Eric Wilbur is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Mass Mutual and its affiliated firm MML Investors Services since 2013. In addition to his advisory role, he works as an agent providing individual life, health, property/casualty, group life, and group health insurance, and he is involved in Medicare Advantage sales. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers through ongoing financial planning, asset management, and educational seminars. The firm emphasizes collaborative planning engagements using firm-approved analytical tools, offering event-driven planning services including divorce and estate-settlement planning.

Kevin Poussard is a financial advisor at Edward Jones in St. Petersburg, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was involved in several entrepreneurial ventures, including ownership roles at Top Choice Bartending LLC and The Masters of Mixology, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Julien 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 Financial and Raymond James & Associates since 1983. Julien serves on the advisory board for Elk River Greens and is a member of the finance committee at Elk River Club, a privately owned country club. He also participates in the finance and investment committee at Feather Sound Church. 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 offers tailored financial plans and investment recommendations, with a notable emphasis on municipal and institutional consulting services.

Xhuljan Myteberi is a financial advisor at Merrill in Saint Petersburg, FL, holding a Series 66 designation with seven years of industry experience. He has been associated with both Merrill and Bank of America since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America allows access to a broad set of financial products and services.

Charles Damico is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. His outside business activities include operating Blessed Wealth, LLC. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with over $256 billion in assets under management.

Steven Schnoke is a Series 66-credentialed financial advisor with five years of industry experience, currently serving at Fidelity in St. Petersburg, FL. His prior work includes roles at First Allied Advisory Services and FedEx Freight. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment process integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs.

Gary Franklin is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting services 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 through its Wealth Advisory Services Program and supports municipal and institutional clients through specialized divisions.

George Sadowski is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise in various capacities since 2009 and is based in St. Petersburg, Florida. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Calvin Gross is a CFP® with nine years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior roles include positions at First Trust Advisors, First Trust Portfolios, Carillon Fund Distributors, and Franklin Templeton Investor Services. Raymond James & Associates 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 offers wealth advisory planning, investment consulting, and institutional services to a diverse client base, including high-net-worth individuals and public entities, and is noted for its integrated municipal and public finance capabilities.

Susan Colaco is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. She has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers and offers discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Robert Jamke is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at E*Trade Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning process.

Connor Brien Berks is a financial advisor at Osaic Wealth, Inc. with a Series 66 designation and less than one year of industry experience. His prior roles include positions at MML Investors Services, LLC, MassMutual Life Insurance Co, and Barnum Financial Group. He has also worked at Poquoy Brook Golf Club and attended Stonehill College. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including high-net-worth investors and charitable organizations, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing various asset-allocation tools and automated portfolio management.

Dale Darr is a CFP®-certified financial advisor with 13 years of industry experience, currently with Raymond James & Associates. His prior experience includes roles at Fifth Third Securities, Fifth Third Bank, and Wells Fargo Clearing. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting through its Wealth Advisory Services Program and institutional consulting services, with a distinctive focus on municipal and public finance clients.

Kyle O’Keefe is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2022 and Bank of America, N.A. since 2026. Prior to his advisory roles, he was employed at Rasmussen University and Winn Dixie. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional fiduciaries.

Kirk Bell is a CFP® professional with 26 years of industry experience, currently advising at Raymond James Financial Services Advisors Inc. since 2014 and associated with Raymond James Financial Services, Inc. since 2000. He holds the Series 63 designation and is based in Parrish, FL. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations while leaving final decision authority with clients.

Andrew Gregory is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds Series 63 and Series 66 credentials and has three years of industry experience. Prior to joining Raymond James in 2022, he was with Gregory LLC for 16 years. 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 offers both non-discretionary advisory services and institutional consulting, with a notable focus on public finance and municipal work.

Rebecca Schroeder is a financial advisor with Raymond James & Associates in Clearwater, FL, holding a Series 66 designation and 15 years of industry experience. She has been with Raymond James & Associates since 2007 and is also currently associated with Lakeside Christian 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, offering both tailored financial plans and institutional consulting services.

Mark Vernick is a CFP®-credentialed financial advisor with 33 years of industry experience. He is currently affiliated with LPL Financial and previously worked at Cadaret, Grant & Co., Inc. for 30 years. Vernick has also operated Vernick Financial Planning since 1998. 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 variety of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management and access to diverse research and model portfolios.

Jeremy Brothers is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2011. 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 offers tailored financial plans and asset-allocation analyses, serving both retail and institutional clients with a range of advisory programs.

Joseph Le Blanc is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Raymond James & Associates and has previously worked at firms including Neuberger Berman, Franklin Distributors, Merrill, Fidelity Investments, and Bank of America. 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, with a focus on both retail and institutional advisory services, including municipal and public finance work.