Pedro Filippa is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mutual of America, Raymond James, and T. Rowe Price. 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.

Joshua Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior roles include positions at T. Rowe Price and Grove Point Investments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through a large network of advisors and affiliated firms.

Clara Halapio is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and four years of industry experience. Her prior work includes roles at Ford Motor Credit, Childcare Solutions, and Sony/ATV Music Publishing. 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, and offers financial planning and advisory services that incorporate risk profiling and software-driven analyses.

Paul Haskins is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. His prior roles include positions with the City of Tampa and Manatee County, as well as work at Colosseum Coaching and Consulting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Margaret Salvatore is a financial advisor at Raymond James & Associates with two years of industry experience. She previously worked at Baird and Northwestern Mutual and spent time teaching at the University of Göttingen. 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 charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Michael Magee is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities and JP Morgan Chase Bank. Magee also operates a personal loan business as a sole proprietor outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment models in its advisory process.

Jonathan Jacobus is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The Jacobus Wealth Management Group, which serves a diverse clientele across New York, New Jersey, Florida, and 24 other states. The group provides personalized wealth management strategies through a disciplined five-step process focused on understanding clients' financial situations and long-term goals. Jonathan and his team work closely with clients to establish and define their objectives, assess their current financial status, and align recommendations accordingly. Their services include investment and retirement planning, liability management, budgeting, and other aspects of financial life management. The group serves multiple generations of clients, including corporate executives, attorneys, CPAs, and business owners. Jonathan holds a Bachelor's Degree and a Master's Degree from the University of Tampa and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He also participates in community service through volunteering with local organizations.

Cynthia Richardson is a financial advisor with LPL Financial in Clearwater, FL, holding a Series 66 license and 20 years of industry experience. She worked previously at INVEST Financial Corp for nine years before joining LPL Financial in 2018. Outside of her advisory role, she owns Premier Tax Team, a tax preparation and accounting business, and is also an insurance agent with Premier Wealth Planning Spring Hill. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Jessica Malley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 12 years of industry experience. Her work history includes positions at Raymond James Financial Services and Doshi Financial LLC, as well as a role at the University of South Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and analytical tools to align with client goals and supports a broad advisor network with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Dean Rosko is a financial advisor with Equitable Advisors in Clearwater, FL, holding Series 63 and Series 65 credentials and with 46 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, Rosko serves as the First Vice President of the Gulf Coast US Bowling Congress. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, institutional clients, and organizations. The firm utilizes a variety of investment models and third-party asset managers, focusing on personalized client assessments and offering a broad range of investment products including mutual funds, ETFs, and alternative investments.

Robert Wolf is a financial advisor at Thrivent Investment Management with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and several mortgage-related firms. Outside of financial advising, he owns COST TO SERVE, LLC, a business focused on analyzing operational inventory costs for warehouses and distribution centers. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on various planning topics without implementation or discretionary portfolio management. The firm emphasizes goal-based analyses and periodic plan reviews through a network of Financial Advisors.

Michael Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at INVEST Financial Corporation and Calton & Associates, Inc. Miller is also involved with Life Brokerage Financial Group in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a broad range of advisory strategies implemented by its extensive network of investment adviser representatives.

Zachary Kessler is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2010. 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 tailored financial planning and consulting services supported by a range of investment strategies and affiliated research.

Mark Carlson is a Senior Financial Advisor and founding member of the Carlson Group, a Goals-Based Wealth Management team within Merrill Lynch Wealth Management. Since joining Merrill Lynch in St. Petersburg in 1981, Mark has developed investment disciplines and client relationship standards to guide his practice. The Carlson Group serves business owners, physicians, lawyers, professionals, and their families with services including portfolio management, corporate retirement plans, customized lending, trust and estate planning, and wealth transfer strategies. Mark holds a Bachelor's degree from Emory University, earned in 1972, and the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is registered to conduct business in more than 44 states. Mark balances his professional commitments with family time alongside his wife, Dimity, and their three sons. The couple is engaged with the local community through involvement with the St. Petersburg Museum of Fine Arts and Academy Prep Center for Education.

Nicholas Carroll is a CFA® charterholder with six years of industry experience. He is currently with Raymond James & Associates and has previously worked at UBS Financial Services and UBS Asset Management. Raymond James & Associates, Inc. is a nationally recognized 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 consulting, and institutional advisory services.

Jacob Bennett is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and two years of industry experience. His work history includes positions at Raymond James Financial and Northwestern Mutual. 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 charitable organizations with financial planning, investment consulting, and institutional fiduciary services, offering tailored, generally non-discretionary advice supported by a variety of portfolio management styles and affiliated research.

Dana Seiber is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and nine years of industry experience. She has been with Raymond James since 2015. Outside of her advisory role, she owns Sunchase Travel, LLC, where she continues to serve one long-term corporate travel client. 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, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional services.

Chelsea Cellamare 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 worked at Raymond James since 2018 and previously spent 11 years at Triad Retail Media. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and municipal entities. The firm offers financial planning and investment consulting through a range of portfolio management styles and supports its advisers with firm research, model managers, and municipal advisory services.

Richard Palmer Jr. is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he owns the Institute for DROP Consultants, which promotes DROP-related research and licensing of the Certified DROP Consultant certification. 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 investors, and municipal entities, offering financial planning and investment consulting with a range of portfolio management approaches.

Nathaniel Beaver is a Series 66-licensed financial advisor at Edward Jones with 12 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2014 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.