Sean Rees is a financial advisor with OSAIC based in St. Petersburg, Florida. He holds the Series 66 designation and has four years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Securities America, Inc. He is also a notary and owns an LLC for payroll and tax purposes. 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 integrated brokerage and advisory services with an investment approach that includes asset allocation tools, risk assessments, and automated rebalancing across a range of securities.

Nancy Stern is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 registrations and 27 years of industry experience. She joined Raymond James in 2021 after working at Wells Fargo Clearing from 2016 to 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning and consulting services through various specialized programs.

Noah Davis is a financial advisor with LPL Financial in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. His work history includes roles at The Union Bank Company, UBC Wealth Management, and Northwestern Mutual Life Insurance Co. Outside of his advisory duties, he is involved with WeberMessick Wealth Management, an investment-related business affiliated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, supported by model portfolios and research from internal and third-party sources.

Katie Mcpartland is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She has been associated with Wells Fargo Bank, N.A. since 2012 and previously worked with WELLS FARGO Advisors, LLC from 2012 to 2016. Outside of her advisory role, she is a co-owner of a pressure washing business based in Bradenton, 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 modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Amy Buck is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she worked for eight years at Corteva Agriscience. She is also an owner of a property planned to be used as an Airbnb starting in January 2026. 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 strategies, separately managed accounts, and affiliated mutual funds.

Corey Sherk is a CFP® with 20 years of industry experience and has been with Edward Jones since 2007. He is based in Bradenton, FL. Outside of his advisory role, he manages residential rental properties locally. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zakary Tomlin is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and previously worked at Stifel Independent Advisors and Wells Fargo Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer and utilizes LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Kirsten Seymour is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation and 22 years of industry experience. She previously worked at RBC Capital Markets Corporation for 11 years before joining Raymond James and Frey Masterson Investment Advisors, where she currently serves as an associate involved in client services and trade 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, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning tools and supports municipal and public finance work, with specialized programs such as SIMPLE IRA Employer Advisory and partnerships with professional organizations.

Ryan Kwiatkowski is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has been associated with Retirement Solutions, Inc. and LPL Financial since 2015. 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 consulting, providing both discretionary and non-discretionary management supported by internal and third-party research.

Patrick O'Neill is a CFP® professional with 45 years of industry experience, currently affiliated with Raymond James Financial. His prior experience includes a decade at Morgan Stanley before joining Raymond James and Family Legacy Wealth Partners in 2018. Outside of his advisory roles, he has involvement in managing rental real estate properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports a broad advisor network with both advisory programs and institutional consulting.

Thomas Temeyer is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise since 2021. Prior to that, he spent nearly two decades at Franklin Templeton Financial Services and Franklin Templeton Distributors. Outside of advising, he serves as the 2nd Vice President on the board of Rummells Farms Inc., where he is involved in decisions related to farmland management and custom farming. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling techniques to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jhett Urie is a financial advisor at UBS Financial Services in St. Petersburg, FL, holding a Series 66 designation with eight years of industry experience. He has been with UBS since 2017 and previously attended Florida State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Robert Piplitz is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1995, including 15 years with Bank of America, N.A. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Biddle is a Certified Financial Planner™ affiliated with Osaic, bringing 23 years of industry experience. He previously worked at FSC Securities Corp and National Planning Corporation. In addition to his advisory role, he offers tax preparation services to his clients. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of financial advisers, providing integrated brokerage, investment advisory services, and access to various third-party money managers. The firm utilizes advanced tools for portfolio construction and supports both discretionary and non-discretionary account management.

Marie Vidal is a financial advisor at Raymond James & Associates with 57 years of industry experience. She has been with Raymond James & Associates since 1984. Vidal holds the Series 63 designation and is based in Treasure Island, Florida. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services with a focus on tailored, non-discretionary advice supported by firm research and a range of portfolio management styles.

Amy Hamilton is a financial advisor with OSAIC who holds Series 65 and Series 63 licenses and has 21 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. She also holds a part-time bartender position with the City of St. Pete for event functions. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services with various investment platforms. The firm utilizes advanced asset-allocation tools and supports a broad range of investment options and third-party managed accounts.

Richard Gordon is a financial advisor with Merrill in Saint Petersburg, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at Bank of America, N.A. since 2011 and has been with Merrill since 1986. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kaitlyn Yacoub is a financial advisor at UBS Financial Services with six years of industry experience. She has been with UBS since 2018 and holds a Series 66 designation. Prior to joining UBS, she worked at TradeWinds Island Resorts and The Florida State University. UBS Financial Services 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.

Emma Lee Holmes is a financial advisor with Morgan Stanley in Bradenton, FL, holding a Series 66 designation and two years of industry experience. Before joining Morgan Stanley in 2023, she worked at Galati Yacht Sales from 2021 to 2023 and Bellabrava from 2020 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Russ Ames is a financial advisor at RBC Capital Markets with one year of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at City National Bank and entrepreneurial ventures related to militaria collectibles. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring tailored portfolio management, financial planning, and custody services, supported by a combination of in-house and third-party investment managers.