Jeffrey Park is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at T. Rowe Price for 20 years before joining Raymond James in 2020. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Engy Alfred is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2013. Outside of her advisory role, Alfred is the sole owner of an investment-related business based in Knoxville, Tennessee. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Heather Arnell is a financial advisor with Merrill in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Merrill since 2009. Outside of advising, she is involved part-time in selling hair and skin care products for Monat Global Corp. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and various institutional investors with model-based and discretionary investment strategies.

Brian Tulinski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 investment menu that includes insurance-related vehicles and bank deposit sweep options.

David Herman is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 designations and possessing 36 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously with Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured financial planning tools and modeling techniques as part of its advisory services.

Jake Stayer is a CFP®-certified financial advisor with Ameriprise in Clearwater, FL, bringing four years of industry experience. His background includes roles at Fidelity Investments and involvement with the Chi Omega Sorority. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals near or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to clients’ retirement income needs.

Linda Van Pelt is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 39 years of industry experience. She has been with Raymond James & Associates since 2005. Outside of her advisory role, she operates LVP Designs, creating and marketing crafts at local markets and fairs. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Sean Garcia is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at Raymond James and Associates since 2019 and previously spent 12 years at T. Rowe Price Investment Services, Inc. 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 that includes individuals, institutional investors, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Karen Lewis is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she is a notary public and holds power of attorney for her mother. 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 range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jason Jackson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His career includes 13 years at T. Rowe Price Investment Services, Inc. and ongoing roles with Carillon Fund Distributors, Inc. since 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers a range of financial planning and consulting services, utilizing various portfolio management styles and affiliated research to support non-discretionary advisory relationships.

Patrick Demers is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes positions at National Financial Services Corporation and Fidelity Brokerage Services prior to joining Raymond James. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alexander Johnson is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Morgan Stanley and TD Ameritrade, as well as a variety of positions outside finance, including work at Bruno's Draft Kits and Ace Hardware. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan banking and broker-dealer organization.

Jeffrey Reynolds is a financial advisor at UBS Financial Services with 33 years of industry experience. He has previously worked at Morgan Stanley and Morgan Stanley Private Bank for 18 years before joining UBS in 2024. Outside of his advisory role, he is a co-owner of a pool and spa cleaning business and serves as a council member at the University of South Florida College of Business, providing input on academic curriculum and student programs. He is also involved with the Brandon Rotary Club charity. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Randy Freedman is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Tampa, FL. With over 40 years of experience in financial advising, he has developed expertise in areas including college education planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, individual and corporate investment strategies, tax minimization, and retirement income. Randy works with clients to address significant financial transitions such as retirement, inheritance, and the sale of a business, and coordinates with clients' attorneys, accountants, and other advisors to align financial and legacy strategies. Previously a CPA, Randy holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from the University of South Florida. He provides clients access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for commercial banking and financing needs. Randy's approach involves managing concentrated stock positions and collaborating with a broader team to support clients' financial goals. Outside of his professional work, Randy enjoys a variety of personal interests, including adventure sports, baseball, football, pickleball, racquetball, reading, skiing, spending time with his family, traveling, and watching movies.

Daniel Zucker is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has been with UBS since 2016. Outside of his advisory work, he is also involved with Bay Area PEO Solutions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 solutions.

Gary Hummel is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with LPL Financial and has previously worked at Merrill and Raymond James Financial Services. He also manages Hummel Wealth Management LLC, a business entity for tax and investment purposes. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through its network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Debbie Alexander is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds the Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Shannon Glor is a CFP® professional with over 32 years of experience in financial services. She has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. She is based in Tampa, FL, and holds Series 63 and Series 65 licenses. She is affiliated with Morgan Stanley Wealth Management, an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and modeling techniques.

Brandon Swan is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley since 2011 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

William Bond is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at supporting their long-term goals. His approach includes leveraging Merrill’s investment insights alongside the banking and lending solutions of Bank of America to create flexible wealth management plans tailored to each client's unique financial picture. William’s areas of expertise include education planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, retirement income, and wealth planning for women. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. William earned his bachelor’s degree from the University of Florida. In addition to his professional work, William dedicates time to volunteering with organizations within the communities served by Merrill. His personal interests include cooking, hiking, music, spending time with family, traveling, and watching movies.