Stephanie Abee is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds a Series 66 designation and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of her advising role, she is the managing member of a design consultation firm, Devan, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a range of portfolio management and model-based solutions tailored to client objectives.

Marvin Andringa is a financial advisor at OSAIC with 54 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at Royal Securities Company for 35 years and Signator Investment Inc. for one year. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of portfolio construction tools and supports multiple advisory platforms, including third-party money managers and managed-account solutions.

Christopher La Rue is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at USAA Financial Advisors and EXP Realty. Outside of advising, he is also active as a residential real estate sales agent. Raymond James & Associates is a dual-registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting services to a diverse clientele, including individuals, pension plans, corporations, and government entities, combining comprehensive planning with institutional consulting and public finance capabilities.

Kimberly Zerbarini is a financial advisor with Merrill in Clearwater, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2014 and has worked at Bank of America, N.A. since 2018. Outside of her advisory role, she holds fiduciary responsibilities as a power of attorney in family-related matters. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Kimberly Briggs is a financial advisor with Raymond James & Associates in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Raymond James & Associates since 1996. Outside of her advisory work, she serves as a director and committee member for the YMCA of the Suncoast, engaging in philanthropy and endowment activities. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs.

Lang Adams is a financial advisor with OSAIC based in St. Petersburg, FL. He holds the Series 66 designation and has 19 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across multiple investment types.

Nicholas Hesse is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2024, he worked at PNC Investments for six years and KeyBank for two years. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kathleen Knapp is a financial advisor with LPL Financial in Seminole, FL, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. She has been with LPL Financial since 2025 and previously worked at NEXT Financial Group for 11 years. She is also president of Fundamental Financial Services, Inc., a related business activity. 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 plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Elizabeth Adam is a financial advisor at UBS Financial Services with 29 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she provides part-time administrative assistance to a family law attorney. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Peter Sloan is a financial advisor at Charles Schwab with a Series 66 credential and three years of industry experience. His prior roles include positions at TD Ameritrade, TD Bank, and his own insurance brokerage. Outside of financial services, he managed an event rental business and is registered as agent for a home solutions company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management supported by comprehensive brokerage and custody services.

Gene Steinberg is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Morgan Stanley, T. Rowe Price, and All of Us Securities, LLC. 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 provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and advisory services supported by firm research and a broad affiliate network.

John Petika is a Series 66-registered financial advisor with UBS Financial Services in Clearwater, FL, where he has worked for 16 years. He has spent his entire industry career at UBS, focusing on financial advisory services. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven investment solutions tailored to clients’ goals and risk tolerances.

Dustin Henderson is a CFA® charterholder with eight years of experience in the financial services industry. He has worked at Raymond James Financial Services Advisors Inc. since 2018 and previously spent 11 years at Eagle Asset Management, Inc. He serves on the Finance Council advisory board for Holy Family Catholic Church. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as pension plans, charitable organizations, and government entities. The firm offers tailored, mostly non-discretionary advisory services and maintains specialized programs for small businesses alongside institutional fiduciary solutions.

Nicholas Oppenheimer is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has worked previously at firms including Morgan Stanley, UBS Inc, and J.W. Cole Advisors. He is also affiliated with the Racquet Club of St. Petersburg. Raymond James & Associates serves a broad client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis. The firm is notable for its involvement in municipal and public finance and for its integrated network of affiliates supporting custody, product sourcing, and public finance services.

Scott Pilcher is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James & Associates since 2013. Pilcher serves as Treasurer and board member of the nonprofit Friends of Raymond James, where he assists with financial recordkeeping and fund management. Raymond James & Associates provides financial planning and investment consulting 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 delivers institutional consulting via its Institutional Fiduciary Solutions division.

Melissa Robinson is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at J.W. Cole Advisors and LPL Financial and provides investment advisory services through Flaharty Asset Management, an independent registered investment advisor. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth investors, pension plans, and government entities. The firm provides tailored, typically non-discretionary solutions with a notable focus on municipal and public finance, supported by a broad affiliate network.

Nehal Sanghavi is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2012. 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.

Jarrod Lacombe is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has additional experience with JPMorgan Chase Bank, N.A. from 2010 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

James Kopco is a financial advisor with Wells Fargo Advisors in Clearwater, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo in various capacities since 2013. Kopco is a part owner of Tidewater Private Wealth Advisors, a wealth management firm based in Clearwater. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds.

Michael Travis is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he is involved in managing a rental property business. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base with wealth advisory planning, investment consulting, and institutional services. The firm is notable for its municipal and public finance capabilities and offers non-discretionary planning and investment consulting through a broad network of affiliated entities.