James Dolan is a CFP®-designated financial advisor with LPL Financial, where he has worked since 2002 and has 31 years of industry experience. He operates in St. Petersburg, FL, and maintains a DBA under Vision Financial Group, Inc. Outside of his advisory role, he is involved in managing real estate used partially for office space and rental purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm provides diversified advisory programs, financial planning, and utilizes research and model portfolios from internal and third-party sources.

Julie Kinney is a financial advisor with Merrill based in St. Petersburg, FL, holding Series 63 and Series 65 licenses and with 33 years of industry experience. She has been with Merrill since 1992 and has concurrently worked at Bank of America, N.A. since 2011. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jonathon Tuft is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and over 40 years of industry experience. He has been with Raymond James since 1998 and is also a partner in Jobil Properties LLC, a business he has been involved with since 2008. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a variety of portfolio management options and provides notable municipal advisory services alongside its broader wealth advisory programs.

Joshua Boulware is a CFP® and ChFC® with 11 years of industry experience. He has worked at Raymond James & Associates since 2025 and previously spent 10 years at Edward Jones. Outside of his advisory role, he serves as a board member providing mentoring for Victorious Encore, an education-focused organization in Miami. 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 investment consulting services that leverage a range of portfolio management styles and affiliated research.

Christopher Gleber is a financial advisor with Ameriprise in Kenner, LA, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Gleber is a past president of the Financial Planning Association of Louisiana. He is also involved as a managing member and CFO in an e-commerce business venture, BNC Group LLC. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research-driven recommendations with algorithmic tools and personalized financial advice. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Alexander Gornto is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2008 and joined Merrill Lynch in 2015. In his role, he focuses on developing strategies and providing advice tailored to individuals, their families, and businesses by understanding their short- and long-term financial objectives. His client expertise includes legacy planning, managing new wealth, and personal retirement planning. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor of Science degree in Finance from the University of South Florida. His approach involves coordinating with clients’ tax and legal advisors to deliver integrated wealth management plans that emphasize risk minimization and capital preservation. Alex and his team serve a clientele that includes physicians, attorneys, entrepreneurs, corporate executives, retirees, and small business owners. He lives in Saint Petersburg with his wife, Danielle, and their three children. Outside of work, Alex is active in the community supporting Ronald McDonald House and mentoring area youth through coaching. His personal interests include basketball, golfing, tennis, and spending time with his family.

John Denton is a financial advisor with Morgan Stanley in Bradenton, FL, holding a Series 66 designation and 22 years of industry experience. He has been associated with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is a passive partner in Cadenza Capital LLC, a real estate-related business in Palmetto, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and a range of advisory programs supported by structured discovery processes and proprietary planning tools.

Alfred Espro is a Series 66-licensed financial advisor with Raymond James & Associates, bringing 26 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of finance, he owns E5 Training, a sports training business offering local coaching lessons. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm provides non-discretionary financial planning and consulting, utilizing a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

William Nugent II is a financial advisor at RBC Capital Markets in St. Petersburg, FL, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for seven years. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm implements customized strategies using both in-house and third-party investment managers and provides integrated capital-markets and alternative investment capabilities.

Michael Piccione is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services alongside brokerage, featuring both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Julie Veltus is a financial advisor with Mass Mutual Investors Services in Palmetto, Florida, holding Series 63 and Series 65 licenses and has 22 years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2003. Outside of her advisory role, she operates Veltus Financial Services LLC, providing insurance consulting for individual and group employee benefits. 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 offers ongoing financial planning using firm-approved software to analyze client goals and provides asset management, wrap and money-manager programs, and educational seminars.

Keith Dudley is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has worked at Merrill, Bank of America, N.A., and Raymond James & Associates since 2020. Dudley holds Series 63 and Series 65 licenses. 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, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Jeffrey Mc Adams is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 14 years of industry experience. He has been with various Raymond James entities since 2016. Outside of his advisory role, he co-owns Happy Pets Mobile Vet with his wife. 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.

Constantine Kallenekos is a financial advisor at RBC Capital Markets with 30 years of industry experience. He has held prior roles at Morgan Stanley and City National Bank. Outside of his advisory work, he is a passive owner of several residential and vacation rental properties. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning services through a variety of advisory programs.

Austin Villodas is a financial advisor with LPL Financial in Bradenton, FL, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior roles include positions at Archer Education, Empower Financial Services, TD Ameritrade, and Wells Fargo Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Sean Kelly is a financial advisor with Raymond James & Associates, holding a Series 66 designation and over 22 years of industry experience. He has been with Raymond James & Associates since 2003. Outside of his advisory work, Kelly serves on the advisory council for Clothes to Kids, is the sole citizen trustee for the City of St. Petersburg Employees Retirement System, and is a board member for the Police Athletic League of St. Petersburg. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Deborah Stephens is a financial advisor with Primerica Advisors in St. Petersburg, FL, holding Series 65 and Series 63 licenses and five years of industry experience. She has worked at PFS Investments Inc. since 2018 and Primerica Financial Services since 2016. Stephens also has a background in education, having worked at Gwinnett Technical College and Gwinnett Public Schools. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and manages approximately $15.5 billion in assets, delivering advisory services through model recommendations supported by third-party asset managers.

David Whaley is a financial advisor at Ameriprise with 30 years of industry experience. He holds a Series 63 designation and has worked with Ameriprise since 2018, previously working at Wells Fargo Advisors from 2009 to 2018. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

John Posey is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding a Series 63 designation and bringing 34 years of industry experience. He has been with UBS since 2008. Outside of his advisory work, he serves as Vice President and a member of the Board of Directors for Vincent House, a nonprofit focused on recovery through work. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services across a broad range of financial products and solutions.

William Waters II is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he serves as a committee member on several committees at the St. Pete Yacht Club. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.