Nathanael Gregor is a financial advisor at Raymond James Financial with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Midwestern Securities Trading Company, Calton & Associates, and Raymond James & Associates. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning using analytical tools and supports a broad advisor network, including specialized municipal and public finance work.

Amy Micik is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in Behavioral Finance and serves as a Senior Portfolio Advisor, managing custom investment strategies and selecting from a range of investment portfolios to help clients pursue their objectives. Amy is a Chartered Retirement Planning Counselor™ (CRPC), Accredited Wealth Management Advisor™ (AWMA), and holds additional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Amy's expertise spans areas such as college education planning, legacy planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, as well as tax minimization. She serves a diverse client base including business owners, corporate executives, professional athletes, individuals with sudden or inherited wealth, widows, divorcees, and families. Her approach emphasizes putting the client's interests first and creating plans that clients can easily understand and follow, drawing from her background in education, psychology, and technology. Amy holds a Bachelor's Degree from Illinois State University. Outside of work, she enjoys adventure sports, antiquing, boating, dancing, gardening, hiking, interior decorating, reading, writing, and yoga. She supports organizations such as Habitat for Humanity, Stop Soldier Suicide, and The Boys & Girls Club, and is a supporter of the arts, environmental causes, children, and animals.

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 33 years of industry experience. His prior work includes a decade at Wells Fargo Clearing and a brief tenure at AmSouth Investment Services, Inc. Outside of his financial career, he performs occasionally as a part-time musician. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions supported by proprietary research and tools.

Sherry Wegmuller is a financial advisor at Merrill with 27 years of industry experience. She holds the Series 63 and Series 66 designations. Wegmuller has been with Merrill since 1998 and also works with Bank of America since 2011. Merrill, along 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party portfolio management teams.

Alexander Presing is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has been with Merrill since 2016. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. Merrill offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenneth Speroni is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2018, and previously with W&S Brokerage Services and Western Southern Life from 2016 to 2018. In addition to his advisory role, he serves as Director of Worksite Benefits, providing group life and disability plans not accessible through MassMutual. 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 financial planning, asset management, wrap and money-manager programs, and educational seminars.

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 four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, employing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

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.

Omar De La Rosa is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding the Series 66 designation with 16 years of industry experience. He has worked at Raymond James & Associates since 2011 and previously spent three years at RJIH. Raymond James & Associates, Inc. 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, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Matthew Vancleve is a CFP® professional with 11 years of experience currently with Raymond James & Associates. His prior experience includes roles at MassMutual Life Insurance, Guardian Life, and Chartwell Financial/Ashford Advisors. Outside of financial advising, he owns a legal practice and serves as a notary public. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipalities. The firm offers tailored financial planning and consulting services supported by a nationwide adviser network and a range of portfolio management styles.

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.

Oliver Norton is a Planning Consultant at Fidelity Investments, where he works as part of a team to develop comprehensive and holistic financial plans for clients. He aims to connect with clients personally to understand their life goals and concerns in order to create tailored financial strategies that support their unique aspirations. Oliver has been with Fidelity Investments since 2021, initially serving as a Workplace Planning Consultant before advancing to his current role in 2024. His professional experience centers on financial planning and collaborating with clients to navigate the challenges and rewards of developing strong financial plans. Outside of his professional work, Oliver enjoys activities such as spending time at the beach, fitness, hiking, soccer, traveling, and exploring food.

Steven Gilbert is a financial advisor at Raymond James & Associates in St. Petersburg, FL, with 26 years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates, Eagle Fund Distributors, Inc., and Carillon Tower Advisers, Inc. since 2006, 2006, and 2008 respectively. Raymond James & Associates is a large 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, charitable organizations, and municipal entities, offering a range of financial planning and consulting services through a variety of portfolio management styles and affiliated research resources.

Thomas Bryant is a financial advisor with Wells Fargo Clearing in Saint Petersburg, FL. He holds a Series 66 designation and has 11 years of industry experience, including 10 years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, providing both brokerage and advisory solutions.

Christopher Hastings is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at various J.P. Morgan affiliates since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative due diligence with a forward-looking capital market framework and includes a broader range of regulatory registrations related to derivatives and commodities.

Lori Paradise is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Raymond James since 2018, previously serving at Ameriprise Financial Services for seven years. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides non-discretionary planning tailored to client goals and supports municipal and public-finance work through a municipal advisor affiliation.

Stefanie Daley is a Series 66-licensed financial advisor with Raymond James & Associates, bringing five years of industry experience. She has been with Raymond James Financial, Inc. since 2012. Outside of her advisory role, she is a certified Jazzercise instructor offering online rhythmic aerobics and strength training classes. 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, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

James Watts is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2015. Watts is based in St. Petersburg, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.