Jill French is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, where she has worked since 2011. She has 20 years of industry experience. 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.

Christopher Hudson is a financial advisor with Edward Jones in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions under a fiduciary standard.

Antonio Witherspoon is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 23 years of industry experience. He has worked with Raymond James and its affiliates since 2006. Raymond James & Associates, Inc. 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 for a diverse client base, including individuals, pension plans, corporations, and government entities, offering non-discretionary financial planning and access to firm-sponsored wrap fee programs and institutional consulting services.

Bartley Bates is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2007. Outside of advisory work, he is involved with Wrap It Up Pilings, a privately held business. UBS Financial Services 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, leveraging proprietary research and a broad range of financial products.

Diane Eshelman is a CFP® and ChFC® with 25 years of industry experience. She worked at Raymond James & Associates for 26 years before joining LPL Financial, where she has been since 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, financial planning, retirement consulting, and brokerage services. The firm offers both discretionary and non-discretionary management and utilizes model portfolios, research, and various technology tools to support diversified investment strategies.

Toriano Faulkner is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Carillon Tower Advisers, Inc. and Northwestern Mutual Wealth Management Company. Outside of his advisory role, he is involved with the West Largo Congregation of Jehovah's Witnesses Inc. Raymond James & Associates offers 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 provides institutional consulting and sponsors wrap fee advisory programs.

Aaron Cross is a Series 66-licensed financial advisor with LPL Financial and has four years of industry experience. Prior to joining LPL Financial in 2025, he worked at Donlan Wealth Management, LLC and The Investment Center, Inc., among other firms. Outside of his advisory roles, he is involved with Donlan Wealth Management as a registered business entity associated with his LPL activities. 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, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various management options.

Matthew Heitz is a financial advisor at Fidelity with eight years of industry experience. He previously worked at Morgan Stanley and has a background that includes roles at Uber and Lowe's Home Improvement. Outside of finance, Heitz is the owner and operator of MZ Dance Company LLC, a dance studio in Clearwater, Florida. Matthew works with Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products and model portfolios.

Naomi Kaffke is a financial advisor at Merrill with a Series 66 designation and zero years of industry experience. Her background includes roles outside of finance, such as work with Cameron Mitchell Restaurants, Streetlight Taco Henderson, and Gourmet Marche. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Sean Lonergan is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2015. Based in St. Petersburg, FL, his career has been focused within the firm. 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, and government clients. The firm offers tailored financial plans and investment recommendations supported by firm research and planning tools, with a notable presence in public finance and municipal work.

Keith Azar is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He serves clients from the Merrill East Lansing, Michigan office, focusing on delivering holistic wealth management and planning. Keith’s expertise includes individual and corporate retirement plans, corporate executive services, investment consulting for defined benefit and defined contribution plans, legacy planning, portfolio management, and socially responsible investing. Keith began his career with Merrill in January 1994 and has over 30 years of experience in the financial services industry. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's degree in Financial Administration from Michigan State University. Originally from Clinton Township, Michigan, Keith now resides in Bath, Michigan with his wife, Jen, and daughter, Veronica. Outside of work, he enjoys adventure sports, boating, reading, and spending time with his family.

Ken Tsukiyama is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. He has been with various Raymond James entities since 2007. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, using detailed client assessments and firm research to tailor recommendations and support implementation through multiple account types and outside managers.

Halle Besler is a financial advisor at Raymond James & Associates with a Series 66 designation and no prior industry experience. Her work history includes roles at the University of Florida and various educational institutions before joining Raymond James. 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 financial advisors. The firm offers wealth advisory planning, investment consulting, and institutional services to a broad client base including individuals, pension plans, corporations, and government entities, delivering advice through a non-discretionary approach supported by extensive affiliate networks.

Katie Reuter is a financial advisor with Edward Jones in St. Petersburg, FL, holding a Series 66 license and two years of industry experience. She has operated a coaching business, One Step Media DBA Kate Reuter Coaching, since 2018, providing virtual life and mindset coaching based on a Human Design assessment approach. Prior to joining Edward Jones, she held roles in hospitality and the music industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is notable for its large nationwide advisor network and affiliated capabilities, including trust services and proprietary mutual funds.

David Scigliuto is a CFP® with 39 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2016. He operates an independent support company, David A Scigliuto Wealth Management, where he holds multiple officer roles. 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, offering tailored recommendations supported by extensive research and a broad affiliate network.

Thomas Thornton is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Raymond James & Associates since 1990. Thornton serves on the advisory board of Citywire, contributing to content organization for conferences and roundtable discussions. 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 also offers institutional consulting and sponsors wrap fee advisory programs.

Matthew Presy is a CFP®-designated financial advisor with Raymond James & Associates, based in St. Petersburg, FL. He has 12 years of industry experience and has been with Raymond James & Associates since 2010. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting through non-discretionary services, supported by a broad affiliate network and specialized capabilities in municipal and public finance.

Michael Costello is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has prior experience at Achieva Credit Union and the Pinellas County Sheriff’s Office. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable accounts, and institutional investors. The firm provides a range of portfolio management and financial planning services through a large network of independent advisors and offers multiple program options including model portfolios, third-party managers, and bespoke strategies.

Raymond Pratt III is a financial advisor at Raymond James & Associates with 22 years of industry experience. He has been with Raymond James since 2018 and previously worked at Edward Jones from 2014 to 2018. He holds a Series 65 designation and is based in St. Petersburg, Florida. Raymond James & Associates offers 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 provides tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships, and maintains specialized capabilities in public finance and municipal services.

Thomas Piazza is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes roles at J.P. Morgan Securities, Merrill, and Wells Fargo Advisors. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including high-net-worth investors, pension plans, charitable organizations, and public entities. The firm offers specialized services such as its SIMPLE IRA Employer Advisory & Consulting Services program for small businesses and maintains a notable linkage to municipal and public finance activity.