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.

Tram Nguyen is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, she collaborates with clients to understand their financial situations and introduces solutions available through Merrill and Bank of America. Her objective is to empower clients with the knowledge and tools needed to manage their financial lives and select appropriate platforms. She holds professional designations as an Accredited Asset Management Specialist (AAMS) and a Personal Investment Advisor (PIA). Tram earned her Bachelor's degree from Keiser University. Her approach centers on helping clients identify what matters to them and their families to develop strategies that pursue their financial goals.

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 financial advisor at J.P. Morgan Securities with 14 years of industry experience and holds a Series 66 designation. He has been with J.P. Morgan Securities since 2012 and has prior experience at JPMorgan Chase Bank, N.A. outside of the securities business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory approach includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.

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.

Ryan Buckle is a financial advisor with LPL Financial in Bradenton, FL, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Edward Jones and Cetera Advisor Networks. Outside of advisory work, he is employed as a pilot. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, combining broad non-advisory financial activities with oversight of over $819 billion in discretionary assets.

Shawn Layne is a financial advisor with Ameriprise in Bradenton, FL, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, he is involved with FrankCrum, a third-party payroll company, as a leased employee. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with specific 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 these recommendations, primarily for clients with Ameriprise-managed accounts.

James Desmond is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their current financial situation and future goals. He collaborates with clients to build personalized strategies that reflect their priorities. James holds the Chartered Retirement Planning Counselor (CRPC) designation and earned a Bachelor's Degree from the University of South Florida - Saint Petersburg. He emphasizes listening to clients and providing ongoing guidance and support to help them stay on track with their financial objectives.

Victor Arruda Rosenshteyn is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch and Darwin Wealth Management, among other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and offers broader derivatives and commodities capabilities.

Chris Zabawski is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Merrill since 2015. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Cronshaw is a financial advisor with Edward Jones in Dekalb, Illinois, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cindy Silipo is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. She has been with Raymond James & Associates since 2022 and previously worked at BB&T Securities and BB&T Bank. Outside of her advisory role, she works as a bartender at Pier 22 Restaurant in Bradenton, Florida. 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 tailored financial planning and consulting services with a broad range of investment options and notable municipal advisory capabilities.

Kenton Wilson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 37 years of industry experience. His prior work includes roles at LPL Financial and Transamerica Financial Advisors. Outside of his advisory practice, he is president of Wilson, Wilson & Company Retirement and Estate Planning Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers access to proprietary model strategies and third-party advisers.

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 institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team and incorporates ESG eligibility frameworks where applicable.

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.

Patricia Chevalier is a CFP® and ChFC® credentialed advisor with 35 years of experience in the financial services industry. She is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America, Pruco Securities, Ameriprise Financial Services, Mass Mutual Investors Services, and MetLife Securities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities, using a model-driven investment approach with access to third-party asset managers and financial planning services.