Elizabeth Adam is a financial advisor at UBS Financial Services with 29 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she provides part-time administrative assistance to a family law attorney. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Brittany Prokash is a financial advisor at Robert W. Baird & Co. with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Agenda Consulting. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Gene Steinberg is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Morgan Stanley, T. Rowe Price, and All of Us Securities, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and advisory services supported by firm research and a broad affiliate network.

John Petika is a Series 66-registered financial advisor with UBS Financial Services in Clearwater, FL, where he has worked for 16 years. He has spent his entire industry career at UBS, focusing on financial advisory services. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven investment solutions tailored to clients’ goals and risk tolerances.

Dustin Henderson is a CFA® charterholder with eight years of experience in the financial services industry. He has worked at Raymond James Financial Services Advisors Inc. since 2018 and previously spent 11 years at Eagle Asset Management, Inc. He serves on the Finance Council advisory board for Holy Family Catholic Church. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as pension plans, charitable organizations, and government entities. The firm offers tailored, mostly non-discretionary advisory services and maintains specialized programs for small businesses alongside institutional fiduciary solutions.

Nicholas Oppenheimer is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has worked previously at firms including Morgan Stanley, UBS Inc, and J.W. Cole Advisors. He is also affiliated with the Racquet Club of St. Petersburg. Raymond James & Associates serves a broad client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis. The firm is notable for its involvement in municipal and public finance and for its integrated network of affiliates supporting custody, product sourcing, and public finance services.

Christopher Herman is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation and two years of industry experience. His prior roles include three years at Dynasty Financial Partners and four years at the University of Florida. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Lawrence Passaretti is a financial advisor at OSAIC with 42 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at American Portfolios Financial Services, Inc. and Cigna Securities Inc, as well as Connecticut General Life Insurance Company. Outside of his advisory work, he is involved in business management and consulting through ownership and leadership positions in several entities. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services, employing a range of investment tools and third-party solutions to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Scott Pilcher is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James & Associates since 2013. Pilcher serves as Treasurer and board member of the nonprofit Friends of Raymond James, where he assists with financial recordkeeping and fund management. Raymond James & Associates provides financial planning and investment consulting 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 through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Melissa Robinson is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at J.W. Cole Advisors and LPL Financial and provides investment advisory services through Flaharty Asset Management, an independent registered investment advisor. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth investors, pension plans, and government entities. The firm provides tailored, typically non-discretionary solutions with a notable focus on municipal and public finance, supported by a broad affiliate network.

Nehal Sanghavi is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates 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, supporting both discretionary and non-discretionary advisory relationships.

Jacqueline Erhart is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Investments, Raymond James Financial Services Advisors, Inc., and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Jarrod Lacombe is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has additional experience with JPMorgan Chase Bank, N.A. from 2010 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

James Kopco is a financial advisor with Wells Fargo Advisors in Clearwater, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo in various capacities since 2013. Kopco is a part owner of Tidewater Private Wealth Advisors, a wealth management firm based in Clearwater. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds.

Michael Travis is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he is involved in managing a rental property business. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base with wealth advisory planning, investment consulting, and institutional services. The firm is notable for its municipal and public finance capabilities and offers non-discretionary planning and investment consulting through a broad network of affiliated entities.

James Bronson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and six years of industry experience. Prior to his current role, he worked at TransAmerica Retirement Solutions and Transamerica Investors Securities Corporation. Outside of finance, he consults on complex projects for Tampa Window Shades, a window treatment business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Elizabeth Hazen is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. She brings two decades of experience in the financial services industry, beginning her career in 2005 as a personal banker with Bank of America in Augusta, Georgia. She later served as a financial center manager in Tampa Bay before transitioning to Merrill Lynch Wealth Management in 2014. Elizabeth joined her current team in 2016, where she focuses on delivering personalized wealth management strategies that align with her clients’ distinct financial goals and values. Her expertise includes comprehensive wealth management for individuals and families, with particular emphasis on college education planning, family wealth strategies, LGBT wealth planning, managing new wealth, retirement planning, and socially responsible investing. Elizabeth engages with clients through a planning-based approach that evolves over time, integrating a deep understanding of their priorities and circumstances. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Chartered Retirement Planning Counselor™ (CRPC™) certification, and the Personal Investment Advisor (PIA) credential. Elizabeth earned her Bachelor's degree in Sociology and Criminology from the University of Georgia. She lives by the beach with her husband and their family. Committed to community involvement, she volunteers with organizations such as LEAD for Women at Bank of America in Tampa, serves as a lecturer at her church, and contributes to her local food bank. In her personal time, Elizabeth enjoys running and participates in charity races with her running club throughout the year.

Barrington Minnis is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 17 years of industry experience. His prior work includes 11 years at Morgan Stanley and ETrade Securities. He is currently based in Clearwater, FL. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Christine Cavell is a financial advisor with Raymond James & Associates in Clearwater, FL, holding a Series 63 designation and 31 years of industry experience. She has been with Raymond James & Associates since 2005. 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 wrap fee advisory programs and institutional consulting, with notable public finance and municipal services.

Kareli Lopez Montoya is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Morgan Stanley Smith Barney LLC. Her background also includes periods dedicated to homemaking. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations.