Scott Bambach is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2014. 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 wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles and affiliated research resources.

Victor Arruda Rosenshteyn is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch and Darwin Wealth Management, along with experience at JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Scott Casimiri is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2010. 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.

Carl Lee is a financial advisor at Cetera with the PFS™ designation. He has been with Cetera since 2025 and previously worked at Zen Again LLC, Intuit, Skar Audio, Amgen, and PricewaterhouseCoopers. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account authorities.

Russell Hale is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with LPL Financial and has previously worked at USAdvisors Wealth Management, Securities America, and several other firms. His other activities include volunteer work related to health and wellness. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory, brokerage, and institutional financial services.

Catherine Small is a financial advisor with Ameriprise Financial Services, holding a Series 66 credential and bringing 22 years of industry experience. She has been with Ameriprise since 2009, working through its various entities over that time. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Lorin Hamisak is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 14 years of industry experience. His prior firms include UBS Financial Services and Wells Fargo Advisors. Outside of finance, he serves as a CrossFit coach at a local gym. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Gerard Kelly III is a financial advisor with Stifel in Clearwater, FL, holding a Series 63 designation and 39 years of industry experience. He has been with Stifel Nicolaus since 2013. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.

Daniel Herraiz is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and eight years of industry experience. His prior career includes roles at Bank of America, Merrill, and entrepreneurial work with Vale Food Company. He is also involved with Live Well by L. 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, institutions, and municipalities, providing financial planning and consulting services that emphasize tailored, non-discretionary strategies supported by extensive research and model management options.

Keyon Smith is a financial advisor at Merrill with 22 years of industry experience. He has worked at Merrill and Bank of America since 2015. Outside of his advisory role, he is involved in an online product sales business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Thomas Kane is a CFP® professional with 27 years of industry experience, currently serving at Raymond James Financial since 2009. He is based in Clearwater, FL, and holds Series 63 and Series 65 licenses. Kane serves as a trustee on the Town of Belleair Police Pension Board, involved in the management and administration of the police pension plan. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through its affiliation with a municipal advisor.

Timothy Brady is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at USAA Financial Planning Services and Cruises Inc. He 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 investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Stephen Labate is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at David Lerner Associates, Inc. and Academy Securities. Labate also served in the Army Reserves for 34 years and is involved with the Republican Executive Committee in a political capacity. 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 clientele including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joel Ferguson is a financial advisor at Ameriprise with 11 years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at Edward Jones. Ferguson serves on the Board of Directors for Friends of Fisher House Orlando and is the Board Chair of the Lake Nona Regional Chamber of Commerce. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Isaiah Scott is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley and has held diverse roles in other industries, including a position with One Day Radon Mitigation LLC. 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 wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management strategies.

Jonathon Young is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 20 years of industry experience. He previously worked at T. Rowe Price Investment Services, Inc. for 13 years before joining Raymond James & Associates in 2019. 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, investment consulting, and institutional fiduciary services.

Michael Grande is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2015. 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, investment consulting, and institutional fiduciary solutions.

John Herbert is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His background includes roles in education and hospitality, including positions at the University of South Florida and Hilton ALBA. 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 tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Jonathan Pablo is a financial advisor with Raymond James Financial Services, Inc. in Saint Petersburg, FL, holding Series 63 and Series 66 licenses and having five years of industry experience. His prior roles include positions at First Hawaiian Bank and ASC Trust, and he has experience supporting senior advisors and client relationship management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals and institutions. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports clients through advisory programs and partnerships in sectors such as municipal finance and employer-sponsored retirement plans.

Anne Platt is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses with 36 years of industry experience. She has been with Raymond James & Associates since 2013. 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 municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.