Dallas Nelson is a financial advisor with Raymond James Financial Services, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Raymond James in 2022, he worked at Florida Financial Advisors and has experience in unrelated fields including restaurant and retail management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary advisory services using risk profiling and modeling tools, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

Darren Speizer is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at firms including Wells Fargo Advisors and Sunshine City Advisors. In addition to his advisory role, he is president of Speizer Wealth LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support clients' goals while maintaining specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Joseph Huenke is a financial advisor with Wells Fargo Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes over a decade at Wells Fargo Clearing and Wells Fargo Advisors, and he is a 33% owner of Tidewater Private Wealth Advisors, where he contributes part-time. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options, using proprietary research and tools to develop tailored recommendations, with flexible implementation through brokerage or advisory programs.

Walid Mourad is a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he focuses on providing clients with a comprehensive approach to managing their wealth, beginning by understanding the client's personal and financial situation and what matters most to them. He helps create customized wealth management strategies that are adaptable to changing client needs and market conditions. Walid also provides access to Merrill's investment insights alongside the banking and lending solutions of Bank of America to address various aspects of clients' financial lives. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Walid holds the Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA) designations and earned a Master of Business Administration (MBA) from the University of Wisconsin System. Walid participates in community activities, reflecting the tradition of Merrill Lynch's community involvement, and dedicates time to volunteering with local organizations. In his personal time, he enjoys biking, boating, camping, cooking, fishing, gardening, running, swimming, traveling, and spending time with his family.

Philip Townsend is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 63 designation and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Townsend is involved as an officer in Coconut Grove MHP LLC, a real estate-related business based in Key West, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates proprietary tools and market simulations.

Mary Ebert is a Series 66 licensed financial advisor with Morgan Stanley in Tampa, FL, and has one year of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, she worked at Cervidea NutraScience from 2019 to 2021. Outside of finance, she has operated Mary Ebert Photography since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis.

Barrett White is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and previously worked at Hildene Capital Management and Crews Investment Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Braeden Eubanks is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Cetera and Minnesota Life Insurance Company. Outside of finance, he has experience in the catering industry through his work with University of Iowa Catering. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Crystal Bahr is a Series 66-licensed financial advisor at Merrill with 20 years of industry experience. She has been with Merrill since 2008 and is based in Tampa, FL. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Wendy Myers is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2004. Raymond James & Associates, Inc. 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 municipal entities, and offers financial planning, investment consulting, and institutional fiduciary services.

Richard Marcatos is a CFP® with 30 years of experience in the financial services industry. He is currently with Morgan Stanley and has previously worked at UBS Financial Services. Outside of his advisory role, he is a passive investor and sole proprietor of a restaurant/bar/nightclub business in Clearwater Beach, Florida. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Kevin Jones is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. He has been with Raymond James since 2019 and previously worked at Online Trading Academy from 2016 to 2018. 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 and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Laurence Buck is a Series 66-licensed financial advisor at Edward Jones in Estill, SC, with 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as Co-Chairman of Friends of NRA Pinellas County, FL, where he coordinates fundraising events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products, operating under a fiduciary standard.

Le Brielmaier is a financial advisor at Raymond James & Associates with 10 years of industry experience and holds the Series 66 designation. He has worked at Raymond James & Associates in multiple periods since 2014, with a brief tenure at Ellevest in 2022. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Jonathan L. Crevasse II is a Wealth Management Advisor and Senior Portfolio Advisor with the Penny Crevasse Group at Merrill Lynch Wealth Management in Tampa, Florida. He has been advising affluent individuals, business owners, and corporate executives since 2015, with experience spanning multiple states and international locations including Perth, Australia. Jonathan works closely with clients to develop bespoke financial strategies tailored to individual goals and life priorities. In collaboration with firm specialists, he provides guidance on long-term planning incorporating tax minimization and estate planning. His role includes overseeing both asset accumulation and distribution phases, addressing legacy planning and generational asset transfer strategies. His expertise areas include family wealth management, legacy planning, new wealth management, personal retirement planning, portfolio management, tax minimization, retirement income, and serving specialized sectors such as women and wealth, sports, and entertainment. He earned a Bachelor of Science degree in Business Management from St. John's University in 2012, where he was on the dean's list. Jonathan holds professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA).

Jerome Morgano Jr. is a financial advisor with Ameriprise in Apollo Beach, FL, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in auto racing through Venomous Motorsports LLC and manages his practice expenses via JM2 Management LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Katherine Eckelbarger is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Carlson Group, a goals-based wealth management team. She works with families, individuals, and businesses across the country to acquire, grow, and preserve assets, focusing on portfolio management strategies tailored to each client's goals. Katherine's role specifically centers on client relations and marketing, where she provides a friendly point of contact and coordinates client outreach events such as seminars and social gatherings to enhance client experience. Katherine joined the Carlson Group in 2010 as a part-time Client Associate and became a registered Financial Advisor in 2013. She holds a Bachelor's Degree in Communications from the University of South Florida. Her professional designations include Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Beyond her professional work, Katherine is a St. Petersburg native who enjoys fishing, running, and playing tennis. She is involved in her community through her membership in The Margaret Acheson Stuart Society of the Museum of Fine Arts and has served on the golf tournament committee for the St. Anthony's Hospital Foundation.

Mark Hernandez is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and has previously worked at Putnam Investments, BlackRock, and Merrill Lynch. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Danijela Grgic is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2010. Outside of her advisory role, she is involved in managing a supplement company and overseeing a rental property business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various organizations.

James Taylor is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 designations and has 40 years of industry experience. His prior roles include positions at Merrill and Banc of America Investment Services, Inc. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.