Anne Whelan is a financial advisor with Wells Fargo Clearing in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to ERISA-qualified and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management grounded in modern portfolio theory. The firm’s advisory approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Vidak Dobrila is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors, Inc. since 2018. Outside of his advisory role, he is the owner of Westminster Property LLC, a business involved in property purchase, renovation, and rental. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by extensive research and a broad affiliate network.

Alexis Guilbeau is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63, 65, and 66 designations and bringing 10 years of industry experience. Prior to joining Raymond James in 2020, Alexis held roles at DoorDash, Ameriprise Financial Services, and several other companies. Outside of financial advising, Alexis owns and operates a baking business called alexis bakes. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and municipal entities, offering wealth advisory planning and institutional consulting through non-discretionary portfolio recommendations.

William Heath is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and five years of industry experience. He has worked at Morgan Stanley and LPL Financial prior to joining Raymond James. Outside of financial services, he is president of Sunken Labs LLC, a company involved in marketing, content creation, manufacturing, and distribution. 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.

Michael Kostrub is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Capital Management, E*TRADE Securities, and T. Rowe Price. He is based in St. Petersburg, FL. Raymond James & Associates provides financial planning and investment consulting to a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships, and maintains capabilities in public finance and municipal services.

Jorge Recio is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include six years at Wells Fargo Clearing and two years at Wells Fargo Advisors, LLC. He is based in St. Petersburg, Florida. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by extensive research and a broad affiliate network.

Lacey Thornton is a financial advisor with Wells Fargo Clearing in Tarpon Springs, FL. She holds a Series 63 designation and has six years of industry experience. Her prior work includes positions at Altabank and Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions across a large-scale platform.

Myphuong Newsome is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding Series 66 and Series 63 credentials and 12 years of industry experience. She has worked at Raymond James and its affiliates since 2018 and previously spent three years at T. Rowe Price. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory solutions and includes specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Sophia Goode is a Financial Consultant currently working at Fidelity Investments since 2023. She has held various roles within the financial services industry, including Investment Consultant and Investment Management Consultant at Fidelity Investments, Investment Advisor Representative at Jaffe Tilchin Wealth Management, Financial Advisor at Raymond James, Associate Financial Consultant at Charles Schwab, and Financial Representative at Fidelity Investments. Her professional experience encompasses wealth management services such as investment management, retirement income planning, tax and estate strategy planning, business owner planning, and college planning. Sophia collaborates with clients to develop and implement investment and retirement plans tailored to their individual financial goals. Outside of her professional work, Sophia enjoys biking, family activities, outdoor adventures, spending time with pets, and traveling.

Brock Rydell is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and eight years of industry experience. He has worked with Raymond James in various capacities since 2017 and has prior experience at Apple, Inc. Outside of his advisory work, Rydell is the president and owner of DBON, LLC, a business unrelated to investment management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and public entities. The firm offers non-discretionary, customized advisory solutions and has specialized programs for small businesses and public finance clients.

Jill French is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, where she has worked since 2011. She has 20 years of industry experience. 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 institutional consulting and municipal finance services.

Diane Don is a CFP® with 21 years of industry experience, currently affiliated with Wells Fargo Clearing. She has worked at various Wells Fargo entities since 2012, including Wells Fargo Bank and Wells Fargo Advisors. Outside of her advisory role, she is involved in managing a vacation home LLC in Blowing Rock, NC. 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 solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Antonio Witherspoon is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 23 years of industry experience. He has worked with Raymond James and its affiliates since 2006. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting for a diverse client base, including individuals, pension plans, corporations, and government entities, offering non-discretionary financial planning and access to firm-sponsored wrap fee programs and institutional consulting services.

Megan Mccall is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior work includes roles at Penn Mutual Life Insurance Company and Commercial Asset Partners Realty. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Diane Eshelman is a CFP® and ChFC® with 25 years of industry experience. She worked at Raymond James & Associates for 26 years before joining LPL Financial, where she has been since 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, financial planning, retirement consulting, and brokerage services. The firm offers both discretionary and non-discretionary management and utilizes model portfolios, research, and various technology tools to support diversified investment strategies.

Eric Mcnamara is a financial advisor with Primerica Advisors in Bradenton, FL, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019 and previously worked at Lone Tree Inc. from 2001 to 2017. Outside of his advisory role, Mcnamara is involved with Bayside Community Church. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Toriano Faulkner is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Carillon Tower Advisers, Inc. and Northwestern Mutual Wealth Management Company. Outside of his advisory role, he is involved with the West Largo Congregation of Jehovah's Witnesses Inc. Raymond James & Associates offers 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 provides institutional consulting and sponsors wrap fee advisory programs.

Aaron Cross is a Series 66-licensed financial advisor with LPL Financial and has four years of industry experience. Prior to joining LPL Financial in 2025, he worked at Donlan Wealth Management, LLC and The Investment Center, Inc., among other firms. Outside of his advisory roles, he is involved with Donlan Wealth Management as a registered business entity associated with his LPL activities. 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 investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various management options.

Anton Liashko is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Ameriprise in Clearwater, FL. His prior work includes roles at Ameriprise Financial Services and Lyft. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Heitz is a financial advisor at Fidelity with eight years of industry experience. He previously worked at Morgan Stanley and has a background that includes roles at Uber and Lowe's Home Improvement. Outside of finance, Heitz is the owner and operator of MZ Dance Company LLC, a dance studio in Clearwater, Florida. Matthew works with Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products and model portfolios.