Kimberly Williams is a financial advisor at Merrill with 5 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2003. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes tax-efficient investment strategies and benefits from its integration with Bank of America affiliates and a comprehensive capital-markets platform.

Brian Tulinski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jake Stayer is a CFP®-certified financial advisor with Ameriprise in Clearwater, FL, bringing four years of industry experience. His background includes roles at Fidelity Investments and involvement with the Chi Omega Sorority. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals near or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to clients’ retirement income needs.

Nick Redhead is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he collaborates with clients to develop personalized strategies for accumulating, preserving, and transferring financial wealth, aiming to simplify financial planning and build client confidence through clear guidance and ongoing partnership. Prior to his current position, Nick served as a Financial Representative at Charles Schwab from 2022 to 2023 and was a Financial Consultant partner at Equitable Advisors from 2019 to 2021. His professional experience reflects a focus on client-centered financial consulting across multiple organizations. Outside of his professional work, Nick has interests in fitness, food, football, golf, and movies.

Linda Van Pelt is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 39 years of industry experience. She has been with Raymond James & Associates since 2005. Outside of her advisory role, she operates LVP Designs, creating and marketing crafts at local markets and fairs. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Sean Garcia is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at Raymond James and Associates since 2019 and previously spent 12 years at T. Rowe Price Investment Services, Inc. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional investors, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

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 63, Series 65, and Series 66 credentials and seven years of industry experience. He has worked at PFS Investments Inc., Primerica Financial Services, Advanta IRA, Millennium Trust Company, and IRA Services Trust Company. Primerica Advisors is a large firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers and provides services through a network of thousands of advisors.

Jill Salvatore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has worked at several prominent firms, including Citigroup and City National Bank, before joining Wells Fargo Clearing Services and Wells Fargo Bank. Outside of her advisory role, she serves as co-trustee and power of attorney for her parents' revocable living trusts. 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 manages approximately $671 billion in assets and combines research from its own investment institute with third-party data to support diversified portfolio strategies.

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.

Chelsea Beltre is a financial advisor with Merrill in Tampa, FL, holding a Series 66 license and two years of industry experience. Prior to joining Merrill, she worked at Bank of America N.A. and Suncoast Credit Union. 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, and various institutional investors.

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.

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.