Nicole Wilson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 22 years of industry experience. She has been with Raymond James since 2017 and previously worked at INVEST Financial Corp. Outside of advising, she is a rental property owner. 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 offers wealth advisory planning and investment consulting to a wide client base, including individuals, institutions, and government entities, providing non-discretionary, goal-specific financial planning and portfolio recommendations.

Misty Davis is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2008. Outside of her advisory role, she owns Misty’s Miles Travel Consulting, LLC, a travel consulting business focused on finding clients travel deals. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Rhonda Morcillo is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at Morgan Stanley for five years before joining Raymond James in 2018. Outside of her advisory role, she owns Bloom and Branch Co., a business focused on creating and selling home decor and crafts. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and governmental clients. The firm offers tailored financial plans and investment recommendations through a Wealth Advisory Services Program and supports municipal clients with public-financing and investment banking capabilities.

Charles Saylor is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds a Series 66 designation and has been with Raymond James in various capacities since 2016. Outside of his advisory role, he works part-time as an independent contractor in data annotation, training AI systems to improve responses. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary and discretionary advisory services and maintains specialized capabilities in public finance and municipal work.

Douglas Anderson is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 designations and 29 years of industry experience. He has been with Raymond James in various capacities since 2018 and was previously with Scottrade, Inc. for 18 years. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with more than $500 billion in assets under management. The firm provides wealth advisory and investment consulting services to a diverse client base including individuals, pension plans, corporations, and government entities, delivering advice primarily on a non-discretionary basis.

Nicole French is a financial advisor at Charles Schwab with five years of industry experience. She holds a Series 66 designation and previously worked at TD Ameritrade, Regions Bank, First Commerce Credit Union, and Electronet Broadband Communications. French is based in St. Petersburg, FL. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 non-discretionary advisory relationships with access to discretionary separate managed accounts, using multi-asset model portfolios and a centralized operational structure.

Michael Saut is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2012. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, as well as institutional consulting and public finance services.

David Warren is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 22 years of industry experience. Prior to joining Raymond James in 2020, he worked at Royal Alliance Associates, Signator Investors, and RW Financial Partners. Outside of his advisory role, Warren is a musician who has recorded an album and affiliates as an artist with several music rights organizations, and he serves on the FINRA Continuing Education Content Committee. Raymond James & Associates, Inc. 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 diverse client base, including individuals, institutional investors, and municipal entities, offering non-discretionary planning and a range of firm-sponsored wrap fee and consulting programs.

Keith Kopperud is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 registrations and bringing 20 years of industry experience. He has been with Raymond James Financial Services since 2006, including nine years at Raymond James Financial Services Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and state and municipal entities. The firm offers tailored, primarily non-discretionary advisory services and manages programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Sherida Ferguson is a CFP® professional with 42 years of industry experience, currently serving at Raymond James & Associates. Her career includes various roles within Raymond James entities since 2017 and involvement with Mindful Money Management since 2019. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting services to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by extensive research and affiliate resources.

Matthew Gootson is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates since 2007, including a role at Raymond James Financial Services, Inc. since 2020. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and government entities, providing non-discretionary wealth advisory planning and investment consulting through various programs and affiliated resources.

Eileen Thompson is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1995. Outside of her advisory role, she serves as a Power of Attorney for an entity in Green Cove Springs, Florida. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jason Pinholster is a financial advisor with Charles Schwab in Clearwater, FL, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at various Charles Schwab entities since 2009. 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, offering a combination of non-discretionary advice and access to discretionary separately managed accounts via an integrated platform.

Rachel Nohlgren is a CFP®-certified financial advisor with Raymond James & Associates in Saint Petersburg, FL, where she has worked since 2005. She has 17 years of industry experience and holds a Series 66 license. Outside of her advisory role, she serves as a board member and finance committee member for the SPC Foundation, a nonprofit organization. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. 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.

George Keim is a CFP® certificant with 32 years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2009. He has also worked with Raymond James Financial Services, Inc. since 2006. Outside of his advisory role, he is involved with Hirschberger Financial Services, Inc., where he performs CFP financial planning activities including tax and estate planning. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional clients, providing financial planning and non-discretionary investment consulting through various programs and outside managers. The firm emphasizes a non-discretionary advisory approach, supporting clients with tailored financial plans and a broad affiliate network.

Steven Welch is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds a Series 66 designation and has worked with Thrivent Financial and Thrivent Investment Management since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering various topics such as retirement and estate planning, with the option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

David Holroyd is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2008. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and municipal finance services alongside its retail advisory offerings.

Kevin Donoghue is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliates since 2012. Outside of his advisory role, Donoghue serves on several boards including the Dunedin Fine Art Center and the Morton Plant Mease Health Care Foundation, and he is chairman of the Pinellas Health Facilities Authority. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Edward Dlabik is a financial advisor with Raymond James & Associates holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is based in St. Petersburg, FL. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base, including individuals, pension plans, corporations, and municipal entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Jessica Whitton is a financial advisor with Merrill in Palm Harbor, FL, holding a Series 66 designation and 12 years of industry experience. She has been with Merrill since 2009. Whitton is co-owner of several family rental properties. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.