Michael Ferrara is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 13 years of industry experience. His career includes ten years at Wells Fargo Clearing and prior roles within Wells Fargo Advisors and Wells Fargo Bank NA. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, with a notable focus on municipal and public finance clients.

Chloe Hill is a financial advisor at Raymond James Financial with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Raymond James Financial Services Advisors, Inc. since 2019, as well as Howland and Associates, LLC. Outside of her advisory role, she is an officer and secretary of Antipodean Group Inc., a business she co-manages with her fiancé. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers specialized programs for small businesses and integrates municipal and public finance capabilities through its extensive affiliate network.

Timothy Vansolkema is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Tonita Arthur is a financial advisor with Osaic Wealth, Inc. based in St. Petersburg, FL. She holds Series 63 and Series 66 licenses and has 28 years of industry experience. Her work history includes positions at Royal Alliance and multiple BBVA entities since 2015. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk assessments, and managed-account solutions to construct portfolios across various investment types, including stocks, bonds, mutual funds, ETFs, and alternatives.

Elijah Gray is a financial advisor with Merrill in Palm Harbor, FL, holding Series 66 and Series 63 licenses and two years of industry experience. He worked at Merrill since 2019 and has prior experience with Delaware North, Juicy Crab, and Chili's Grill & Bar. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Kevin Nashbar is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 22 years of industry experience. His career includes multiple roles at Raymond James and a period at Independent Financial Partners. Raymond James & Associates 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 serves a wide client base, including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Viktoria Zitzmann is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she teaches yoga and meditation classes at Bella Praña Wellness Collective in Tampa, Florida. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through a non-discretionary advisory model and also serves institutional and municipal clients with specialized consulting services.

Nathanael Gregor is a Series 66 licensed financial advisor with nine years of industry experience. He is currently affiliated with Raymond James Financial Services and Raymond James & Associates, where he has worked since 2021. His prior roles include positions at Calton & Associates, Inc. and Midwestern Securities Trading Company, LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and maintains an affiliation with Raymond James’ Public Financing department to serve municipal and public finance clients.

Amy Micik is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management, specializing in Behavioral Finance. She focuses on creating personalized financial strategies that align with clients' values and goals, emphasizing clear communication and client education. Amy serves a diverse clientele including business owners, corporate executives, professional athletes, those with inherited wealth, widows, divorcees, and families. Amy holds the Chartered Retirement Planning Counselor (CRPC) designation, is an Accredited Wealth Management Advisor (AWMA), and a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She earned her Bachelor's Degree from Illinois State University. Drawing from a background in education, psychology, and technology, she aims to develop financial plans that clients can easily understand and adhere to. Outside of her professional work, Amy enjoys adventure sports, antiquing, boating, dancing, gardening, hiking, interior decorating, reading, writing, and yoga. She participates in community organizations including Habitat for Humanity, Stop Soldier Suicide, and The Boys & Girls Club.

Talon Van Wert is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 66 registrations and 18 years of industry experience. His prior work includes roles at Fisher Investments, Bank of America, Merrill, and T. Rowe Price. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances.

Adam Pace is a financial advisor with Wells Fargo Advisors in Largo, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of finance, he performs occasionally as a part-time musician. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with clients choosing how to implement these through brokerage or advisory programs.

Sherry Wegmuller is a financial advisor at Merrill with 27 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Merrill since 1998. Wegmuller has also worked at Bank of America since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, plans, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad set of products and services beyond typical investment management.

Kenneth Speroni is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2018, following a prior role at W&S Brokerage Services and Western Southern Life from 2016 to 2018. He also serves as Director of Worksite Benefits in an outside insurance sales capacity, providing group life and disability plans not offered through MassMutual. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, goal-oriented planning process using firm-approved software and provides specialized programs including employer-sponsored planning and recent additions like Divorce Planning.

William Marsh is a financial advisor at Edelman Financial Engines with a Series 65 designation and four years of industry experience. He previously worked at Fisher Investments for seven years and Ameriprise Financial for three years. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and long-term investment orientation.

Kyle Dalson is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Janney Montgomery Scott. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal governments. The firm provides tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships.

Brennan Hervey is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has been with Edward Jones in St. Petersburg, FL since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated capabilities under a fiduciary standard.

Pamela Mc Leod is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 22 years of industry experience. She has been associated with Raymond James firms since 2007. Outside of her advisory work, she donates plasma through BioLife Plasma Services. Raymond James & Associates 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 provides wealth advisory planning and investment consulting to a broad range of clients, including individuals, institutions, and public entities, and offers consulting through non-discretionary planning and firm-sponsored wrap programs.

Omar De La Rosa is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Raymond James since 2011 and previously worked at Rjih from 2014 to 2017. Based in St. Petersburg, FL, he focuses on financial planning and investment consulting. 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.

Matthew Vancleve is a financial advisor at Raymond James & Associates in St. Petersburg, FL, with 11 years of industry experience. He holds the CFP® designation and securities licenses including Series 65 and Series 63. His prior experience includes roles at MassMutual Life Insurance, Guardian Life, and Chartwell Financial/Ashford Advisors. Outside of financial advising, he is the owner of a legal practice and serves as a notary public. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by extensive research and municipal finance expertise.

Robert Hudson is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing together the full capabilities of Merrill and Bank of America to help clients align their investments, banking, lending, and retirement planning into a coordinated strategy. With more than 30 years of experience in financial services and having been with Merrill since 2000, he works closely with individuals and families to simplify complex financial lives and bring clarity to important decisions, particularly for those approaching or navigating retirement. His expertise includes working with entrepreneurs and business owners in growing and monetizing their businesses, as well as focusing on retirees and families preparing for the next chapter by preserving wealth and generating income. A significant aspect of his practice involves working with multiple generations of families to educate and engage future stewards of wealth. Additionally, he advises corporate retirement plans, helping both plan sponsors and participants improve retirement readiness and long-term outcomes. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Robert holds a Bachelor's Degree from National Louis University. Outside of work, he enjoys camping, gardening, hiking, music, spending time with his family, watching movies, and practicing yoga. He also participates in community volunteering activities.