William Salansky is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to that, he was with Scottrade Investment Management and related entities from 2015 to 2018. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through Wealth Advisors on a non-discretionary basis and combines large institutional advisory operations with broker-dealer and investment adviser registrations.

Hunter Timmons is a financial advisor at Raymond James & Associates with the Series 66 designation and less than one year of industry experience. His prior work includes roles at Liberty University, S.C. Thomas & Associates, and various positions in education and retail. 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 and consulting services with a range of portfolio management styles and affiliated research.

Felicia Salfran is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds the Series 66 designation and has worked at notable firms including Merrill Lynch and Bank of America. Her career also includes five years at the University of South Florida. 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, offering financial planning, investment consulting, and institutional fiduciary services.

Becir Cesko is a financial advisor at Edward Jones in St. Petersburg, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2021, he held positions at Raymond James/Revolution Technologies and Mcadam Financial and was a full-time student from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard for its advisory services.

Jesse Black is a financial advisor at Edward Jones in Seminole, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was self-employed with Form Fit Design for 25 years and worked with Creative Pinellas and American Stage Theatre Company. 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 and investment solutions, supported by a nationwide network of financial advisors and branch offices.

John Farren is a financial advisor with Wells Fargo Advisors in St. Pete Beach, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes multiple roles within Wells Fargo entities dating back to 2009. Outside of his advisory work, he co-owns a watersports rental business in St. Pete Beach. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu, including specialized services like business-owner transition and special-needs planning, and integrates advisory services with other financial products and referral channels.

Eric Fenger is a financial advisor with Charles Schwab in St. Petersburg, FL, holding Series 63, Series 65, and Series 66 licenses and bringing 24 years of industry experience. He has previously worked at Fisher Investments, Swan Global Investments, Northern Lights Distributors, and Franklin Templeton Distributors. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wrap fee advisory programs, managed accounts, and financial planning services through a combination of non-discretionary and discretionary investment options. The firm’s integrated structure supports a wide range of investment solutions and centralized operational services.

Jeremy Dunford is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 66 licenses and 26 years of industry experience. He has been with Raymond James & Associates since 2001. 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, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Luis Garcia is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. He has been with the firm since 2021, following his time as a full-time college student. 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 broad client base, including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christopher Roman is a CFP® with 22 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He acts as a successor trustee and holds power of attorney responsibilities for a family member. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Paul Willson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 designations and accumulating 32 years of industry experience. He has been with Raymond James & Associates since 2015. 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, offering financial planning, investment consulting, and municipal advisory services.

Robert Askew Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at various Morgan Stanley entities since 2009 and has involvement in a real estate business, REANIMAR. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets with a structured, firm-approved planning process.

Sydney Colson is a Financial Advisor at Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER (CFP). In her role, she collaborates with clients to develop strategies that address short-, mid-, and long-term financial goals, providing guidance on a range of topics including general investing, retirement planning, and unexpected financial needs. She also facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Sydney specializes in college education planning, family wealth management strategies, small business strategies, and support for women and wealth. Originating from the Chicago area, she holds a Bachelor's Degree from Creighton University and carries the designation of Personal Investment Advisor (PIA). She emphasizes a financial planning approach that is both understandable and empowering, aiming to help clients build wealth while enjoying their lives. Outside of her professional responsibilities, Sydney engages in activities such as adventure sports, golfing, running, volleyball, traveling, and spending time with her family.

Joseph Zangerle is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds Series 65 and Series 66 credentials. Prior to joining Edelman Financial Engines, he worked at RJX Partners, Jackson National Life Distributors, LLC, and Allstate. Outside of his advisory role, he is the owner of a short-term rental hospitality business in Nashville, TN. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools to provide diversified model portfolios with an emphasis on long-term orientation and fiduciary standards under ERISA.

Riley Robinson is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and previously worked at Sunray Marine and the University of Central Florida. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Steven Segrist is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial and Lucor. 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, charitable organizations, and governmental entities—and offers a range of financial planning, investment consulting, and institutional fiduciary services.

Paul Jessie is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and has previously worked with Cambridge Investment Research Advisors. Outside of finance, he has experience in the fitness and food service industries. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Edythe De Marco is a Wealth Management Advisor with Merrill Lynch Wealth Management. She co-founded The De Marco-McCarthy Group, which serves high and ultra-high net worth families with a focus on multi-generational, goals-based planning and wealth preservation strategies. Edythe works closely with business owners preparing for transitions, women investors, and families navigating retirement, legacy planning, or major life changes. Her approach emphasizes providing a boutique-level, high-touch experience that connects all aspects of clients' financial lives to prioritize and pursue their most important goals. With over 40 years of experience, Edythe holds a bachelor’s degree from Santa Clara University and has completed an accredited certificate program at Harvard University. She is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). She has been nationally recognized by Barron’s and Forbes for her work, including multiple listings on their top advisor lists. Edythe is a member of professional organizations such as the Southcoast Estate Planning Council and the Tierra Verde Women's Club. Outside of her professional commitments, Edythe is actively involved in community organizations including Foster Forward, Habitat for Humanity Tampa Bay Gulfside, St. Anthony's Hospital Foundation Women in Philanthropy, St. Mary's Episcopal Church, and the Sunset Pointe Condominium Association Master Board. She is an adoptive mother and resides in St. Petersburg, Florida, and Tiverton, Rhode Island. Her personal interests include biking, boating, cooking, music, reading, traveling, yoga, and spending time with family.

Marshall Ames is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2009 and City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Chris Savorelli is a financial advisor with OSAIC holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Advisor Group, MetLife, Van Eck Associates Corporation, Van Eck Securities Corporation, Saint Leo University, and Raymond James & Associates. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employs various asset-allocation tools, and provides access to third-party money managers and managed-account solutions.