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 at Raymond James & Associates with 40 years of industry experience. He has been with Raymond James since 1983. Outside of his advisory role, Julien serves on the finance committee of a private country club and participates in finance and advisory committees for local organizations, including a church and a golf course. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and consulting services through various programs and employs a range of portfolio management styles supported by affiliated research and sub-advisers.

Xhuljan Myteberi is a financial advisor with Merrill in Saint Petersburg, FL, holding a Series 66 designation and seven years of industry experience. He has worked at Merrill and Bank of America since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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 31 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

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 advising at Raymond James & Associates. He previously held roles at First Trust Advisors L.P., First Trust Portfolios L.P., Carillon Fund Distributors, Inc., and Franklin Templeton. 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 consulting with a range of portfolio management styles and affiliated research.

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.

Sydney Niewierski is a CFP® professional with 25 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James, she worked at Wells Fargo Advisors and A. G. Edwards & Sons, Inc. She is a partner at CN Wealth Management Group, which operates under the DBA Keybridge Wealth Management. Additionally, Niewierski serves on the board and investment committees of the Morton Plant Mease Healthcare Foundation. 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 clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal advisory and employer-sponsored retirement plan consulting.

Connor Brien Berks is a financial advisor with OSAIC, holding a Series 66 designation and beginning his industry career in 2024. His prior experience includes roles at MassMutual Life Insurance Co, Barnum Financial Group, and MML Investors Services, LLC. Outside the industry, he has been affiliated with Poquoy Brook Golf Club and attended Stonehill College. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, with resources for discretionary strategies, third-party manager selection, and alternative investments.

Dale Darr is a CFP® with 13 years of industry experience, currently affiliated with Raymond James & Associates. His prior roles include positions at Fifth Third Securities, Wells Fargo Clearing, BB&T Investment Services, and Morgan Stanley. He is based in St. Petersburg, FL. 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, providing tailored financial planning and advisory services with a variety of portfolio management strategies.

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, previously employed at Bank of America, N.A. from 2026. Outside the financial sector, he has experience working in education, including roles at Rasmussen University and high school teaching positions. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Kirk Bell is a CFP® with 27 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2000 and currently works at Raymond James Financial. 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 clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs in municipal and public finance as well as SIMPLE IRA advisory services.

Berta Maria Gonzalez is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Cetera and its affiliate firms since 2004. In addition to her advisory role, she is a partner in a tax and accounting practice, focusing on tax preparation, accounting, and administrative services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Andrew Gregory is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Raymond James in 2022, he operated Gregory LLC for sixteen years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Rebecca Schroeder is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 16 years of industry experience. She has been with Raymond James & Associates since 2007 and is also affiliated with Lakeside Christian School since 2026. 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, institutions, and municipal entities, offering financial planning and consulting services supported by a national network of advisers and a variety of portfolio management strategies.

Mark Vernick is a CFP®-credentialed financial advisor at LPL Financial with 33 years of industry experience. He has worked at LPL Financial since 2025 and previously operated Vernick Financial Planning for over 28 years. His career also includes three decades at Cadaret, Grant & Co., Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Jeremy Brothers is a financial advisor at Raymond James & Associates with 18 years of industry experience. He has been with Raymond James & Associates since 2011 and holds a Series 66 designation. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutional and pension plans, charitable organizations, and government entities, providing financial planning, investment consulting, and institutional fiduciary services.

Joseph Le Blanc is a CFP® with seven years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior roles include positions at Neuberger Berman, Franklin Distributors, Merrill, Fidelity Investments, Bank of America, and Mass Mutual. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research resources.

Carole Rainey is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her prior firms include Securities America Advisors, National Planning Corporation, VOYA Financial Advisors, and Locust Street Securities. In addition to advisory services, she operates a tax preparation service. OSAIC Wealth serves a diverse client base that includes retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform, featuring model-based asset allocation and portfolio optimization supported by a range of programs including unified managed accounts and third-party money manager options.