Mei Jing Edgerton is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of experience at the firm. Her prior work includes seven years with Raymond James & Associates and three years at Solid Rock Community School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering tailored financial planning and consulting services supported by extensive research and a range of portfolio management styles.

Adrien Roa is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Morgan Stanley, Bankers Life Securities, and Northwestern Mutual. He also spent six years at Saint Leo University. Raymond James & Associates is a large 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 and investment consulting with a range of portfolio management styles and affiliated research.

Robert Robinson serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on connecting clients to the people, plans, and processes that align with their individual ambitions. His work emphasizes planning for key life goals, including funding education, preparing for retirement and healthcare expenses, and developing tailored strategies to support long-term family objectives. Robinson holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from the University of Florida. His approach incorporates clients' personal perspectives and priorities, aiming to simplify the complexities of investing and wealth planning.

Stephen Kitner is a financial advisor at OSAIC with Series 63 and Series 65 credentials. He has held roles at Genter Capital Management LLC, Coastal Carolina University, and Jefferson Security Bank. Kitner's industry experience is recent, beginning in 2025. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to various investment platforms. The firm employs a range of tools and third-party services to construct and manage portfolios across multiple asset classes.

Brandon Bowen is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 license and nine years of industry experience. His prior roles include positions at E*TRADE Capital Management, Bank of America, and Merrill. Outside of his advisory work, he serves as the director of a technology company called Chronicles Anonymous. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, employing structured planning tools and investment models to support client goals.

Corbin Kitzinger is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2009 and has worked with the broader Raymond James Financial Services, Inc. organization since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Thomas Neil is a financial advisor at J.P. Morgan Securities with one year of experience. He holds a Series 66 designation and is based in Tampa, FL. His prior work history includes roles at JPMorgan Chase Bank, N.A., LCG Advisors, and experience outside the financial industry including involvement with Pane Rustica Restaurant and Salt Pines LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Michael Ferrara is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and 13 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA spanning 15 years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through various advisory programs and provides municipal advisory services uncommon among peers.

Chloe Hill is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 66 and Series 63 credentials and has five years of industry experience. Prior to joining Raymond James, she worked at Howland and Associates, LLC and Branch Banking and Trust. Outside of advisory work, she is an officer and secretary for Antipodean Group Inc., a business she co-founded to manage rental properties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and nonprofits. The firm emphasizes tailored, non-discretionary planning that utilizes various analytical tools and maintains services such as municipal advisory and a SIMPLE IRA Employer Advisory program.

Timothy Vansolkema is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 2016. 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, pension plans, and charitable organizations, offering a range of financial planning and consulting services supported by firm research and multiple portfolio management styles.

Tonita Arthur is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Royal Alliance and several BBVA-affiliated firms since 2015. Arthur is based in St. Petersburg, FL. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering services including brokerage, financial planning, retirement consulting, and access to third-party money managers. The firm employs advanced portfolio construction tools and supports both discretionary and non-discretionary account management.

Rosa Gonzalez is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 63 designation and bringing 35 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers its services through Financial Advisors and specialized estate planning groups.

Todd Belfiore is a financial advisor with Stifel in Tampa, FL, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Stifel Nicolaus & Co. Inc since 2013. Belfiore serves as a board member of the Brett Favre Fourward Foundation, which supports charities aiding underserved and disabled children and breast cancer patients. Stifel serves a diverse client base, including individuals of varying net worth, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach incorporates proprietary analysis and probabilistic modeling developed by the Investment Strategy Group to guide asset allocation and financial planning.

Lazette Pierce Miller is a financial advisor at Morgan Stanley with 15 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved as a sales representative in a multi-level marketing business and also works in customer service for a retail company. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and retirement strategies.

Kevin Nashbar is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include multiple positions within Raymond James entities and other financial firms such as Independent Financial Partners and Total Insurance Brokers. 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, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Dane Parker is a financial advisor at Stifel in Tampa, FL, holding a Series 66 credential with one year of industry experience. His prior career includes over three decades in medical-related businesses, including ownership roles in medical clinics and aesthetic salons. He is a silent owner of True MD and Premier Salon and Spa, a medical aesthetics and hair and nail salon. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses proprietary investment methodologies developed by its Investment Strategy Group to support client decision-making in asset allocation and financial planning.

Daniel Angulo is a financial advisor at UBS Financial Services in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Total Quality Logistics and Outback Steakhouse, as well as time spent at Florida State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates across multiple financial sectors, including wealth management, institutional trading, and capital markets services.

Nathanael Gregor is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked with firms including Calton & Associates, Inc., Midwestern Securities Trading Company, LLC, and Target. Gregor is currently based in Saint Petersburg, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Richard Loud is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has prior work experience at United Ground Express and Delta Global Services. He is based in Tampa, FL. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutional investors.

Andrew Kohl is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial priorities and develop strategies to address their short-, mid-, and long-term goals. His advisory services encompass general investing, retirement planning, and preparing for unforeseen financial needs. He also facilitates client access to Bank of America specialists for banking, credit, home financing, and small business solutions. Kohl’s areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and is registered with NMLS ID 2399358. His educational background includes a high school diploma from Harrison High School and attendance at Georgia Southern University without degree conferral. Outside of his professional role, Andrew Kohl is involved with Kiwanis International. He enjoys adventure sports, basketball, fishing, football, golfing, music, and spending time with his family. He is an enthusiastic NFL football fan who follows games regularly with his wife and two young children.