Jared Emerick is a financial advisor at UBS Financial Services in Petersburg, FL, holding a Series 66 designation with six years of industry experience. He has worked at UBS since 2019 and previously held roles at No Rules Offshore Adventures Inc. and Al Seer Marine Supplies. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of investment products. The firm combines institutional trading capabilities with wealth management services through its broad platform.

Christopher Butler is a CFA® charterholder affiliated with Raymond James & Associates in St. Petersburg, FL, with 23 years of industry experience. He has been with Raymond James & Associates since 2002. Butler serves on the board of Big Brothers Big Sisters of Tampa Bay and is the incoming Board Chair starting in 2026. 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 investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

David Tomberlin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at T. Rowe Price Investment Services, Inc. for eight years before joining Raymond James in 2018. Outside of his advisory role, he serves on the JDRF Tampa Bay Chapter Walk Committee and as the Gala Logistics Chair. Raymond James & Associates is a large institution overseeing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Pamela Thomas is a financial advisor at UBS Financial Services with 29 years of industry experience. She has been with UBS since 2007 and holds Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

William Salansky is a Series 66 licensed advisor with J.P. Morgan Securities in Tampa, FL, having 12 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to that, he worked at Scottrade and Ameriprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Hunter Timmons is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has worked in various roles prior to his current position, including positions at Liberty University and S.C. Thomas & Associates, CPA. Raymond James & Associates is a large dual-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 municipalities, offering financial planning and non-discretionary investment consulting supported by a wide 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 three years of industry experience. His prior experience includes roles at Raymond James / Revolution Technologies and Mcadam Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of advisors and branch offices.

Roman Black is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he was self-employed in design for 25 years and has worked in various roles including at Creative Pinellas and American Stage Theatre Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, investment strategies, and affiliated financial services. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Eric Fenger is a financial advisor at Charles Schwab with 24 years of industry experience. He has held roles at firms including Fisher Investments, Swan Global Investments, Northern Lights Distributors, Franklin Templeton Distributors, and T. Rowe Price Advisory Services. Eric holds the Series 63, Series 65, and Series 66 licenses. 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 offers both non-discretionary and discretionary investment management with multi-asset model portfolios and provides integrated brokerage, custody, and advisory 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 23 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior work includes roles at Banc of America Investment Services, Inc. and UBS Financial Services. Outside of his advisory work, he acts as successor trustee and holds power of attorney for a family member. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and employs research and analytics to guide investment decisions.

Paul Willson is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Wells Fargo Clearing. He is based in St. Petersburg, Florida. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, non-discretionary investment consulting, and institutional 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.

Kjirsten Zellmer is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera-affiliated firms and Securian Financial Services. Zellmer serves as President of Securian Trust Company, an affiliated trust company, and is a director on the board of a nonprofit supporting youth musical education. 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 charitable organizations, offering tailored financial planning and advisory services supported by extensive research and a broad affiliate network.

Joseph Zangerle is a financial advisor at Edelman Financial Engines in St. Petersburg, FL, holding Series 65 and Series 66 licenses with one year of industry experience. His previous roles include positions at RJX Partners, Jackson National Life Distributors, Allstate, Farmers Insurance, and State Farm. Outside of the financial industry, he owns and manages a short-term rental hospitality business in Nashville, TN. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

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.

Edythe De Marco is a Wealth Management Advisor co-founder of The De Marco-McCarthy Group at Merrill Lynch Wealth Management, serving high and ultra-high net worth families. Based in offices in St. Petersburg, Florida, and Providence, Rhode Island, she focuses on goals-based planning, wealth preservation, and multi-generational strategies for business owners, retirees, and women investors. Her approach emphasizes a boutique-level, high-touch experience throughout clients' financial lives. With over 40 years of experience, Edythe holds a bachelor's degree in finance from Santa Clara University and a Certified Financial Planner (CFP) designation. She also earned a certificate in "Expanding Cognitive Capacity" from Harvard University. Her expertise includes college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, and tax minimization. Edythe is actively involved in her community, serving on the boards and investment committees of organizations such as Foster Forward and St. Mary's Episcopal Church, and participates with the University of Rhode Island Foundation & Endowment. She is a member of professional organizations including the Southcoast Estate Planning Council and the Tierra Verde Women's Club. Edythe is the adoptive mother of her son, Jason, and resides in Florida and Rhode Island.