Rebecca Schroeder is a financial advisor with Raymond James & Associates in Clearwater, FL, holding a Series 66 designation and 15 years of industry experience. She has been with Raymond James & Associates since 2007 and is also currently associated with Lakeside Christian School. 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, offering both tailored financial plans and institutional consulting services.

Mark Vernick is a CFP®-credentialed financial advisor with 33 years of industry experience. He is currently affiliated with LPL Financial and previously worked at Cadaret, Grant & Co., Inc. for 30 years. Vernick has also operated Vernick Financial Planning since 1998. 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 variety of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management and access to diverse research and model portfolios.

Jeremy Brothers is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2011. 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 asset-allocation analyses, serving both retail and institutional clients with a range of advisory programs.

Joseph Le Blanc is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Raymond James & Associates and has previously worked at firms including Neuberger Berman, Franklin Distributors, Merrill, Fidelity Investments, and Bank of America. 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, with a focus on both retail and institutional advisory services, including municipal and public finance work.

Nicholas Anderson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation. He has recent experience at Raymond James & Associates and Upwork, along with prior roles in banking and corporate sectors including L'Oreal USA and UnitedBank. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm serves a diverse client base including individuals, institutions, and public entities, providing non-discretionary wealth advisory and investment consulting through its Wealth Advisory Services Program and institutional consulting offerings.

Alberta Mceuen is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She began her career at Merrill Lynch Wealth Management in 1984 and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded through the Certified Financial Planner Board of Standards, Inc. Alberta earned her Bachelor's Degree from Texas A&M University. Her expertise encompasses a range of focus areas including college education planning, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, special needs planning strategies, women and wealth, tax minimization, and retirement income. Alberta has been recognized by Forbes with multiple honors such as "Best-in-State Wealth Advisors" and "America's Top Women Wealth Advisors" lists. Alberta has been involved in community service, having served on several charitable boards in Pinellas County. She is a former President of the Resource Center for Women and has contributed to the Lighthouse for the Visually Impaired. Her personal interests include adventure sports, boating, hiking, horseback riding, spending time with her family, and traveling.

Brian Peterson is a CFP® with 41 years of experience in the financial industry. He is affiliated with Raymond James Financial and has been with the firm or its affiliates since 1993. Peterson is the owner of Peterson Wealth Management in Clearwater, FL. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by extensive research and a broad affiliate network.

Jesse Cordoba is a financial advisor with Cambridge Investment Research Advisors in Tampa, FL, holding a Series 66 designation and three years of industry experience. His work history includes roles at multiple entities within Cambridge Investment Research as well as experience in the homebuilding and automotive sectors. He also owns a real estate business and is involved in estate planning and advisory services through separate entities. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides a range of investment solutions, including proprietary model strategies and access to third-party managers, with tailored implementations across various platforms and custody arrangements.

Jordan Fiori is a financial advisor with Cambridge Investment Research Advisors in Oldsmar, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Cambridge Investment Research Advisors in 2024, he worked at Equitable Advisors and AXA Advisors. Outside of his advisory role, Fiori has served as Vice President of Networking for BNI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, using both proprietary and third-party strategies across various platform arrangements.

Christine Hannon is a financial advisor with Raymond James & Associates in Clearwater, FL, holding a Series 66 credential and four years of industry experience. Prior to her current role, she worked at Wells Fargo Advisors and has held a variety of positions in hospitality and resort management. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Emily Solis-Saracino is a Financial Consultant at Fidelity Investments, where she has been working since 2026. She has held several roles within Fidelity Investments, progressing from Customer Relationship Advocate in 2019 to her current position. Her experience includes positions as an Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and High Net Worth Service Associate. In her role as a Financial Consultant, Emily partners with individuals and families to develop personalized financial plans that align with their goals, values, and life changes. She approaches financial complexity with a client-first, holistic methodology. Outside of her professional work, Emily enjoys comedy, attending concerts, exploring food, socializing with friends, and spending time with pets.

Gianmarco Barone is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previously worked at Regions Bank and Revature. Outside of his advisory role, he is a partner at Golden Egg Customs LLC, where he is involved in inventory management. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with both non-discretionary and discretionary portfolio management options.

Susan Griffith is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding Series 63 and Series 66 credentials and 27 years of industry experience. Her prior work includes positions at Morgan Stanley and Wells Fargo Clearing. 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, primarily non-discretionary advice and supports small businesses through the SIMPLE IRA Employer Advisory & Consulting Services program.

Jill Matthews is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Smith Barney since 2011, following a career at Raymond James Financial Services Inc. starting in 2006. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Jacob Shupe is a financial advisor at Osaic with a Series 66 designation and no prior industry experience. His work history includes roles at GFA Financial and TFNN, and he has served as a registered assistant in an investment-related LLC. Osaic Wealth, Inc. serves a diverse clientele including individual investors, institutions, and charitable organizations through a broad network of advisers and advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, investment advisory, and third-party managed account solutions.

Michelle Lynch Zebra is a Series 66-licensed financial advisor with Raymond James & Associates in Tampa, FL, with seven years of industry experience. She has been with Raymond James & Associates since 2004. Lynch serves as Treasurer and Board Member of the USF Foundations Board of Directors, assisting with fundraising and administration of private gifts to support the university’s teaching, research, and public service activities. 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 sponsors wrap fee advisory programs.

Kevin Picard is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at Merrill, Raymond James, and Coldwell Banker. Outside of his advisory work, he is involved in managing a rental property in Saint Petersburg, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with product sales and referral channels.

Cynthia Renzi is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing Services LLC. Cynthia is based in St. Petersburg, FL. Raymond James & Associates, Inc. is a dually 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 serves a diverse client base that includes individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Robert Welsby is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses with 15 years of industry experience. Prior to joining Raymond James in 2021, he worked at Charles Schwab & Co., Inc. and USAA Financial Advisors. Outside of finance, he is a part-owner of 5th Dimension Dance Center, LLC, where he assists with bookkeeping and event scheduling. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser offering wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and municipal entities. The firm provides non-discretionary financial planning and utilizes an extensive affiliate network that supports integrated custody, product sourcing, and public finance services.

John Bonatakis is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2009. He holds Series 63 and Series 65 licenses and is based in Tarpon Springs, FL. 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 both non-discretionary advisory services and institutional consulting, with specialized capabilities in public finance and municipal work.