Kyle Dalson is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Janney Montgomery Scott. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal governments. The firm provides tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships.

Brennan Hervey is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has been with Edward Jones in St. Petersburg, FL since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated capabilities under a fiduciary standard.

Pamela Mc Leod is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 22 years of industry experience. She has been associated with Raymond James firms since 2007. Outside of her advisory work, she donates plasma through BioLife Plasma Services. 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 provides wealth advisory planning and investment consulting to a broad range of clients, including individuals, institutions, and public entities, and offers consulting through non-discretionary planning and firm-sponsored wrap programs.

Omar De La Rosa is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Raymond James since 2011 and previously worked at Rjih from 2014 to 2017. Based in St. Petersburg, FL, he focuses on financial planning and investment consulting. Raymond James & Associates offers 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 provides institutional consulting and sponsors wrap fee advisory programs.

Matthew Vancleve is a financial advisor at Raymond James & Associates in St. Petersburg, FL, with 11 years of industry experience. He holds the CFP® designation and securities licenses including Series 65 and Series 63. His prior experience includes roles at MassMutual Life Insurance, Guardian Life, and Chartwell Financial/Ashford Advisors. Outside of financial advising, he is the owner of a legal practice and serves as a notary public. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by extensive research and municipal finance expertise.

Robert Hudson is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing together the full capabilities of Merrill and Bank of America to help clients align their investments, banking, lending, and retirement planning into a coordinated strategy. With more than 30 years of experience in financial services and having been with Merrill since 2000, he works closely with individuals and families to simplify complex financial lives and bring clarity to important decisions, particularly for those approaching or navigating retirement. His expertise includes working with entrepreneurs and business owners in growing and monetizing their businesses, as well as focusing on retirees and families preparing for the next chapter by preserving wealth and generating income. A significant aspect of his practice involves working with multiple generations of families to educate and engage future stewards of wealth. Additionally, he advises corporate retirement plans, helping both plan sponsors and participants improve retirement readiness and long-term outcomes. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Robert holds a Bachelor's Degree from National Louis University. Outside of work, he enjoys camping, gardening, hiking, music, spending time with his family, watching movies, and practicing yoga. He also participates in community volunteering activities.

Steven Gilbert is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at Carillon Tower Advisers, Inc. since 2008 and has been affiliated with Eagle Fund Distributors, Inc. and Raymond James & Associates since 2006. 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 wrap fee advisory programs and institutional consulting, with a notable focus on municipal clients and public finance activities.

Lori Paradise is a financial advisor with Raymond James Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for seven years before joining Raymond James in 2018. 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 government entities. The firm offers financial planning and non‑discretionary investment consulting, leveraging asset-allocation analysis, modeling tools, and firm research to develop tailored financial plans and investment recommendations.

Stefanie Daley is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation and has been with Raymond James Financial, Inc. since 2012. Outside of her advisory role, she is a certified Jazzercise instructor and teaches online rhythmic aerobics and strength training classes. 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 asset-allocation analyses, serving both retail and institutional clients with a range of advisory programs.

James Watts is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 16 years of industry experience. He has been affiliated with Raymond James & Associates since 2015 and with other Raymond James entities since 2018. Raymond James & Associates, Inc. is a dually registered broker‑dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets and supporting over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting services to a wide range of clients, including individuals, institutions, and government entities, with a focus on non-discretionary planning and extensive municipal and public finance capabilities.

Paul Weinberger is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including National Securities Corporation and Cetera Financial Specialists LLC. Outside of advising, he is involved in art as an abstract painter and serves as president and tax preparer for Accountants Wealth National Tax Services, a tax preparation business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, supported by a nationwide network of over 10,000 advisors.

Kapil Bhatia is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with Raymond James & Associates since 2005. 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 public finance services.

Randall Marcum is a Wealth Management Advisor and Senior Vice President based in Clearwater, Florida. He focuses on understanding the needs and motivations of affluent families he works with, delivering integrated strategies that help further their financial priorities. Randall offers clients a wide range of services including portfolio construction, education planning, liability management, retirement and estate planning strategies, with an emphasis on developing lifetime retirement income streams. He also collaborates closely with businesses to customize retirement and cash management strategies. Randall holds multiple professional designations including Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from Elon University. Randall works with specialists from Merrill and Bank of America to provide clients with comprehensive wealth management services that integrate investment insights, banking convenience, and lending solutions. Active in his community, Randall follows Merrill's tradition of participating in community service and volunteers with local organizations. His personal interests include baseball, boating, cooking, fishing, golfing, surfing, woodworking, and spending time with his family.

Scott Surace is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Inc. and Questar Capital Corporation. Outside of his advisory role, he owns a sole proprietorship focused on selling fixed annuities, life insurance, and long-term care insurance, and provides seasonal tax preparation to his existing clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a wide network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with access to third-party money managers and model solutions.

John Faler is a financial advisor at Morgan Stanley in Palm Harbor, FL, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate financial planning agreements.

Diana Jansen is a financial advisor with LPL Financial in Clearwater, FL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Allstate Financial Services, JPMorgan Chase Bank, and New York Life Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals and institutions, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Steven Labelle is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 credentials and 28 years of industry experience. Prior to joining Raymond James in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors for a combined 10 years. 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.

David Orne is a CFP® professional with 19 years of industry experience. He has been with Raymond James & Associates since 2017 and previously worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. He is based in St. Petersburg, FL. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, and municipal clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

Gregg Akin is a financial advisor with Cetera in Tarpon Springs, FL, holding a Series 65 designation and 16 years of industry experience. He has previously worked with Avantax Insurance and has operated Billingham & Akin Financial Services and Billingham and Associates, focusing on tax preparation and investment advisory services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers a variety of discretionary and non-discretionary portfolio management and financial planning solutions.

George Ohleyer is a financial advisor with Raymond James Financial holding a Series 66 designation and three years of industry experience. His prior roles include positions at Morgan Stanley and Grace Locke Industries. 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, primarily non-discretionary advisory services and supports a dedicated SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.