Anders Bergmann is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2018. Bergmann is also involved with Cathedral Church of St. Peter and Epiphany of Our Lord Roman Catholic Church. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and government entities, offering a range of planning and consulting services on a non-discretionary basis.

Theresa Bursey is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2012 to 2022. 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, with a range of advisory programs that include institutional consulting and municipal finance services.

William Longest is a CFP® and ChFC® with nine years of industry experience. He has worked at Raymond James Financial and its affiliates since 2019 and previously held roles at Bank of America and Merrill Lynch. Longest has also maintained a self-employed advisory practice since 2013. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis, offering access to wrap fee programs, sub-advisers, model managers, and municipal advisory services.

Michael Murray is a financial advisor with LPL Financial in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at SII Investments, Inc. for nine years before joining LPL Financial in 2018. Outside of his advisory role, he is a licensed fixed insurance products agent. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

John Macpherson is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James for 20 years. Outside of his advisory role, he assists with his family's flower and gift business on weekends. Raymond James & Associates provides financial planning and investment consulting to individuals, retirement plans, corporations, charities, and government clients, offering both retail and institutional services including public finance and municipal work.

Naomi Abrams is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 19 years of industry experience. She worked at RBC Capital Markets Corporation for 13 years before joining Raymond James in 2017. Outside of her advisory role, she serves as a personal representative for her mother and occasionally assists with administrative tasks for a family-owned business held under a trust. 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 investment recommendations through both non-discretionary and discretionary advisory programs, with a notable focus on municipal clients and institutional consulting.

Michelle Carothers is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and 36 years of industry experience. She has been with Raymond James & Associates since 1988. 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 focus on public finance and municipal work.

Hunter Burnette is a CFP® professional with three years of industry experience, currently with Raymond James & Associates. He previously worked at Jaffe Tilchin Investment Partners and has experience in roles outside finance, including at the University of South Florida and Gaylord Palms Resort and Convention Center. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting through various programs, serving a diverse client base that includes individuals, institutions, and government entities.

Robert Eckardt is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 27 years of industry experience. He has been with Raymond James & Associates since 1995. Raymond James & Associates provides financial planning and investment consulting services 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, as well as institutional consulting and municipal finance capabilities.

Linda Bauer is a financial advisor with LPL Financial in Seminole, FL, holding Series 63 and Series 66 credentials. She has 27 years of industry experience and has been with LPL Financial since 2010. Outside of her advisory role, she works as a support coach for Emergency Support Providers. 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 representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Colin Castro is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. His prior work includes roles at MML Investors Services, MassMutual Life Insurance Co, the IRONMAN Foundation, YMCA of Greater Louisville, and academic positions at the University of Louisville and Webber International University. Outside of advisory work, he is involved in insurance brokerage focusing on life, disability, long-term care, fixed annuities, and health products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative processes using advanced analytical tools.

Gregory Slaton is a Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2018. His professional focus includes education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Greg holds a Bachelor of Science degree in Exercise Physiology from The University of Tampa and has earned the Chartered Retirement Planning Counselor™ (CRPC®) designation as well as the Personal Investment Advisor (PIA) designation. He is engaged with the National Alopecia Areata Foundation as part of his community involvement. Outside of his professional work, Greg resides in St. Petersburg, Florida with his fiancée. His personal interests include gymnastics, music, running marathons, and watching movies.

Stuart Green is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in Tarpon Springs, Florida. He has been with Wells Fargo Bank since 2010 and joined Wells Fargo Clearing in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Alan Graves is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Cetera Investment Advisers and Ameriprise Financial Services. Outside of his advisory role, he is an associate and senior registered associate at Thakar Financial LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, and public sector entities. The firm offers tailored, non-discretionary advisory solutions and manages municipal and public finance relationships through its affiliated departments.

Michael White is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2000 and has also maintained a role at the University of Chicago since 1996. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm provides tailored financial plans and asset-allocation analyses, supports both non-discretionary and discretionary advisory relationships, and maintains capabilities in public finance and municipal work.

Andrew Read is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2005. He holds a Series 63 license and is based in St. Petersburg, FL. 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 focus on public finance and municipal work alongside its retail advisory services.

Robert Karr is a financial advisor with Primerica Advisors in Largo, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Primerica Advisors since 1991 and with Primerica Financial Services since 1986. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model based on tiered wrap fees rather than fixed fees.

Ingrid Schoppe is a financial advisor with Raymond James Financial Services Advisors, Inc. in Clearwater, FL, holding a Series 66 designation and 15 years of industry experience. She has been with Raymond James since 2012. Outside of her advisory role, she also works as a Registered Client Service Associate for Tampa Bay Financial Planning. 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 municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans, often working in an advisory and implementation-support capacity rather than as a delegated manager.

Christian Saylor is a financial advisor at Raymond James & Associates with Series 65 and Series 63 credentials and two years of industry experience. He serves on the Recent Alumni Board for Florida State University's College of Business, contributing to the strategic vision and networking efforts for recent graduates. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management, providing wealth advisory planning and investment consulting to a diverse client base that includes individuals, institutions, and government entities.

Jennings Dorman is a financial advisor at Raymond James & Associates with one year of industry experience. His prior work includes roles at Fidelity Investments and Nylo Capital Inc. He is licensed with Series 65 and Series 63 credentials. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm provides wealth advisory planning, investment consulting, and institutional services to a diverse client base, including individuals, pension plans, corporations, and government entities.