Nicholas Bahamonde is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. He previously worked at Citigroup for 11 years before joining Merrill in 2026. Merrill provides managed account services through the Select Portfolio Solutions program, serving a wide range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based, discretionary, and tax-aware investment strategies integrated with Bank of America’s broader corporate platform.

Ronald Caffrey is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he manages three rental properties inherited from his father. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Trae Urie is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding a Series 66 designation and nine years of industry experience. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Graham Edwards II is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Outside of his advisory role, he is involved in consulting and business ownership with entities focused on dental practice partnerships and dental real estate management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, incorporating tax-aware strategies and proprietary research tools.

Sharon Gwozdz is a financial advisor with Cetera in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. Her prior experience includes 12 years at Foresters Financial before joining Cetera in 2019. She has a power of attorney role for her father, Casimir Gwozdz. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, supported by over 10,000 advisors and managing more than $256 billion in assets.

Kimberleigh Szewczyk is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Outside of her advisory role, she operates a retail and online store business. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools.

Beverley Bouchard is a financial advisor with Osaic, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018, and previously spent five years at Jhfn Sii. Bouchard serves as a Notary Public and manages firm services including marketing, compliance, supervision, and training through her role at Signature Financial Solutions, LLC. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations by offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs a range of investment tools and multiple platforms to construct portfolios that may include equities, fixed income, and alternative investments, with discretionary and non-discretionary management options.

Brian Martin is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has held roles at multiple firms, including Spinnaker Resorts and Intuit, where he provides tax preparation services. He also serves as an insurance agent for fixed insurance products and acts as an external financial consultant for a luxury vacation resort. Cetera Investment Advisers LLC is an SEC-registered firm that offers a broad range of investment advisory services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides discretionary and non-discretionary portfolio management and access to multiple program platforms and third-party managers.

Tatum Taucher is a financial advisor with Charles Schwab in St. Petersburg, FL, holding a Series 66 credential and three years of industry experience. Their work history at Charles Schwab and Charles Schwab Bank spans from 2021 to the present, alongside earlier roles including work at Our Lady Star of the Sea and Urban Dogg. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts and operates a large-scale, integrated platform offering advisory, brokerage, custody, and cash-sweep services.

Sean Obrien is a financial advisor at Raymond James & Associates with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Charles Schwab and Raymond James Financial. Raymond James & Associates, Inc. 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 individuals, institutions, and government entities, delivering recommendations on a non-discretionary basis supported by extensive research and a broad affiliate network.

Liam House Myers is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates Inc. since 2018 and previously at Sii from 2014 to 2018. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms, utilizing various asset-allocation tools and third-party managers.

Sarah Shockley is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Stifel and New Generation Corp. Outside of finance, she has experience in the hospitality and beverage industries, having been involved with Fallons Bar And Grill and Heavy Riff Brewery. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client assessments and offers various implementation options, with a notable portion of its advisory business conducted on a non-discretionary basis.

Patrick Inglesby is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2012. Outside of his advisory role, Inglesby serves as CEO of BESPE Holdings Inc., a family investment oversight company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, using firm research and asset-allocation analysis to tailor recommendations while leaving final decision authority with the client.

Beth Maus is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Raymond James and its affiliated entities since 2018, with prior experience at FSC Securities Corp and Invest Financial Corporation. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through risk profiling and firm research, with a notable focus on non-discretionary advisory services.

Dragan Paravinja is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James in various capacities since 2016. Raymond James & Associates provides 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 offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Richard Stoner is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Ameriprise since 2009 and manages the day-to-day operations of his practice through his own business entity, Richard W. Stoner, LLC. He is also involved in a professional networking group, NPI/St Pete Business Builders, which facilitates business referrals among members. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a comprehensive recommendation report supported by proprietary research and third-party data, with certain enrollment criteria and an investment universe influenced by affiliated product relationships.

Tyson Bryant is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James & Associates since 2011. 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 offers both non-discretionary and discretionary advisory services and is notable for its public finance and municipal work alongside its retail advisory offerings.

Jamie Tomlin is a CFP® professional with 30 years of industry experience. He is currently with Equitable Advisors and has previously worked at Stifel Independent Advisors, LLC and Wachovia Securities Financial Network, LLC. Tomlin serves as President and Director of Crescent King Development Inc. and BT Development Group, Inc., entities related to his financial practice. Equitable Advisors serves a diverse clientele including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, brokerage, insurance services, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, working extensively through program sponsors and third-party managers.

Robert Nolan is a financial advisor at LPL Financial with 37 years of industry experience. He previously spent 14 years at Raymond James & Associates before joining LPL Financial in 2023. Nolan holds a Series 63 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, combining discretionary and non-discretionary management with research-supported model portfolios and advanced portfolio management technologies.

Curtis Speller is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2021, with prior roles at Capital Analysts, Lincoln Investment, Edward Jones, and service in the U.S. Army Reserve. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its approach.