Matthew Tomich is a financial advisor with LPL Financial and holds the Series 63 and Series 65 licenses. He has 30 years of industry experience, previously working at Ameriprise Financial Services and Raymond James & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and access to third-party asset managers, combining advisory platforms with a broad scope of non-advisory financial activities.

Mark Wolf is a financial advisor with LPL Financial in St. Petersburg, FL, holding a Series 63 designation and bringing 30 years of industry experience. His prior roles include positions at Raymond James Financial, Ash Brokerage, and concurrently operating Bluewater Financial Consultants since 2005. Wolf also has a background as a CPA specializing in taxes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning and model portfolios, and supports its advisors with advanced operational tools and a broad platform of non-advisory financial products.

Jacob Rios is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various JPMorgan entities since 2017, with prior experience at Global Spectrum LP and Florida Agricultural & Mechanical University. Based in Tampa, FL, he is part of a large institutional advisory team. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Rebekah Powers is a Series 66-credentialed financial advisor with over 21 years of industry experience. She has worked at Raymond James & Associates since 2019 and previously held roles at Calton & Associates, Inc., Cetera Advisor Networks LLC, and Summit Brokerage Services. Powers is based in St. Petersburg, FL. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alyssa Cedela is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds the Series 66 designation and has previously worked at Marriott International, Powerhouse Gym, and Monster Energy. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management team, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage, supported by internal research and manager oversight.

Lianne Weber is a financial advisor at Raymond James & Associates with six years of industry experience. She holds a Series 66 designation and has worked at various divisions of Raymond James since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Theresa Lewis is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2013. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

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 with OSAIC, holding Series 63 and Series 65 credentials. He has one year of industry experience and prior roles at Genter Capital Management LLC, Coastal Carolina University, and Jefferson Security Bank. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization. The firm is distinguished by its scale, complex affiliate network, private-equity ownership, and a broad range of investment and financial planning programs.

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 Series 66 licensed advisor with J.P. Morgan Securities in Tampa, FL, with approximately one year of experience at the firm and its affiliated entities. His prior work includes roles at LCG Advisors and First Housing Development Corporation, as well as entrepreneurial involvement with Pane Rustica Restaurant and Salt Pines LLC. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG frameworks while offering broader derivatives and commodities capabilities.

Michael Ferrara is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. 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, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Chloe Hill is a financial advisor with Raymond James Financial Services Advisors, Inc. holding Series 66 and Series 63 credentials and five years of industry experience. She has worked at Raymond James since 2019, with prior experience at Howland and Associates, LLC and Branch Banking and Trust. Outside of her advisory role, she is an officer and secretary of Antipodean Group Inc., a business she co-owns. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools, supports institutional consulting, and maintains specialized municipal and SIMPLE IRA advisory programs.

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 credentials and has worked at firms including Royal Alliance, BBVA Wealth Solutions, Morgan Stanley, and Merrill. She is based in St. Petersburg, FL. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that utilize model-based asset allocation and portfolio optimization, incorporating a range of managed account strategies and third-party manager programs.

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.