Dragana Zoric is a financial advisor at Merrill with a Series 66 designation and over 19 years of industry experience. She previously worked at Franklin Templeton Investments for nearly two decades and has held a position with Hilton Hotels since 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutions, supported by internal and third-party portfolio management teams.

Hannah Metcalf is a financial advisor at Raymond James & Associates with six years of industry experience. She holds a Series 66 designation and has worked previously at AllianceBernstein Investments and Merrill. 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 and pension plans, and charitable organizations, offering tailored financial planning and consulting services primarily through non-discretionary relationships.

Thomas Powers is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 40 years of industry experience. His prior roles include positions at City National Bank and RBC Capital Markets LLC. Powers serves on the Finance and Investment Committee of Ronald McDonald House Charities of Tampa Bay. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering tailored, non-discretionary financial planning and consulting supported by a broad range of portfolio management styles and affiliated research.

Camille Hernandez is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 26 years of industry experience. She has been with Raymond James & Associates since 1999. 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, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Muhamed Resic is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at T. Rowe Price. 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, retirement plans, and municipal entities, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Amanda Infante is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Insigneo. Her background also includes several years in education at the University of Florida and local schools. 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, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Jose Marrero Jr. is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding CFP® and ChFC® designations and possessing 12 years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab, and USAA Financial Advisors. 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 ranging from individuals to institutional and municipal entities, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management strategies.

Jared Lohden is a Series 66 licensed financial advisor with 14 years of experience, currently with J.P. Morgan Securities. He has been with J.P. Morgan Securities since 2012 and also has prior experience at JPMorgan Chase Bank, N.A. outside of his advisory role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

Todd Giere is a financial advisor at LPL Financial with 30 years of industry experience. He held a prior position at Next Financial Group Inc for 25 years before joining LPL Financial in 2025. He serves as a board member and development chair for Robins Nest Children's Home, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions leveraging a large network of advisors and a variety of model portfolios and third-party subadvisors.

Andrew Skinner is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and five years of industry experience. His background includes roles at The Vanguard Group and experience in the golf industry. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and consulting with a variety of portfolio management strategies.

Rolondo Bonner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His background includes roles at King of Freight, Affordable Solar Roofing and Air, and Pfs Investments Inc. He receives additional compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-driven strategies managed by third-party asset managers and supports trade execution and custody through established partners such as BNY Mellon Advisors and Pershing.

Peter Currie is a financial advisor at LPL Financial with 20 years of industry experience. He has held positions at firms including T Rowe Price, SagePoint Financial, Transamerica Financial Advisors, World Financial Group, and Charles Schwab. He holds the Series 63, Series 65, and Series 66 licenses. 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 a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Matacchiero is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 36 years of industry experience. He has worked with Cetera Advisors LLC since 2016 and Cetera Investment Advisers LLC since 2024, and he has been involved with Professional Insurance Systems of Florida since 1994. Outside of advising, Matacchiero serves as president of the board of directors for a condominium association and operates a fixed insurance business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and access to various program platforms, operating a multi-manager platform with discretionary and non-discretionary account management.

Jozsi Popper is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 28 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 municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Linda Read is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at LPL Financial since 2010. Her prior roles include positions at MSI Financial Services, Inc. and Equitable Advisors, as well as a three-year tenure at Juice Plus. She serves as a board member for HCA Florida Trinity Hospital. 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 broad range of financial planning and portfolio management solutions supported by advisor-facing technology and oversees over $819 billion in discretionary assets.

Dominique Ingold is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James since 2004. 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, pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jacquelyn Metcalfe is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and eight years of industry experience. She previously worked at Longevity Holdings and Eagle Fund Distributor. In addition to her advisory role, Metcalfe owns Nighty Noodles, LLC, where she provides sleep consultations and creates sleep plans for families with children facing sleep challenges. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plans with a range of financial planning and consulting services supported by extensive research and portfolio management resources.

Anna Van Santvoord is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and previously worked at SunTrust Bank and in various roles including at Families & Children Together (F.A.C.T.). Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary advisory relationships supported by a range of portfolio management styles and firm research.

Scott Bambach is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2014. 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 wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles and affiliated research resources.

Victor Arruda Rosenshteyn is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch and Darwin Wealth Management, along with experience at JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.