Shelby Reeves is a Series 66 credentialed financial advisor with nine years of industry experience. He currently works at Fisher Investments and has held prior roles at firms including PGIM Investments, Prudential Investment Management Services, and Franklin Distributors. Fisher Investments provides discretionary portfolio management for a diverse client base including institutional and private investors, utilizing a centralized investment approach that combines quantitative and qualitative research to construct globally diversified portfolios.

Bahi Beshara is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James & Associates since 2016, following a one-year tenure at Achieva Credit Union. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, employing various portfolio management styles supported by firm research and affiliated sub-advisers.

Kimberly Loux is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Her career includes positions at UBS Financial Services and two separate tenures at Raymond James & Associates, as well as SigFig. Outside of her advisory role, she works part-time as a yoga teacher. 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 wide range of clients, including individuals, institutional accounts, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

Conrado Asencio Asencio is a financial advisor with RBC Capital Markets holding a Series 66 designation and one year of industry experience. His prior work includes roles at BayFirst National Bank, Amscot Financial, and Liga Municipal Dominicana. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Michael Gardiner is a financial advisor with Morgan Stanley and holds a Series 66 designation. He has 18 years of industry experience, having worked at various Morgan Stanley entities since 2009. His professional background includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

William Mackeeman V is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2011. 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Tina Betz is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and 26 years of industry experience. She has been with Raymond James & Associates since 2006. 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 and consulting through various programs and a broad range of portfolio management styles.

Cameron Ahari is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation with five years of industry experience. Prior to his advisory role, he spent nine years at Nike, Inc. He serves as a committee member at Stovall House, a private club, where he founded a society called Racquet Club. 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, non-discretionary investment consulting, and municipal advisory services.

Rebecca Chicco is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 license and 11 years of industry experience. She has worked at various Raymond James entities since 2018 and maintains an active interest in acupuncture, practicing for friends and family and conducting community workshops. 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—and offers customized financial planning, investment consulting, and specialized municipal advisory services.

Gilbert Schisler is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked with various Raymond James affiliates since 2019 and previously held roles at USAA Financial Advisors and USAA Investment Management Company. Outside of his advisory work, he is involved part-time in selling products on eBay. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and unique services such as municipal advisory work and a SIMPLE IRA Employer Advisory program.

Robert Blenis is a financial advisor with Raymond James Financial, holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James Financial Services since 2003. Outside of his advisory role, he serves as Elder Board Chairman at Northside Baptist Church in Saint Petersburg, FL, where he leads board meetings and oversees pastoral care and board recruitment. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and utilizes analytical tools to support client decision-making, with specialized services in municipal finance and SIMPLE IRA employer consulting.

Mark Remund is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 28 years of industry experience. His career includes ten years at Scottrade, Inc. before joining Raymond James in 2019, where he has been with the firm for over seven years. 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 individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs and leveraging a broad array of portfolio management styles and affiliated research.

Julianne Whalen is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch Wealth Management for over 20 years and works as part of a team focused on assisting affluent families in Boca Raton, Florida. The team helps clients determine their financial objectives and implement strategies to meet their financial goals. Julianne holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She supports a disciplined and customized approach to wealth management alongside her professional colleagues. Additional personal and educational details about Julianne Whalen have not been provided.

Lawrence Hamrick Remboski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Lawrence is based in Redington Shores, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven, incorporates modern portfolio theory, and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Maximilian Ford is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Peltz Shoes. 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 municipalities, offering financial planning, investment consulting, and municipal advisory services.

Michael Mclaughlin is a CFP® and holds a Series 66 designation, with 14 years at Raymond James & Associates and a total of 10 years in the industry. He 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 a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Craig Decker is a financial advisor with Raymond James & Associates in Saint Petersburg, FL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at RBC Capital Markets Corporation for eight years before joining Raymond James in 2016. Outside of his advisory role, he is a 50% owner and managing member of Skeleton Horse Racing LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and public entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles and affiliated research, with notable capabilities in municipal advisory services.

Harvey Goldberg is a financial advisor at OSAIC with 40 years of industry experience. He holds the Series 63 designation and has worked at Lincoln Financial Securities Corporation and Century Financial Services. Goldberg is also an insurance agent offering various insurance products, including accident, health, disability, fixed insurance, and life insurance. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage a range of investment portfolios.

John Marino is a CFP®-designated financial advisor at RBC Capital Markets with 35 years of industry experience. His prior roles include positions at Morgan Stanley and City National Bank. Outside of his advisory work, he volunteers to provide financial education to children and serves as a finance committee member for the Saltaire Owners Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management and integrates both in-house and third-party investment solutions.

Sean Goodrich is a CFP® with 27 years of experience in the financial services industry. He is affiliated with Raymond James Financial and has been associated with various Raymond James entities since 2000. Goodrich is also the sole owner of Goodrich Wealth Planning. 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, institutions, and nonprofits. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique municipal advisory capabilities alongside specialized retirement plan consulting services.