Allyson Snow is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at J.W. Cole Advisors and Axa Advisors LLC. Outside of finance, she owns Tampa Bay Yogi, LLC, where she hosts yoga and fitness events and classes. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services supported by comprehensive research and a diverse set of portfolio management strategies.

Nathaniel Jones is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Wells Fargo Advisors. He has worked within Wells Fargo Clearing Services and Wells Fargo Bank since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, and utilizes proprietary research and tools to develop tailored recommendations for its clients.

Joshua Sclafani is a financial advisor at Raymond James & Associates with seven years of industry experience. He has held roles within Raymond James Financial Services since 2017 and previously worked at Convergence Consulting Group for three years. He holds the Series 66 designation and is based in St. Petersburg, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nicholas Keating III is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked at Primerica Financial Services since 1991 and at PFS Investments Inc. since 1983, with a brief tenure at Appointments 4 Advisors in 2020. Outside of investment advising, he is involved in sales related to home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-based strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Danielle Delgado Ellison is a financial advisor with Raymond James & Associates in St. Petersburg, FL. She holds Series 63 and Series 66 designations and has 20 years of industry experience, including 16 years with Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Andrew Phillips is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 25 years of industry experience. He has been with Raymond James since 2006 and co-founded Cook & Phillips Financial Group in 2006. Outside of advising, he is also an insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors while maintaining specialized municipal and SIMPLE IRA advisory services.

Matthew Allen is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Janney Montgomery Scott for 16 years before joining Raymond James in 2018. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional advisory services with a focus on tailored, non-discretionary strategies supported by extensive research and a wide range of portfolio management options.

Yelena Peshko is a financial advisor with Raymond James & Associates in St. Petersburg, FL. She holds a Series 66 designation and has 13 years of industry experience, including 11 years at her current firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Robert Pisaneschi is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Bank, JP Morgan Securities, Bank of America, and Merrill. Outside of his advisory role, he owns and operates BP Customs Inc., which sells products on Amazon, and Pulse Productions Group, a video production company focused on cars. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary investment services tailored to plan objectives and risk tolerances.

Dallas Nelson is a financial advisor with Raymond James Financial Services, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Raymond James in 2022, he worked at Florida Financial Advisors and has experience in unrelated fields including restaurant and retail management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary advisory services using risk profiling and modeling tools, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

Darren Speizer is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at firms including Wells Fargo Advisors and Sunshine City Advisors. In addition to his advisory role, he is president of Speizer Wealth LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support clients' goals while maintaining specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Barrett White is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and previously worked at Hildene Capital Management and Crews Investment Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Braeden Eubanks is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Cetera and Minnesota Life Insurance Company. Outside of finance, he has experience in the catering industry through his work with University of Iowa Catering. J.P. Morgan Securities LLC 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, distribution, and investment management capabilities.

Wendy Myers is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2004. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary services.

Kevin Jones is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. He has been with Raymond James since 2019 and previously worked at Online Trading Academy from 2016 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Laurence Buck is a Series 66-licensed financial advisor at Edward Jones in Estill, SC, with 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as Co-Chairman of Friends of NRA Pinellas County, FL, where he coordinates fundraising events. 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, investment strategies, and affiliated financial products, operating under a fiduciary standard.

Le Brielmaier is a financial advisor at Raymond James & Associates with 10 years of industry experience and holds the Series 66 designation. He has worked at Raymond James & Associates in multiple periods since 2014, with a brief tenure at Ellevest in 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Aimee Tesoro is a CFP® professional with 25 years of industry experience, currently working at LPL Financial. She has held prior roles at firms including Equitable Advisors, RSM US LLP, Raymond James & Associates, and Transamerica entities. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Katherine Eckelbarger is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Carlson Group, a goals-based wealth management team. She works with families, individuals, and businesses across the country to acquire, grow, and preserve assets, focusing on portfolio management strategies tailored to each client's goals. Katherine's role specifically centers on client relations and marketing, where she provides a friendly point of contact and coordinates client outreach events such as seminars and social gatherings to enhance client experience. Katherine joined the Carlson Group in 2010 as a part-time Client Associate and became a registered Financial Advisor in 2013. She holds a Bachelor's Degree in Communications from the University of South Florida. Her professional designations include Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Beyond her professional work, Katherine is a St. Petersburg native who enjoys fishing, running, and playing tennis. She is involved in her community through her membership in The Margaret Acheson Stuart Society of the Museum of Fine Arts and has served on the golf tournament committee for the St. Anthony's Hospital Foundation.

Mark Hernandez is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and has previously worked at Putnam Investments, BlackRock, and Merrill Lynch. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.