Cynthia Touchton is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co Inc since 2013. Outside of her advisory role, she serves on the board of the Coventry Foundation, which preserves the heritage of Jaguar cars, and holds a vice president position on the board of the St. Tropez 1 condominium homeowners association in Clearwater, FL. Stifel serves a broad range of individual and institutional clients, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses that support client decision-making.

David Sutton is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses. He has 37 years of industry experience and has been with Raymond James & Associates since 2014. Sutton serves on the Advisory Board of the Winthrop P. Rockefeller Cancer Institute, contributing to strategic planning for the Myeloma Clinic. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and governmental entities, offering non-discretionary financial advice supported by extensive research and an integrated affiliate network.

Megan Williams is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 21 years of industry experience. She has been with Raymond James & Associates since 1998 and currently serves as an officer and treasurer for her daughter’s Girl Scout troop, as well as acting trustee for a family trust. Megan also represents Raymond James Finance on the University of South Florida Accounting Circle Advisory Board. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both retail and institutional clients, including a focus on municipal and public finance.

Jake Homolash is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has two years of industry experience, with prior roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Oppenheimer. Outside of finance, he has experience working in the hospitality sector, including a position at Harry's Seafood Bar and Grille. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory and brokerage services through an integrated platform that combines investment advice, brokerage and insurance products.

John Carelli III is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2017, following a one-year tenure at Janney Montgomery Scott. Outside of his advisory work, he occasionally provides accounting and financial guidance for his wife's online email marketing company. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and governmental entities. The firm offers non-discretionary wealth advisory and investment consulting services supported by research and an extensive affiliate network, with notable involvement in municipal and public finance.

Rebecca Zwerin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 19 years of industry experience. She has been with Raymond James & Associates since 2005. 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, supporting both retail and institutional advisory programs.

Vincent Lally is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2015. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various advisory and wrap fee programs, emphasizing tailored financial plans and client-driven decision making.

Alexander Arvizu is a financial advisor with Edward Jones in Tarpon Springs, FL, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Angela Nye is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding 27 years of industry experience. She has been with Raymond James & Associates since 1993. 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 governmental clients. The firm also offers institutional consulting and maintains capabilities in public finance and municipal work.

Larry Partin Jr. is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and bringing 14 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2014. Outside of his advisory work, he competes in motorcycle racing events and earns compensation from racing. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm‑approved tools and models.

Caroline Williams is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2006. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other organizations. The firm is integrated into Bank of America’s platform, providing access to a broad set of products and services.

Aaron Middleton is a CFP® professional with six years of industry experience, currently affiliated with LPL Enterprise. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Edward Jones. Middleton served in the United States Marine Corps for 20 years. Outside of his advisory work, he volunteers with the nonprofit Scarletts Sunshine, distributing flowers several times per month. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm combines advisory and brokerage services with an integrated platform that includes insurance products and lending programs.

Maria Tottle is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, and T. Rowe Price Investments. 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 supports both retail and institutional clients with a range of advisory and fiduciary solutions.

Mark Arkelian is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2014. 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 a focus on public finance and municipal services.

Douglas Drabik is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2012. 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 supports municipal clients through its public finance and institutional consulting capabilities.

Jeffrey Cole is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked with various Raymond James entities since 2007. Outside of his advisory role, he serves as a finance committee member for First United Methodist Church in Saint Petersburg, FL, where he reviews the church’s budgets and expenses. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations supported by firm research and multiple implementation options.

Angelina Day is a Financial Advisor at Merrill Lynch Wealth Management. She partners with clients including small business owners, entrepreneurs, young professionals, and women to offer proactive guidance and clear strategies aimed at building, preserving, and managing wealth. Angelina assists clients with a range of financial needs such as college education planning, family wealth management, legacy planning, liquidity management, personal retirement planning, small business strategies, and tax minimization. Angelina holds a Bachelor's Degree from the University of Florida and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her professional involvement includes participation in organizations such as the Heavener Leadership Challenge, Leadership Development Program, Safety Harbor Chamber of Commerce, and Tampa Women for Good. Beyond her professional work, Angelina contributes to several community organizations including Miami-Dade County Animal Services, Peaceful Paths Domestic Abuse Network, Second Harvest Food Bank of Central Florida, and Tampa Bay Humane Society. Her personal interests include chess, cooking, gardening, golfing, pickleball, reading, running, sewing, traveling, and volleyball.

Darcy Ecklund is a financial advisor with Ameriprise in Dover, FL, holding Series 63 and Series 65 credentials and 24 years of industry experience. Prior to joining Ameriprise in 2018, Darcy worked at Raymond James Financial and Dimensions Wealth Partners. Darcy also has involvement in a non-investment-related business, Darcy, Inc. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, emphasizing managed accounts and incorporating algorithmic automation reviewed by a dedicated oversight committee.

Stacy Sabin is a financial advisor at Fidelity with five years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Raymond James for eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Burdell Ramsey is a financial advisor with Cetera in Palm Harbor, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo Bank and Achieva Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 multi-manager platform with access to various program structures and third-party managers.