David Holroyd is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2008. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a broad client base that includes individuals, institutional clients, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a nationwide adviser force and a range of portfolio management styles.

Chad Cornell is a Certified Financial Planner™ with 28 years of industry experience. He is currently an advisor at OSAIC and has previously worked at Securities America Advisors and Investacorp Advisory Services. Outside of his advisory role, he is president of Frank Cornell Associates, Inc., a company providing payroll, bookkeeping, and tax services. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and various managed account strategies within a multi-advisor platform.

Kathryn Messick is a financial advisor with LPL Financial in St. Petersburg, FL, holding a Series 66 license and having 23 years of industry experience. Her prior roles include positions at Kestra Financial, Ameriprise Financial Services, Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and others. She is also a Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing a variety of strategies supported by research and technology tools.

Brent O'Neal is a CFP® and ChFC® with seven years of industry experience, currently advising clients at Edward Jones since 2021. Prior to joining Edward Jones, he spent five years with Eagle Asset Management and Carillon Fund Distributors Inc. He is based in St. Petersburg, FL. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patricia Zito is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 28 years of industry experience. She has been with Raymond James since 2008, working first with Raymond James Financial Services and then with Raymond James & Associates since 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Sara Hobbs is a financial advisor at Raymond James & Associates with five years of industry experience. She holds a Series 66 designation and previously worked at Synovus from 2016 to 2019. Hobbs is based in St. Petersburg, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities with financial planning and investment consulting, offering a range of portfolio management styles supported by affiliated research and sub-advisers.

Ryan Tedesco is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James & Associates since 2016. 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, institutional and pension plans, and charitable organizations, offering a range of financial planning and advisory services with a focus on tailored, non-discretionary investment consulting.

Juan Vega is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Fisher Investments, E*TRADE Capital Management, and Scottrade. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and nonprofit and government entities with financial planning, investment consulting, and institutional fiduciary services, offering a range of portfolio management strategies supported by firm research and affiliated sub-advisers.

Peter Bursik is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. He holds a Series 66 designation and has 18 years of industry experience. He has been with Raymond James & Associates since 2006 and Raymond James Financial Services, Inc. since 2010. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services using a range of portfolio management styles supported by affiliated research and model managers.

William Harless is a CFP® with 16 years of industry experience, currently serving at Raymond James & Associates in St. Petersburg, FL. He has been with Raymond James & Associates since 2013 and holds a Series 66 license. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, charitable organizations, and government entities, offering financial planning, investment consulting, and municipal advisory services.

Martin Velastegui is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2017. Prior to his current role, he was involved with Masa Restaurant and also worked at Florida State University. 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 and consulting services through various specialized programs.

Erin Rodberg is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, Erin worked at Foreside Funds Distributors LLC and Polen Capital Management, LLC. Raymond James & Associates is a large, dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Shawn Waked is a CFP® professional with 14 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked at multiple financial firms including Maestro Financial Partners and Summit Investment Group. Outside of financial advising, he is the owner of several real estate entities and operates a property and casualty insurance agency. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing analytical tools and supports advisory programs through a large network of advisors.

Robert Zolper is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He is currently with RBC Capital Markets, having joined in 2026, and previously worked at Raymond James & Associates, JP Morgan Securities, and Consolidated Electrical Distributors. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Curtis Chambers is a CFP®-designated financial advisor with LPL Financial, based in Largo, FL, and has 30 years of industry experience. He previously worked at Edward Jones for three years before joining LPL Financial in 2009. He has co-authored a book on tax policy in the United States with his father. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Trent Gain is a financial advisor with LPL Financial in Largo, Florida, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Independent Financial Partners, and USAA Financial Planning Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Scott O'berry is a CFP® and ChFC® credentialed financial advisor with 13 years of industry experience. He has been with Edward Jones since 2012. O'berry serves as a director for the Tampa Bay Beaches Chamber of Commerce in St. Pete Beach, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large network of advisors and branch offices nationwide.

Kevin Hannigan is a financial advisor with Edward Jones in St. Petersburg, FL, holding Series 63 and Series 66 licenses. He has 22 years of industry experience, all with Edward Jones since 2004. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Steven Flatley is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2022. His prior work experience includes roles outside the financial sector, such as positions at Circle Pizza and Capitan Jacks Island Grill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities.

Erin Eckhouse is a Series 66-credentialed advisor with Raymond James & Associates, bringing 16 years of industry experience. She has been with Raymond James Financial International Limited since 2017 and Raymond James & Associates since 2016. Outside of her advisory role, she is involved in food production and distribution through Spring Bayou Foods and volunteers with the Junior League of Tampa. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a variety of portfolio management styles and affiliated research resources.