Joseph Cerreta is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab and USAA in various financial planning and advisory roles. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, offering wealth advisory planning and institutional consulting through non-discretionary financial advice and a range of affiliated resources.

Jeffrey Gordish is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Bank, N.A. since 2007. Outside of his advisory role, he serves as Treasurer for Palm Beach Cursillo, a community organization in Lake Worth, 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Matthew Tomich is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 15 years. Tomich is also president and owner of Blue Aries LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing model portfolios, research, and technology-driven strategies.

Rebekah Powers is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 21 years of industry experience. She has worked at Raymond James & Associates since 2019, with prior experience at Calton & Associates, Inc., Cetera Advisor Networks LLC, and Summit Brokerage Services. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory and fiduciary solutions.

Michael Urbanski is a CFP® professional affiliated with Edward Jones, based in Palm Harbor, FL, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at GFY Capital Partners, LLC, Sears Outlet, and the University of West Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a nationwide network of more than 23,700 financial advisors.

Lianne Weber is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and six years of industry experience. She has been with Raymond James & Associates and its related entities since 2009. 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 maintains a notable presence in public finance and municipal advisory services.

Mei Jing Edgerton is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 designation and has been affiliated with various Raymond James entities since 2017. Prior to her advisory role, she worked at Solid Rock Community School for three years. Raymond James & Associates is a broker-dealer and SEC-registered investment adviser managing over $500 billion in assets and serving a diverse client base including individuals, corporations, and government entities. The firm provides non-discretionary wealth advisory planning and investment consulting through comprehensive analytical tools and firm-sponsored programs, with notable expertise in municipal and public finance.

Adrien Roa is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Morgan Stanley, Bankers Life Securities, and Northwestern Mutual, among others. 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, and institutional clients. The firm also offers wrap fee advisory programs and institutional consulting, with a particular focus on public finance and municipal work.

Corbin Kitzinger is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James since 2007. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, with an emphasis on tailored financial plans and investment recommendations developed through client interviews and risk profiling.

Michael Ferrara is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 13 years of industry experience. His career includes ten years at Wells Fargo Clearing and prior roles within Wells Fargo Advisors and Wells Fargo Bank NA. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, with a notable focus on municipal and public finance clients.

Timothy Vansolkema is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Tonita Arthur is a financial advisor with Osaic Wealth, Inc. based in St. Petersburg, FL. She holds Series 63 and Series 66 licenses and has 28 years of industry experience. Her work history includes positions at Royal Alliance and multiple BBVA entities since 2015. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk assessments, and managed-account solutions to construct portfolios across various investment types, including stocks, bonds, mutual funds, ETFs, and alternatives.

Elijah Gray is a financial advisor with Merrill in Palm Harbor, FL, holding Series 66 and Series 63 licenses and two years of industry experience. He worked at Merrill since 2019 and has prior experience with Delaware North, Juicy Crab, and Chili's Grill & Bar. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Kevin Nashbar is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 22 years of industry experience. His career includes multiple roles at Raymond James and a period at Independent Financial Partners. Raymond James & Associates 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 wide client base, including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Viktoria Zitzmann is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she teaches yoga and meditation classes at Bella Praña Wellness Collective in Tampa, Florida. 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 a non-discretionary advisory model and also serves institutional and municipal clients with specialized consulting services.

Nathanael Gregor is a Series 66 licensed financial advisor with nine years of industry experience. He is currently affiliated with Raymond James Financial Services and Raymond James & Associates, where he has worked since 2021. His prior roles include positions at Calton & Associates, Inc. and Midwestern Securities Trading Company, LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and maintains an affiliation with Raymond James’ Public Financing department to serve municipal and public finance clients.

Amy Micik is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management, specializing in Behavioral Finance. She focuses on creating personalized financial strategies that align with clients' values and goals, emphasizing clear communication and client education. Amy serves a diverse clientele including business owners, corporate executives, professional athletes, those with inherited wealth, widows, divorcees, and families. Amy holds the Chartered Retirement Planning Counselor (CRPC) designation, is an Accredited Wealth Management Advisor (AWMA), and a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She earned her Bachelor's Degree from Illinois State University. Drawing from a background in education, psychology, and technology, she aims to develop financial plans that clients can easily understand and adhere to. Outside of her professional work, Amy enjoys adventure sports, antiquing, boating, dancing, gardening, hiking, interior decorating, reading, writing, and yoga. She participates in community organizations including Habitat for Humanity, Stop Soldier Suicide, and The Boys & Girls Club.

Adam Pace is a financial advisor with Wells Fargo Advisors in Largo, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of finance, he performs occasionally as a part-time musician. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with clients choosing how to implement these through brokerage or advisory programs.

Sherry Wegmuller is a financial advisor at Merrill with 27 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Merrill since 1998. Wegmuller has also worked at Bank of America since 2011. 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, plans, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad set of products and services beyond typical investment management.

Kenneth Speroni is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2018, following a prior role at W&S Brokerage Services and Western Southern Life from 2016 to 2018. He also serves as Director of Worksite Benefits in an outside insurance sales capacity, providing group life and disability plans not offered through MassMutual. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, goal-oriented planning process using firm-approved software and provides specialized programs including employer-sponsored planning and recent additions like Divorce Planning.