Adrien Roa is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Morgan Stanley, Bankers Life Securities, and Northwestern Mutual, among others. 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, and institutional clients. The firm also offers wrap fee advisory programs and institutional consulting, with a particular focus on public finance and municipal work.

Alexander Armenta is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2019, previously serving as an Investment Consultant from 2023 to 2025, a Workplace Planning Consultant from 2020 to 2023, and a Treasury Operations Associate from 2019 to 2020. In his current capacity, Alexander works alongside clients to provide analysis and implement financial plans aligned with their time horizons and investment objectives. Throughout his tenure at Fidelity, Alexander has focused on delivering a thoughtful client experience by leveraging the firm's resources. He emphasizes passion, professionalism, and organization in his approach to financial consulting. Outside of his professional work, Alexander enjoys baseball, football, motorcycles, outdoor adventures, and spending time with his pets.

Corbin Kitzinger is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James since 2007. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, with an emphasis on tailored financial plans and investment recommendations developed through client interviews and risk profiling.

Michael Ferrara is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 13 years of industry experience. His career includes ten years at Wells Fargo Clearing and prior roles within Wells Fargo Advisors and Wells Fargo Bank NA. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, with a notable focus on municipal and public finance clients.

Chloe Hill is a financial advisor at Raymond James Financial with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Raymond James Financial Services Advisors, Inc. since 2019, as well as Howland and Associates, LLC. Outside of her advisory role, she is an officer and secretary of Antipodean Group Inc., a business she co-manages with her fiancé. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers specialized programs for small businesses and integrates municipal and public finance capabilities through its extensive affiliate network.

Timothy Vansolkema is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Tonita Arthur is a financial advisor with Osaic Wealth, Inc. based in St. Petersburg, FL. She holds Series 63 and Series 66 licenses and has 28 years of industry experience. Her work history includes positions at Royal Alliance and multiple BBVA entities since 2015. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk assessments, and managed-account solutions to construct portfolios across various investment types, including stocks, bonds, mutual funds, ETFs, and alternatives.

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, holding Series 63 and Series 65 credentials and 22 years of industry experience. His career includes multiple roles at Raymond James and a period at Independent Financial Partners. 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 serves a wide client base, including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Nathanael Gregor is a Series 66 licensed financial advisor with nine years of industry experience. He is currently affiliated with Raymond James Financial Services and Raymond James & Associates, where he has worked since 2021. His prior roles include positions at Calton & Associates, Inc. and Midwestern Securities Trading Company, LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and maintains an affiliation with Raymond James’ Public Financing department to serve municipal and public finance clients.

Amy Micik is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management, specializing in Behavioral Finance. She focuses on creating personalized financial strategies that align with clients' values and goals, emphasizing clear communication and client education. Amy serves a diverse clientele including business owners, corporate executives, professional athletes, those with inherited wealth, widows, divorcees, and families. Amy holds the Chartered Retirement Planning Counselor (CRPC) designation, is an Accredited Wealth Management Advisor (AWMA), and a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She earned her Bachelor's Degree from Illinois State University. Drawing from a background in education, psychology, and technology, she aims to develop financial plans that clients can easily understand and adhere to. Outside of her professional work, Amy enjoys adventure sports, antiquing, boating, dancing, gardening, hiking, interior decorating, reading, writing, and yoga. She participates in community organizations including Habitat for Humanity, Stop Soldier Suicide, and The Boys & Girls Club.

Talon Van Wert is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 66 registrations and 18 years of industry experience. His prior work includes roles at Fisher Investments, Bank of America, Merrill, and T. Rowe Price. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances.

Adam Pace is a financial advisor with Wells Fargo Advisors in Largo, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of finance, he performs occasionally as a part-time musician. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with clients choosing how to implement these through brokerage or advisory programs.

William Marsh is a financial advisor at Edelman Financial Engines with a Series 65 designation and four years of industry experience. He previously worked at Fisher Investments for seven years and Ameriprise Financial for three years. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and long-term investment orientation.

Kyle Dalson is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Janney Montgomery Scott. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal governments. The firm provides tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships.

Brennan Hervey is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has been with Edward Jones in St. Petersburg, FL since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated capabilities under a fiduciary standard.

Pamela Mc Leod is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 22 years of industry experience. She has been associated with Raymond James firms since 2007. Outside of her advisory work, she donates plasma through BioLife Plasma Services. 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 and investment consulting to a broad range of clients, including individuals, institutions, and public entities, and offers consulting through non-discretionary planning and firm-sponsored wrap programs.

Omar De La Rosa is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Raymond James since 2011 and previously worked at Rjih from 2014 to 2017. Based in St. Petersburg, FL, he focuses on financial planning and investment consulting. Raymond James & Associates offers 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 also provides institutional consulting and sponsors wrap fee advisory programs.

Drew Catanese is a financial advisor with Cetera holding a Series 66 license and 12 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Waddell & Reed. He is the author of "A Pathway to Financial Independence for Young Adults." Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through various program platforms and investment strategies.

Matthew Vancleve is a financial advisor at Raymond James & Associates in St. Petersburg, FL, with 11 years of industry experience. He holds the CFP® designation and securities licenses including Series 65 and Series 63. His prior experience includes roles at MassMutual Life Insurance, Guardian Life, and Chartwell Financial/Ashford Advisors. Outside of financial advising, he is the owner of a legal practice and serves as a notary public. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by extensive research and municipal finance expertise.