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.

Viktoria Zitzmann is a financial advisor with Raymond James & Associates in Clearwater, FL, holding a Series 66 designation and 11 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of financial advising, she teaches yoga and meditation classes as an independent contractor at Bella Pra?a Wellness Collective. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on various portfolio management styles and in-house research.

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.

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.

Sherry Wegmuller is a financial advisor at Merrill with 27 years of industry experience. She holds the Series 63 and Series 66 designations. Wegmuller has been with Merrill since 1998 and also works with Bank of America since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party portfolio management teams.

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 previously worked at Morgan Stanley and Janney Montgomery Scott. 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, institutions, and charitable organizations, offering financial planning and investment consulting with a variety of portfolio management styles and affiliated research resources.

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 at Raymond James & Associates with 22 years of industry experience. She holds a Series 66 designation and has been with various divisions of Raymond James since 2007. Outside of her advisory role, she participates in plasma donation through BioLife Plasma Services. 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 that includes individuals, institutions, pension plans, and governmental entities, offering non-discretionary financial planning and consulting supported by a wide range of portfolio management styles and affiliated research.

Omar De La Rosa is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding the Series 66 designation with 16 years of industry experience. He has worked at Raymond James & Associates since 2011 and previously spent three years at RJIH. 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Matthew Vancleve is a CFP® professional with 11 years of experience, currently affiliated with Raymond James & Associates. His prior work includes roles at MassMutual Life Insurance, Guardian Life, and Chartwell Financial/Ashford Advisors. Outside of financial advising, he owns a legal practice, Alliance Law & Counseling, and is a licensed notary public. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles, supported by firm research and affiliated sub-advisers.

Robert Hudson is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing together the full capabilities of Merrill and Bank of America to help clients align their investments, banking, lending, and retirement planning into a coordinated strategy. With more than 30 years of experience in financial services and having been with Merrill since 2000, he works closely with individuals and families to simplify complex financial lives and bring clarity to important decisions, particularly for those approaching or navigating retirement. His expertise includes working with entrepreneurs and business owners in growing and monetizing their businesses, as well as focusing on retirees and families preparing for the next chapter by preserving wealth and generating income. A significant aspect of his practice involves working with multiple generations of families to educate and engage future stewards of wealth. Additionally, he advises corporate retirement plans, helping both plan sponsors and participants improve retirement readiness and long-term outcomes. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Robert holds a Bachelor's Degree from National Louis University. Outside of work, he enjoys camping, gardening, hiking, music, spending time with his family, watching movies, and practicing yoga. He also participates in community volunteering activities.

Steven Gilbert is a financial advisor at Raymond James & Associates in St. Petersburg, FL, with 26 years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates, Eagle Fund Distributors, Inc., and Carillon Tower Advisers, Inc. since 2006, 2006, and 2008 respectively. 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, institutional and pension plans, charitable organizations, and municipal entities, offering a range of financial planning and consulting services through a variety of portfolio management styles and affiliated research resources.

Thomas Bryant is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2015 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Christopher Hastings is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked within various divisions of J.P. Morgan since 2012, including J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Lori Paradise is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services for seven years before joining Raymond James in 2018. 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 plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports clients through its advisory programs and a large network of affiliated advisors.

Stefanie Daley is a Series 66-licensed financial advisor with Raymond James & Associates, bringing five years of industry experience. She has been with Raymond James Financial, Inc. since 2012. Outside of her advisory role, she is a certified Jazzercise instructor offering online rhythmic aerobics and strength training classes. 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 municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

James Watts is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2015. Watts is based in St. Petersburg, FL. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.