Alexis Szathmary is a financial advisor with TIAA-CREF, holding a Series 66 designation and eight years of industry experience. Prior to joining TIAA-CREF in 2024, Alexis worked at Morgan Stanley, Harrisdirect LLC, E*TRADE Securities LLC, and Edward Jones among other firms. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time financial planning services and ongoing discretionary management through various managed account options.

William Hamm is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Independent Financial Partners and affiliated firms since 2012 and serves as Chief Operating Officer of the entire enterprise. Outside of his advisory role, he oversees day-to-day operations of an ecommerce brand for men's clothing and provides consulting services to other registered investment advisers. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a decentralized advisory model with a focus on retirement-plan advisory and pension consulting, serving tens of thousands of individual, charitable, corporate, and high-net-worth clients.

Kevin Wunker is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has worked previously at PennyMac Loan Services and Founders Professional. His background also includes four years at Florida State University and four years at Pompano Beach High School. Raymond James & Associates provides financial planning and investment consulting 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 asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Abner Cordova is a financial advisor at Raymond James & Associates with a Series 66 credential and approximately one year of industry experience. Prior to joining Raymond James, he has held roles at a university fitness center and teaching positions at the University of Alabama and Bob Jones High School. 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, investment consulting, and institutional consulting services to a broad client base including individuals, pension plans, corporations, and public entities, utilizing a non-discretionary approach with integrated custody and affiliated sub-adviser networks.

Cory Rodrigue is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. Raymond James & Associates provides financial planning and investment consulting 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 asset-allocation analyses, supporting implementation through various advisory programs and institutional consulting services.

Robin Carmichael is a financial advisor at OSAIC with 26 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at Signator Investors Inc and Cambridge Investment Research Advisors, Inc. Carmichael is also co-owner of a custom engraving and gift business. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering a combination of brokerage and advisory services. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Thomas Peterson is a CFP®-certified financial advisor with 13 years of industry experience, currently with Raymond James Financial Services Advisors in Clearwater, FL. He has worked at Raymond James and Peterson Wealth Management, where he also serves as an associate employee. Peterson is involved in financial education as a professor with the Association of Financial Educators. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers specialized programs for small businesses and integrates municipal and public finance capabilities within its institutional fiduciary solutions.

Kyle Knecht is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Primerica Advisors, Guardian Life Insurance Company, and Northwestern Mutual. Outside of finance, he has experience in the hospitality industry, having worked at several steakhouse establishments. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program 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 capabilities in institutional consulting and municipal public finance.

Brian Rowley is a financial advisor with Raymond James & Associates in Clearwater, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James since 2014. Outside of his advisory role, he referees high school soccer games for the Pinellas Soccer Officials Association and Largo United. Raymond James & Associates offers financial planning and investment consulting services to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal and institutional clients through specialized divisions.

Howard Hill II is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James since 2006, alongside roles at Hill Financial Services and Freeland Financial. He is also president of a personal S Chapter corporation. 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 provides financial planning and non-discretionary investment consulting, utilizing a broad array of implementation options and an extensive affiliate network.

Jeffrey Myers is a financial advisor with Merrill based in Saint Petersburg, FL, holding a Series 66 designation and 10 years of industry experience. He has been associated with Bank of America since 1998, including his current role since 2015. Outside of his advisory work, he serves as President Elect and will serve as President of the South Sound Planned Giving Council, a charitable organization focused on education about planned giving. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Travis Collum is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at IHT Wealth Management LLC and LPL Financial. Raymond James & Associates provides financial planning and investment consulting 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, supporting both non-discretionary advisory relationships and institutional consulting.

Gasper Flores is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He has held his current roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2013. He holds the Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

My Edmonds is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2014. He is a board member and finance/investment committee member of the nonprofit Gulf Coast JFCS. 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 governmental clients, offering both non-discretionary advisory and institutional fiduciary solutions.

Jonathan Bik is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he focuses on delivering a comprehensive wealth management approach that begins with understanding clients and their families, financial situations, and priorities. He works to create customized strategies that adapt to clients’ evolving needs and market conditions, leveraging Merrill’s investment insights and the banking services of Bank of America. Jonathan specializes in managing new wealth, personal retirement planning, tax minimization, and retirement income strategies. He collaborates closely with clients to align wealth management plans with their values and goals. His expertise includes retirement planning, 401(k) analysis, portfolio strategies, education planning, cash flow modeling, estate planning services, and tax minimization. He also facilitates access to banking support for large purchase financing as part of addressing clients’ broader financial needs. He holds a Bachelor’s Degree from the University of Kentucky and an MBA from Saint Leo College. Jonathan has earned several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he volunteers with the Florida Holocaust Museum and enjoys boating, football, golfing, ice hockey, music, reading, running, spending time with his family, and watching movies.

Brennan Lane is a financial advisor at UBS Financial Services with eight years of industry experience. He has previously worked at Sorrento Pacific Financial, LLC, and Community Bank. Outside of his advisory role, Lane manages an inactive AI-driven e-commerce business selling consumer products. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining proprietary market research and model-based asset allocations to tailor solutions aligned with clients’ goals and risk tolerances.

Tobin Hom is a financial advisor with Raymond James & Associates in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 1993. Outside of his advisory role, he serves as a co-trustee for his family trust. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, corporations, and public entities. The firm offers wealth advisory planning and investment consulting through various programs, providing non-discretionary advice supported by extensive research and an integrated affiliate network.

Christopher Bartkus is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 53 years of industry experience. His career includes roles at Cetera Wealth Services, Summit Financial Group, and Compensation Programs Inc of Florida, where he has also served as president of an insurance agency offering life and health products. He acts as a notary and trustee of a family trust in addition to managing a commercial property with professional tenants. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform with access to affiliated and third-party investment models and reported over $256 billion in assets under management.

Gerald Tacia is a financial advisor at Fidelity with Series 66 and Series 63 credentials and eight years of industry experience. His work history includes roles at Fidelity Investments, Raymond James Financial Services, and prior positions in education and management. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of AI in research.

Hunter Rieth is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work history includes roles at Pablo Creek Inc and Northwestern Mutual. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.