Sean Goodrich is a CFP® with 27 years of experience in the financial services industry. He is affiliated with Raymond James Financial and has been associated with various Raymond James entities since 2000. Goodrich is also the sole owner of Goodrich Wealth Planning. 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, institutions, and nonprofits. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique municipal advisory capabilities alongside specialized retirement plan consulting services.

Jonathan Palmer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. He has worked at Raymond James since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. He is a partner in Salmon Bay Capital Advisors LLC, a business established in 2024. 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 public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Sejla Hadziabdic is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Sejla works closely with clients to develop personalized wealth management strategies that align with their life priorities and financial goals, providing access to Merrill's investment insights and the banking and lending solutions of Bank of America. Sejla holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. She earned a bachelor's degree in Business Administration from SUNY. In addition to her professional responsibilities, Sejla volunteers with community organizations, reflecting her commitment to serving the communities Merrill supports. Her personal interests include soccer, tennis, and traveling.

Kristin Lysak is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes 12 years at Merrill before joining Raymond James in 2021. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Charles Parks is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and has worked at OSAIC since 2020, following 21 years at Hornor, Townsend & Kent, Inc. He is also president of 21st Century Financial Inc., a marketing entity involved in insurance sales and service. OSAIC serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and uses firm-provided tools for portfolio construction and management.

John Lobianco is a financial advisor with Wells Fargo Clearing in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Outside of his advisory work, he has a rental property business in St. Pete Beach, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven approach grounded in modern portfolio theory and acts as an ERISA fiduciary when providing investment advice.

Matthew Lewis is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior work includes roles at Deloitte, General Dynamics, and academic positions at Southern Illinois University and the College of Business SIUC. Edward Jones is a full-service wealth management firm with over four million clients and approximately $1.01 trillion in assets under management. The firm provides a range of advisory services to individual, institutional, and corporate clients through a large nationwide network of financial advisors and branch offices.

Sean Rees is a financial advisor with OSAIC based in St. Petersburg, Florida. He holds the Series 66 designation and has four years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Securities America, Inc. He is also a notary and owns an LLC for payroll and tax purposes. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with an investment approach that includes asset allocation tools, risk assessments, and automated rebalancing across a range of securities.

Nancy Stern is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 registrations and 27 years of industry experience. She joined Raymond James in 2021 after working at Wells Fargo Clearing from 2016 to 2021. 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 consulting services through various specialized programs.

Noah Davis is a financial advisor with LPL Financial in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. His work history includes roles at The Union Bank Company, UBC Wealth Management, and Northwestern Mutual Life Insurance Co. Outside of his advisory duties, he is involved with WeberMessick Wealth Management, an investment-related business affiliated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, supported by model portfolios and research from internal and third-party sources.

Katie Mcpartland is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She has been associated with Wells Fargo Bank, N.A. since 2012 and previously worked with WELLS FARGO Advisors, LLC from 2012 to 2016. Outside of her advisory role, she is a co-owner of a pressure washing business based in Bradenton, Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Matthew Draganchuk is a CFP® with nine years of industry experience, currently affiliated with UBS Financial Services in St. Petersburg, FL. His prior experience includes roles at Cetera, Commonwealth Financial Network, Addessi Financial Partners, and Summit Financial Group. Outside of advisory work, he is involved in tax preparation services through Addessi Financial Partners. UBS Financial Services serves individual, corporate, and institutional clients by offering a range of brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through proprietary research and diverse capital markets services.

Amy Buck is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she worked for eight years at Corteva Agriscience. She is also an owner of a property planned to be used as an Airbnb starting in January 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Zakary Tomlin is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. He previously worked at Stifel Independent Advisors, LLC for three years and Wells Fargo Advisors for nine years. Tomlin is based in St. Petersburg, Florida. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Kirsten Seymour is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation and 22 years of industry experience. She previously worked at RBC Capital Markets Corporation for 11 years before joining Raymond James and Frey Masterson Investment Advisors, where she currently serves as an associate involved in client services and trade support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning tools and supports municipal and public finance work, with specialized programs such as SIMPLE IRA Employer Advisory and partnerships with professional organizations.

Ryan Kwiatkowski is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has been associated with Retirement Solutions, Inc. and LPL Financial since 2015. 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 range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by internal and third-party research.

Patrick O'Neill is a CFP® professional with 45 years of industry experience, currently affiliated with Raymond James Financial. His prior experience includes a decade at Morgan Stanley before joining Raymond James and Family Legacy Wealth Partners in 2018. Outside of his advisory roles, he has involvement in managing rental real estate properties. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports a broad advisor network with both advisory programs and institutional consulting.

Thomas Temeyer is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise since 2021. Prior to that, he spent nearly two decades at Franklin Templeton Financial Services and Franklin Templeton Distributors. Outside of advising, he serves as the 2nd Vice President on the board of Rummells Farms Inc., where he is involved in decisions related to farmland management and custom farming. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling techniques to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jhett Urie is a financial advisor at UBS Financial Services in St. Petersburg, FL, holding a Series 66 designation with eight years of industry experience. He has been with UBS since 2017 and previously attended Florida State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Robert Piplitz is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1995, including 15 years with Bank of America, N.A. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.