Matthew Best is a financial advisor at Edward Jones in Clearwater, FL, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017, with a brief period of unemployment between roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

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.

Thomas Putnam is a financial advisor at Raymond James Financial with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Raymond James Financial and its affiliate since 2002. Outside of his advisory role, he is the president of Freeland Financial Inc., a support company based in Clearwater, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized services including municipal and public finance advisory.

Erik Golub is a financial advisor with Primerica Advisors in Clearwater, FL, holding Series 66, Series 65, and Series 63 designations and seven years of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, and IRA Services Trust Company. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies alongside discretionary separately managed account options.

Gary Hummel is a CFP®-certified financial advisor with 33 years of industry experience, currently affiliated with LPL Financial. He previously worked at Merrill for 13 years and Raymond James Financial Services for 7 years. Hummel also operates Hummel Wealth Management LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning and various portfolio management programs, utilizing both proprietary and third-party strategies, and supports advisors with advanced operational and research tools.

Darrin Romney is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2007, progressing through various roles that include Team Leader in Investment Solutions, Onboarding Leader for Customer Service, and Team Leader in several specialized areas such as Stock Plan Services, Active Trading, and Retirement Solutions. Throughout his career, Darrin has focused on financial planning processes to assist clients and associates in overcoming obstacles and creating individualized plans aimed at long-term success. His extensive experience spans investment solutions, retirement services, and client relationship management within Fidelity Investments. No information regarding his education, credentials, personal interests, or community involvement was provided.

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.

Steven Laesser is a financial advisor with LPL Financial in St. Petersburg, Florida, holding a Series 66 credential and six years of industry experience. He previously worked at Raymond James Financial Services and has a background in the electronics and industrial sectors. Laesser is involved with Serving the Lord Enterprises, a business entity unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad advisory platform that includes financial planning, model portfolios, and institutional services.

Paul Metcalfe is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. He has worked at Raymond James & Associates since 2010 and previously spent time at LHT Performance from 2013 to 2018. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jeffrey Mullins is a financial advisor at Wells Fargo Clearing with 9 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for the Hamilton County Department of Education for 8 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm operates with over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics.

Joseph Raissi is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James since 2008 and is also an author of the book *Wealth Creation and Protection*. Raissi has a long-standing involvement with the First Baptist Church since 1997 and has held leadership roles in family and support companies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized municipal and public-finance advisory capabilities and programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Robert Berglund is a financial advisor with Ameriprise in Palm Harbor, FL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Ameriprise since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies.

William Counsman is a financial advisor with Wells Fargo Advisors in St. Petersburg, FL, holding a Series 63 designation and bringing 30 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he spent 26 years with Raymond James Financial Services, Inc. and was self-employed as a consultant in 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services. The firm offers tailored client recommendations using proprietary research and planning tools, covering comprehensive areas including cash-flow, retirement, and wealth-transfer planning.

Gene Melamud is a financial advisor with Raymond James & Associates in Largo, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James since 1995. Outside of his advisory role, he assists his mother as a trustee delegate and power of attorney with her investments. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Byron Pollock is a financial advisor at Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation with 18 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2008 and Raymond James Financial since 2020. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory program.

Thomas Byron is a Series 66-licensed financial advisor with LPL Enterprise, based in St. Petersburg, FL, and has three years of industry experience. His background includes positions at The Prudential Insurance Company of America and Pruco Securities LLC, as well as prior roles in education and health departments. Outside of his advisory work, he is involved in event setup and breakdown for The Motor Enclave in Tampa, FL. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a variety of affiliated services beyond traditional securities.

Beth Doyle is a financial advisor with Raymond James & Associates in Largo, FL, holding Series 63 and Series 66 designations and possessing 17 years of industry experience. She previously worked at Wells Fargo Clearing and J.P. Morgan Securities before joining Raymond James in 2018. Outside of her advisory role, she is a notary public in Trinity, FL. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Todd Schober is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Steward Partners. 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 a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a range of portfolio management styles and affiliated research.

John Kollar is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with Cambridge since 2019, following a six-year retirement period. Kollar serves as a board member for the Cloisters on Beach Homeowners Association in Saint Petersburg, FL. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base including individual, pension, and charitable organizations. The firm offers both discretionary and non-discretionary management through multiple platforms and employs proprietary model strategies alongside access to unaffiliated third-party advisers.