Kevin Wing is a CFP® professional with 12 years of experience in financial advising, currently at Charles Schwab in St. Petersburg, FL. His prior work includes six years at T. Rowe Price and four years at TD Ameritrade. He holds the Series 66 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management. The firm combines brokerage, custody, and advisory services with access to multi-asset model portfolios and alternative investments.

Tracy Murdoch is a Series 66 credentialed financial advisor with 18 years of experience, currently with RBC Capital Markets in St. Petersburg, FL. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Erik Allstatt is a financial advisor at Charles Schwab based in Seminole, Florida, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has spent the majority of his career at Charles Schwab, including periods from 2006 to 2024 and since 2024. He also worked briefly at optionsXpress, Inc. in 2017. Charles Schwab & Co., Inc. serves a large client base 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 affiliated discretionary separately managed accounts, using multi-asset model portfolios and a formal alternative investment onboarding process.

John Amick is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 credentials and having 42 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following an earlier tenure at Citigroup Global Markets beginning in 1983. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery and proprietary tools, offering various investment services without individual security recommendations in standalone plans.

Peter Hofstra is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2021. Prior to that, he was employed at Franklin Templeton Financial Services Corp. and Franklin Templeton Distributors Inc. from 2011 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separate managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

James Spicer is a financial advisor with LPL Financial in St. Petersburg, FL, holding CFP® and Series 66 designations and over 25 years of industry experience. His prior experience includes roles at Raymond James Financial Services and Merrill. He is also involved in other business activities through James B. Spicer LLC and Blackheath Partners. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations nationwide, offering a range of financial planning, advisory programs, and brokerage services supported by both discretionary and non-discretionary management and access to model portfolios and research.

Paul Caan is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2017. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Elizabeth Salmon Osbon is a Series 65-licensed financial advisor with 24 years of industry experience. She is currently affiliated with OSAIC and has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. In addition to her advisory role, she serves as a poll worker for the Pinellas County Supervisor of Elections. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutional clients, providing a range of services such as brokerage, investment advisory, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and portfolio construction methods, offering both discretionary and non-discretionary account management.

George Compton is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. Prior to joining LPL Financial in 2021, he spent over two decades with Angel & Associates Inc and its related entities, focusing on tax preparation and advisory services. He is also involved with Coastal Tax Advisory Group, a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Julia Theis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. She also teaches preschool dance classes part-time at the YMCA Dance Academy. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services supported by a range of portfolio management styles and in-house research.

Eric Hoover is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior roles include positions at Raymond James and Associates and Merrill Lynch. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory work for charitable gift funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Brandon Stone is a financial advisor with UBS Financial Services, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services Inc. since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

April Anne Orsi is a financial advisor at OSAIC with 19 years of industry experience and holds a Series 66 designation. Her prior roles include positions at FSC Securities Corporation and Raymond James Financial Services. Outside of her advisory work, she owns Precious and Vintage, an online business that sells vintage collectibles. 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 a range of integrated financial services with a focus on portfolio construction using asset-allocation tools and supports both discretionary and non-discretionary account management.

Brooks Wallington is a financial advisor with LPL Financial in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at PSI Advisors LLC since 2017 and previously with Princor Financial Services Corporation and Principal Life Insurance Company. Wallington is also involved in managing his independent advisory firm, PSI Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management along with research from multiple sources.

Kathlyn Diebel is a CFP® and holds a Series 66 license with nine years of industry experience. She is currently with Fidelity Investments, having previously worked at Ameriprise Financial Services, Inc. for six years. Kathlyn is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Matthew Nagel is a financial advisor at Raymond James & Associates with nine years at the firm and a total of five years in the industry. He holds the Series 66 designation and previously worked at LSP Planning and Kelly Services USA LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering a range of financial planning, advisory, and institutional consulting services with a focus on tailored, non-discretionary investment advice.

Matthew Tatham is a financial advisor with J.P. Morgan Securities in Saint Petersburg, FL, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Fisher Investments, Robinhood Financial, and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Dana Dodak is a financial advisor at Raymond James & Associates with two years of industry experience and holds the Series 66 designation. Prior to joining Raymond James, Dana worked in physical therapy and hospitality sectors. Raymond James & Associates, Inc. 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 municipalities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Joshua Shulman is a CFP® with 27 years of industry experience and is associated with Raymond James Financial in St. Petersburg, FL. He has held roles at multiple firms, including Wells Fargo Clearing and Banc of America Investment Services, and has been involved with Sherpa Wealth Planners, LLC since 2016. Outside of his advisory work, he is the owner of Sherpa Wealth Partners, LLC, which provides financial advisory and investment 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, corporations, and institutional investors. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal and public finance, SIMPLE IRA employer advisory services, and targeted industry partnerships.

Charles Keeley III is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds the ChFC®, Series 66, and Series 63 designations. Prior to joining Edelman Financial Engines in 2026, he worked at Raymond James Financial Services and Fidelity Personal and Workplace Advisors. Keeley is also the CEO of Keeley Integrated Services & Solutions LLC, an LLC he formed to sell software licenses to government entities but has not yet engaged in sales activity. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term orientation.