Brian Robinson is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding a Series 63 designation and bringing 33 years of industry experience. He has been with UBS since 2008. Robinson serves on the boards of the Florida Dream Center and the US Institute Against Human Trafficking, both nonprofit organizations focused on charitable and social causes. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and access to proprietary research and market analysis to tailor investment strategies to clients’ goals and risk tolerances.

Suzanne Kerr 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 with Raymond James & Associates since 2006. Outside of her advisory role, she is involved in managing rental real estate properties with her husband. 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, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles and affiliated research resources.

Kevin Mahoney is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds a Series 66 designation and has seven years of industry experience. His career has been primarily with Raymond James entities since 2016. 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 advisory services.

Eugene Rodriguez is a CFP® professional with 20 years of experience in the financial services industry. He has worked at MassMutual Investors Services since 2017 and was previously with METLIFE Securities Inc for 11 years. Based in Tampa, FL, he also holds insurance agency roles related to individual and group life and health products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning and asset management services, utilizing firm-approved analytical tools and a collaborative planning approach.

Dylan Heisey is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior roles include positions at Fidelity Investments and JPMorgan Chase. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Kent Larsson is a financial advisor at Raymond James Financial with 13 years of industry experience. His previous roles include positions at Fisher Investments and New York Life Insurance Company. He serves as a board member for the Bayview Condominiums Clearwater Association, an HOA in Clearwater, Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

William Schultz is a CFP® with 16 years of industry experience, currently with Raymond James & Associates. His prior roles include positions at Truist Advisory Services, Wells Fargo Clearing Services, TD Ameritrade, Merrill, and VOYA Financial Advisors. Raymond James & Associates is a large 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, and offers a range of financial planning and consulting services primarily on a non-discretionary basis.

David Carruthers is a Wealth Management Advisor at Merrill Lynch Wealth Management who has been serving clients since 2004. He specializes in wealth management, focusing on retirement income planning, health expense planning, wealth transfer, and succession planning strategies. Through Merrill's relationship with Bank of America, he also offers access to a range of banking, credit, and lending services. His client focus areas include family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. David holds a dual bachelor's degree in finance and economics from the University of South Florida. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Raised in Illinois, he relocated to Tampa for his education. Outside of his professional work, David participates in triathlons and long-distance cycling races. He also coaches his children's tennis and Little League Baseball teams. He is involved in community work with organizations such as Johns Hopkins All Children's Hospital and Metropolitan Ministries.

Allen Truong is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and five years of industry experience. His background includes roles at Morgan Stanley and Trinity Invest LLC, as well as entrepreneurial experience in the restaurant industry. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm employs a tailored, non-discretionary approach using analytical tools and supports various advisory programs and institutional consulting services.

Jenna Marquardt is an Investment Consultant at Fidelity Investments, where she works directly with individuals and families to develop customized financial plans and strategies aligned with their goals and values. She emphasizes collaboration with clients to adapt their financial plans as life circumstances evolve. Jenna has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Associate, Central Relationship Manager, and Relationship Manager before her current position. Her experience spans client relationship management and investment consulting within the firm. Outside of her professional work, Jenna enjoys spending time at the beach, attending concerts, cooking and baking, exploring food-related activities, socializing with friends, and caring for her pets.

Donald Mc Elroy Jr. is a CFP®-designated financial advisor with 13 years of industry experience, currently associated with Raymond James Financial Services Advisors, Inc. He has worked within various Raymond James entities since 2012 and is also involved with Frey Masterson Investment Advisors in Saint Petersburg, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting supported by risk profiling and analytical modeling, and it offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Susan Wasserman is a ChFC®-designated financial advisor with 15 years of industry experience, currently with Cetera. She previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. Outside of her advisory role, she owns a CPA firm specializing in tax preparation and serves as president of Yoga Flow Inc., which offers yoga classes and related products. She also volunteers as treasurer for the Florida Yoga Teachers Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a multi-manager platform, offering access to affiliated and third-party managers with discretionary and non-discretionary program options.

Christopher Rich is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked for Securities America Advisors, Inc. for 16 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Andy Lopez is a financial advisor with Wells Fargo Clearing in Saint Petersburg, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Bank of America. Outside of his advisory role, Lopez is involved in a home-flipping business through Tampa Private Group LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options in its investment menus, serving a broad range of institutional clients.

Kimberly Jackson Fernandez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Accurate Advisory Group. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Allyson Snow is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at J.W. Cole Advisors and Axa Advisors LLC. Outside of finance, she owns Tampa Bay Yogi, LLC, where she hosts yoga and fitness events and classes. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services supported by comprehensive research and a diverse set of portfolio management strategies.

Matthew Robichaux is a financial advisor with Raymond James Financial in Tampa, FL, holding a Series 66 credential and two years of industry experience. His prior work includes roles at firms such as The Levine Legacy Group and involvement with education services like Academy at the Lakes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and risk profiling supported by analytical modeling and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Seema Ramroop is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, Bank of America, and Merrill. Ramroop is also involved with Empower Insurance and Financial Services through her own entity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing advisory and brokerage services along with access to model portfolios and third-party asset management programs. The firm’s integrated platform combines advisory programs with insurance products and a collateralized lending program.

Nathaniel Jones is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Wells Fargo Advisors. He has worked within Wells Fargo Clearing Services and Wells Fargo Bank since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, and utilizes proprietary research and tools to develop tailored recommendations for its clients.

Joshua Sclafani is a financial advisor at Raymond James & Associates with seven years of industry experience. He has held roles within Raymond James Financial Services since 2017 and previously worked at Convergence Consulting Group for three years. He holds the Series 66 designation and is based in St. Petersburg, Florida. 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, non-discretionary investment consulting, and institutional fiduciary solutions.