schober is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Steward Partners. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and governmental entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored solutions supported by in-depth research and a broad affiliate network.

John Kollar is a financial advisor with Cambridge Investment Research Advisors in Saint Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Cambridge Investment Research since 2019, with a prior retirement period from 2013 to 2019. Outside of his advisory role, Kollar serves as a volunteer board member for the Cloisters on Beach Homeowners Association. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a network of independent Financial Professionals using a variety of portfolio management approaches and custody platforms.

Michelle Mauritz is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Joseph Meyer is a financial advisor with Raymond James Financial Services Advisors Inc. in St. Petersburg, FL, holding a Series 66 designation and 27 years of industry experience. He has been with Raymond James since 2013, serving in advisory roles for over a decade. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs and emphasizes client collaboration to develop tailored financial plans and investment recommendations.

Dennis Rao is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has previous work experience spanning education and corporate roles, including positions at Wake Forest University and Sherwin-Williams. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships.

Kelly Anderson is a financial advisor at Raymond James & Associates with 32 years of industry experience. Prior to joining Raymond James in 2019, Anderson worked at Morgan Stanley and The Ayco Company, L.P., a Goldman Sachs affiliate. Raymond James & Associates is a dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting through non-discretionary, client-directed strategies.