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 Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has worked at Baird and Merrill. Prior to her advisory career, she was involved with Agenda Consulting and ICD Translation. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, utilizing internal research and a combination of manager-traded and model-traded strategies.

Peter Sloan is a financial advisor at Charles Schwab with a Series 66 credential and three years of industry experience. His prior roles include positions at TD Ameritrade, TD Bank, and his own insurance brokerage. Outside of financial services, he managed an event rental business and is registered as agent for a home solutions company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management supported by comprehensive brokerage and custody services.

Gene Steinberg is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Morgan Stanley and T. Rowe Price. Steinberg is based in Saint Petersburg, 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 clients. The firm offers non-discretionary planning tailored to client goals using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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 8 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. He previously worked at Eagle Asset Management, Inc. for 11 years. Outside of his advisory role, he serves on the Finance Council advisory board for Holy Family Catholic Church. 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 and analytical tools, supporting clients through its advisory programs and maintaining specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Nicholas Oppenheimer is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has previous experience 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 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, non-discretionary investment consulting, and institutional fiduciary services.

Christopher Herman is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley, he worked at Dynasty Financial Partners and attended the University of Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized estate planning groups.

Scott Pilcher is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 23 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 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 fiduciary solutions.

Melissa Robinson is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 65 and Series 63 licenses and has 26 years of industry experience. Prior to joining Raymond James, she spent several years with J.W. Cole Advisors, Inc. and LPL Financial LLC. Robinson also provides investment advisory services through her independent firm, Flaharty Asset Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and investment consulting supported by advanced analytical tools and maintains a unique affiliation with a municipal advisor to support its public finance services.

Nehal Sanghavi is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, where he has worked for 14 years. He has six years of industry experience. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various programs, supported by a broad portfolio management platform and affiliated research resources.

Jacqueline Erhart is a financial advisor at UBS Financial Services in St. Petersburg, FL, holding a Series 66 designation with five years of industry experience. Her prior roles include positions 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, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jarrod Lacombe is a financial advisor with J.P. Morgan Securities in Largo, FL, holding a Series 66 designation and having 21 years of industry experience. His career includes roles at Ameriprise from 2005 to 2010 and multiple positions within JPMorgan Chase and J.P. Morgan Securities since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

James Kopco is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and bringing 13 years of industry experience. He previously worked at Wells Fargo Clearing for 10 years before joining Wells Fargo Advisors in 2026. Kopco is also a part owner of Tidewater Private Wealth Advisors, a wealth management firm based in Clearwater, FL. 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 fee-based 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 credential 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 large, dually registered broker-dealer and investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services that incorporate a range of portfolio management styles supported by firm research and affiliated sub-advisers.

James Bronson is a financial advisor with Wells Fargo Clearing based in Saint Petersburg, FL. He holds the Series 63 and Series 66 designations and has seven years of industry experience. Outside of his advisory role, he provides consulting services for Tampa Window Shades, advising on large and complex window treatment projects. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a combination of brokerage and advisory solutions supported by proprietary research and modern portfolio theory.

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.

James Trimboli is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios Financial Services Inc. In addition to his advisory role, he provides consulting services and develops financial plans for clients through Klimis & Associates, Inc. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, and is notable for its scale, complex affiliate network, and recent consolidation activity.

David Dortch is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Fifth Third Bank and SunTrust Advisory Services. Dortch is based in Clearwater, FL. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services, supported by over 10,000 advisors and managing more than $256 billion in assets.

Barrington Minnis is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and ETrade Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and incorporates a forward-looking capital market approach.