Matthew Weber is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Calton & Associates, C&D General Services, Stephens Inc., and William R. Hough & Co. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser with roughly $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning and investment consulting through various programs and supported by comprehensive research and a range of portfolio management styles.

Tammy Pleicones is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacob Bubenik is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2005. Outside of his advisory role, he manages a condo rental property in Steamboat Springs, CO. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, providing access to various investment products and ERISA fiduciary services.

Anna Manning is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Transamerica Financial Advisors, and SumRidge Partners LLC. Outside of her advisory role, Manning also works as a real estate sales agent with Keller Williams Tampa Properties. 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 nonprofit entities, offering tailored financial planning and consulting with a range of portfolio management styles and institutional services.

Ryan Hoge is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior roles include positions at Franklin Templeton Distributors Inc. and Carillon Fund Distributors, Inc. 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 tailored financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Benjamin Runnells is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Raymond James and its affiliated entities since 2018 and previously spent five years at USAA Financial Advisors, Inc. Raymond James & Associates, Inc. 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, institutional and pension plans, and charitable organizations, offering financial planning and advisory services that emphasize tailored, non-discretionary strategies supported by proprietary research and a broad affiliate ecosystem.

Eliah Ewing is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ewing serves on the board of directors for Coreystrong, Inc., a nonprofit organization. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized income recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Andrea Osbourn is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2006. Outside of her advisory role, she is listed as a partner in a small business owned by her husband, although she does not have active responsibilities in that business. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering tailored financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Janet Zaloga is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has dedicated her entire 39-year career. She specializes in retirement, education, and estate planning services and focuses on educating clients to help them achieve their financial goals through personalized strategies. Janet holds a Bachelor's degree in economics from the University of Michigan and has earned the professional designations of Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her expertise encompasses areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Committed to community involvement, Janet follows the Merrill tradition of participating in local organizations, volunteering with groups including the Humane Society of Tampa Bay, Historic Tampa Theater, Raptor Center of Tampa Bay, and Maxx & Me Pet Rescue. She resides in Tampa, Florida, and has been married since 1984, with her team serving clients in Clearwater, Florida, and Farmington Hills, Michigan.

Sean Mainwaring is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. His prior work includes five years at Edward Jones and experience at several insurance agencies. He serves on the advisory board of the Junior League of Tampa Bay and is a fundraising committee member for Habitat for Humanity Tampa Bay. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program options.

Tanya Serrano is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Investments, Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, and 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, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Race Walker is a Series 66-licensed financial advisor with 13 years of industry experience. He currently works at LPL Financial and previously held positions at Vernick Financial Planning, Cadaret, Grant & Co., Inc., BB&T Investment Services, Inc., and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services, including model portfolio programs and access to third-party asset managers, supported by a large network of over 22,800 advisors.

Thomas Currier is a Planning Consultant at Fidelity Investments, where he works with clients and their families to develop financial plans tailored to their individual goals. In his role, he focuses on understanding clients' objectives and assisting them in managing risks to support their desired lifestyles. Thomas has held various positions within Fidelity Investments, including Relationship Manager, Investment Solutions Representative 1, and High Net Worth Associate. Prior to joining Fidelity, he worked as a Financial Associate at Equitable Advisors. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Ronald Caffrey is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Raymond James & Associates since 2009, following a brief tenure at T. Rowe Price Advisory Services, Inc. In addition to his advisory role, he manages three rental properties inherited from his father. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a broad adviser network and a range of portfolio management styles.

Christopher Pagano is a financial advisor with Edward Jones in Trinity, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Spirit Halloween, several epoxy flooring businesses, 9Round Fitness as a trainer, and insurance agencies. He has been involved in fitness training as a side activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Sharon Gwozdz is a financial advisor with Cetera in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. Her prior experience includes 12 years at Foresters Financial before joining Cetera in 2019. She has a power of attorney role for her father, Casimir Gwozdz. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, supported by over 10,000 advisors and managing more than $256 billion in assets.

Ethen Miller is a financial advisor at Raymond James Financial in Saint Petersburg, FL, holding Series 63 and Series 66 credentials with three years of industry experience. His prior work includes roles at Fidelity Investments and KeyBank. Outside of finance, his background includes diverse positions in logistics, marketing, and the food service industry. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs with a notable focus on municipal and public finance.

Kimberleigh Szewczyk is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Outside of her advisory role, she operates a retail and online store business. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools.

Beverley Bouchard is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Royal Alliance Associates, INC., Jhfn Sii, and Northwestern Mutual Investment Management. She is a notary public and serves as a manager for firm services at Signature Financial Solutions, LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm uses model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and provides various investment programs, including discretionary and advisor-managed strategies.

Jason Dukas is a Series 66 licensed financial advisor with 26 years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2017 and previously held positions at Wells Fargo Clearing and Morgan Stanley. Outside of his advisory role, he serves on the Advisory Board of the YMCA of Suncoast, contributing ideas for local events. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies that use forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning decisions.