Christine Moise is a financial advisor with J.P. Morgan Securities, holding a Series 63 license and bringing 33 years of industry experience. She has worked at J.P. Morgan Securities since 2018 and previously spent nine years at Morgan Stanley Smith Barney. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Timothy Gross is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Bank of America and Merrill before joining Raymond James in 2020. Outside of advising, he is the owner of a real estate investment business based in St. Petersburg, FL. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, with an emphasis on municipal and institutional advisory services.

Daniel Ramsey is a CFP® professional with 15 years of industry experience, currently advising clients at LPL Financial since 2021. His prior roles include work with Waddell & Reed, various insurance carriers, and involvement with community organizations such as Sarasota Toastmasters Club. Ramsey has also served as a volunteer tax preparer for Step Up Suncoast and held a board position with Lakewood Ranch Referral Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management strategies.

Herbert Eng is a financial advisor with LPL Financial in Clearwater, FL, holding the CFP® designation and Series 63 license. He has 37 years of industry experience, including roles at LPL Financial since 2018 and Invest Financial Corporation since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and access to model portfolios and research from multiple sources.

Jacob Ackerman is a financial advisor with LPL Financial in Clearwater, FL, holding the Series 66 designation and eight years of industry experience. He previously worked at Calton & Associates, Inc. and New York Life. Outside of his advisory role, Ackerman is employed by American Dream CPA in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Roy James is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he co-hosts a sports debate podcast and is involved in several business ventures related to homebuilding and wellness. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and access to a broad range of brokerage and insurance products.

Brandon Baird is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 20 years of industry experience. His career includes positions at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James Bank and Raymond James & Associates in 2018. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

John Bryan is a financial advisor with Cetera, holding a Series 66 designation and 27 years of industry experience. He has worked at several financial services firms including Avantax and Benton Financial Group, and maintains roles in tax preparation and accounting through his own businesses. Bryan also serves as treasurer of a neighborhood homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment platforms through a large national network of independent advisors.

Shelley Ann Ragoonanan is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and seven years of industry experience. Her prior roles include positions at Ameriprise, JPMorgan Chase Bank, JPMorgan Securities, and AXA Advisors, along with nearly a decade as an independent investor. 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 wide range of clients, including high-net-worth individuals and institutional entities, offering non-discretionary planning and recommendations supported by a broad affiliate network and specialized municipal advisory capabilities.

Jonathan Richie is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation and 13 years of industry experience. Before joining Raymond James in 2018, he was involved with the International Language Academy and operated J Richie Media, LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and supports institutional clients through risk-based reviews and municipal and public finance-related activities.

Joshua Brooks is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America. 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 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary financial planning and investment recommendations supported by an extensive affiliate network.

Bryan Peterson is a financial advisor at Osaic with five years of industry experience. He holds a Series 66 designation and has held roles at Osaic and GFA Financial since 2021. He previously worked at The Library JV LLC and spent ten years at Pane Rustica. Peterson is also involved in securities sales, client service support, and insurance product sales through GFA Financial. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and a mix of investment options, supported by a large network of affiliated advisers and multiple advisory platforms.

Casey Bradford is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and LPL Financial. Outside of his advisory role, Bradford serves as a Girl Scout troop leader in West Central Florida. 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 broad client base, including individuals, institutions, and governmental entities, delivering non-discretionary recommendations supported by extensive research and affiliate resources.

Robert Ulrich is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor financial plans aligned with client goals and risk tolerances.

Stephanie Fuetterer is a financial advisor at Raymond James & Associates with three years of industry experience. She holds the Series 66 designation and previously worked at Advanta IRA Services, LLC for five years. Her background also includes roles in the restaurant industry and at the University of South Florida. 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 diverse client base including individuals, institutions, and government entities, providing wealth advisory planning, investment consulting, and institutional services on a non‑discretionary basis.

Brian Trautmann is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Merrill and various positions affiliated with the University of Florida. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and maintains capabilities in public finance and institutional consulting.

Katherine Roulston is a financial advisor at Raymond James & Associates with 25 years of industry experience. She has been with Raymond James & Associates since 2015 and holds a Series 63 designation. The firm manages approximately $501 billion in assets and offers wealth advisory and investment consulting services to a wide range of clients, including individuals, pension plans, corporations, and government entities. Raymond James provides non-discretionary planning and portfolio recommendations supported by a broad affiliate network and notable municipal finance capabilities.

Lidisis Machin is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. She has worked at Cetera and Summit Financial Group prior to joining Raymond James in 2020. 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 investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Jeffrey Park is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at T. Rowe Price for 20 years before joining Raymond James in 2020. 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, institutions, and government entities, providing wealth advisory planning and investment consulting through non-discretionary, goal-specific strategies and institutional consulting services.

Kimberly Williams is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been working in the financial services industry since 1983 and joined Merrill in 1992. She holds a Bachelor's Degree in Organizational Management from John Brown University. Kimberly has earned the CERTIFIED FINANCIAL PLANNER™ (CFP) certification from the Certified Financial Planner Board of Standards, Inc., and is a Chartered Retirement Planning Counselor™ (CRPC) designee. Additionally, she holds the Personal Investment Advisor (PIA) designation. Kimberly is a native of central Arkansas and resides there with her husband, Charles.