Jonathan Boslooper is a financial advisor with OSAIC Wealth, Inc. in Tampa, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including long tenures at Signator Investors, Inc. and Royal Alliance Associates, Inc. Boslooper also has involvement with Signature Financial Solutions, where he has roles related to insurance brokerage and securities sales and marketing. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm employs a model-based investment process with various discretionary and third-party managed strategies and is notable for its scale, affiliate network, and recent consolidation activities.

Richard Foster is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Citigroup and ownership of E2E Blockchains LLC, where he provided advisory services and speaking engagements. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles, supported by extensive research and a nationwide advisor network.

Philip Collier Jr. is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 16 years of industry experience. He previously worked at T. Rowe Price from 2017 to 2019 and has been with Raymond James since 2010. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research.

Alec Brown is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Cetera and its affiliate firms since 2023 and has prior experience in logistics and lending sectors. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Anders Bergmann is a financial advisor at Raymond James & Associates with nine years of industry experience and holds the Series 66 designation. He has worked at Raymond James Financial Services since 2018 and previously at INVEST Financial Corp. from 2015 to 2018. Bergmann is also involved with the Cathedral Church of St. Peter and Epiphany of Our Lord Roman Catholic Church. 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Theresa Bursey is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, where she spent a total of 10 years. 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 plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

William Longest is a CFP® and ChFC® affiliated with Raymond James & Associates, with nine years of industry experience. He has worked at Raymond James Financial and related entities since 2019 and previously held roles at Bank of America and Merrill Lynch. Longest also maintains a self-employed practice since 2013. 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 and investment consulting with a range of portfolio management styles and affiliated research.

Michael Murray is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2018. His prior experience includes nine years at SII Investments, Inc. and two years at Next Financial Group, Inc. Murray is also a licensed insurance agent offering fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, incorporating model portfolios, third-party subadvisors, and custom strategies.

John Macpherson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and over 23 years of industry experience. He has been with Raymond James since 2006 and also assists with a family-owned flower and gift business, Sharen's Flowers & Gifts. Raymond James & Associates is a large SEC-registered investment adviser and broker-dealer 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 specialized municipal advisory services.

Naomi Abrams is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 20 years of industry experience. She previously worked at RBC Capital Markets Corporation for 13 years before joining Raymond James in 2017. Outside her advisory role, she serves as a successor trustee and occasionally assists with administrative tasks for a family-owned business. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a range of portfolio management styles, supported by firm research and affiliated sub-advisers.

Michelle Carothers is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and having 36 years of industry experience. She has been with Raymond James & Associates since 1988. 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, institutional and pension plans, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Noah Chaberek is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and previously worked in marketing and advertising for Builders Price Installations, a general contracting firm. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models and third-party asset managers to deliver personalized investment solutions.

Hunter Burnette is a CFP® professional with 3 years of industry experience, currently serving at Raymond James & Associates. Prior to joining Raymond James, he worked at Jaffe Tilchin Investment Partners and held roles at the University of South Florida and Gaylord Palms Resort and Convention Center. 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 municipal entities, offering financial planning and investment consulting with a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Robert Eckardt is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 27 years of industry experience. He has been with Raymond James & Associates since 1995. 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, institutional investors, and charitable organizations, offering financial planning and investment consulting services through various advisory programs and an affiliated municipal advisory practice.

Linda Bauer is a financial advisor with LPL Financial in Seminole, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with LPL Financial since 2010. Outside of her advisory role, she works as a support coach for Emergency Support Providers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and technological tools.

Colin Castro is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding a Series 66 designation and three years of industry experience. His professional background includes roles at MML Investors Services, MassMutual Life Insurance, and involvement with the IRONMAN Foundation, YMCA of Greater Louisville, University of Louisville, and Webber International University. He also maintains a side business as an insurance broker focusing on life, disability, long-term care insurance, fixed annuities, and health insurance. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services using firm-approved software and offers programs including educational seminars, wrap accounts, and money-manager solutions.

Gregory Slaton is a Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2018. His professional focus includes education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Greg holds a Bachelor of Science degree in Exercise Physiology from The University of Tampa and has earned the Chartered Retirement Planning Counselor™ (CRPC®) designation as well as the Personal Investment Advisor (PIA) designation. He is engaged with the National Alopecia Areata Foundation as part of his community involvement. Outside of his professional work, Greg resides in St. Petersburg, Florida with his fiancée. His personal interests include gymnastics, music, running marathons, and watching movies.

Tyvan Sunday Jr. is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America and the University of South Florida. Outside of his advisory work, he has experience in catering through his involvement with Catering by the Family. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Stuart Green is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in Tarpon Springs, Florida. He has been with Wells Fargo Bank since 2010 and joined Wells Fargo Clearing in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Alan Graves is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Cetera Investment Advisers, Sunrise Wealth Advisors, and Ameriprise Financial Services. Outside of his advisory work, he serves as a Senior Registered Associate for Thakar Financial LLC. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual and institutional clients, using tailored, non-discretionary strategies supported by analytical tools like risk profiling and probability modeling. The firm also provides municipal advisory services and has developed specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.