Aimee Tesoro is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding the CFP® designation and Series 63 and 66 licenses. She has 25 years of industry experience, including previous roles at LPL Financial, Equitable Advisors, and Transamerica Financial Advisors. 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 institutional fiduciary services.

James Hirschberger is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and over 37 years of industry experience. He has been with Raymond James in various capacities since 1995 and also led Hirschberger Financial Services as branch manager and president. Outside of his advisory work, Hirschberger is involved in beekeeping through his ownership of Love Bee Apiary. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm employs non-discretionary planning and consulting tailored to client goals and maintains distinct offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Katherine Eckelbarger is a Senior Financial Advisor with the Carlson Group, a multi-generational, goals-based wealth management team within Merrill Lynch Wealth Management. She focuses on client relations and business management, serving as a consistent point of contact for the families and individuals the team supports. Katherine joined the Carlson Group in 2010 as a part-time Client Associate and became a registered Financial Advisor in 2013. Her expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, socially responsible investing, women and wealth, and retirement income. She works with clients to develop personalized financial strategies aligned with their personal goals, values, and time horizons. Katherine earned a Bachelor's Degree from the University of South Florida and is a member of The Margaret Acheson Stuart Society at the Museum of Fine Arts. She participates in the community through involvement with the St. Anthony's Hospital Foundation. Outside of work, she enjoys spending time with her family and friends and attending PGA events with her husband in Florida.

James Taylor is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill and Banc of America Investment Services, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and provides a range of services including retirement plan consulting and investment research.

Jeanette Jacobson is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research with model-based asset allocations to tailor financial plans. The firm also offers institutional trading capabilities alongside wealth management services.

Tyller Bauer is a financial advisor with Raymond James & Associates holding a Series 66 designation. He joined the firm in 2025 and has background experience at the University of 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Nicolae Iovu is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and has prior experience at LPL Financial as well as running his own businesses, including Nicolae Enterprises LLC and Nicolae Iovu Limousine/Transportation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional services, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Robert Hill is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2018. Prior to that, he held roles at Franklin Templeton Financial Services Corp. and affiliated entities. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branches.

Nikolas Alfonso is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Raymond James & Associates in St. Petersburg, FL. He previously worked at Marro LLC from 2017 to 2020. 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 broad client base across individual, institutional, and municipal sectors, offering financial planning, investment consulting, and specialized municipal advisory services.

Dena Petersen is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63, 65, and 66 licenses and 15 years of industry experience. She worked at American Trust & Savings Bank for five years before joining Charles Schwab in 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized operations and due diligence on alternative investments.

Nathan Larson is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds a Series 66 credential and has previously worked with Independent Financial Partners and LPL Financial. Outside of his advisory role, he consults part-time for Nike, testing shoes before they are released. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on various portfolio management styles and affiliated research.

Cheryl Forbes is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 registrations and bringing 13 years of industry experience. She has worked with various Raymond James entities since 2013 and has prior experience with the Home Shopping Network. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by extensive research and a range of portfolio management strategies.

Diana Poole is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Morgan Stanley since 2022. She previously worked at Merrill from 2014 to 2022. 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 structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers various planning and investment services.

Brian Fox is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. He has been affiliated with Raymond James since 2009 and has operated Brian Fox Financial Services, Inc., a support company for his Raymond James business, since 2011. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, employing analytical tools and risk profiling to support client goals.

Brian Carr is a CFP® with 22 years of experience in the financial services industry, currently serving at Raymond James Financial. He previously worked at Waller & Wax Advisors from 2019 to 2022. Based in St. Petersburg, FL, Carr has held roles focusing on client financial health and investment guidance. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with specialized programs including municipal finance and SIMPLE IRA employer advisory services.

George Cerwin III is a CFP® with 44 years of industry experience, currently serving at Osaic since 2023. His prior roles include long tenures at Sagepoint Financial, Inc., Osaic Services, Inc., Sentra Securities Corporation, and GFC Financial Management. He is also president and owner of Cerwin Financial Services, a corporation engaged in the sales and service of fixed and health insurance. Osaic Wealth serves a diverse mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various portfolio management programs. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a range of discretionary and third-party manager strategies.

Matthew Sanchez is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, with nine years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2018 and previously held roles at Merrill Lynch and Citigroup. 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 and consulting services with a range of portfolio management styles and affiliated research.

Gary Wargo is a Certified Financial Planner (CFP®) with over 41 years of experience in the financial services industry. He has been affiliated with Cambridge Investment Research Advisors since 2005 and has a long history with Cambridge Investment Research, Inc. Additionally, he serves as an independent insurance agent specializing in health and life insurance and is a board member of the Florida Racquetball Association, Inc. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse range of individual and institutional clients, including pension and charitable organizations. The firm operates through a large network of financial professionals and offers multiple platform solutions, including proprietary model strategies under the Founders Gate Capital brand.

Reem Heikal is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She has been with Merrill since 2020 and previously worked at Bank of America and Dreambee LLC. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Philip Dodson is a financial advisor with Merrill in Saint Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Merrill since 1988 and has also been affiliated with Bank of America since 2009. Outside of his advisory role, he is a co-owner of a family 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 institutional investors.