Paul Hay is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Additionally, Paul is a licensed attorney in the state of Georgia since 1982 and serves as executor of his parents' estates. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals across the wealth spectrum, as well as to pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to deliver its services.

Jeanette Jacobson is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2009. Based in St. Petersburg, FL, she supports clients through a well-established firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Sheau Lei Ellison is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked extensively with Merrill and Bank of America, including a long tenure from 1997 to 2025. She serves on the board of directors for The Paralelo Foundation, a private grant-making foundation. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Kartheiser is a financial advisor with Stifel in Tampa, FL, holding a Series 63 license and bringing 40 years of industry experience. He worked at Raymond James & Associates for 27 years before joining Stifel Nicolaus & Co Inc in 2017. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment methodology is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Alexandra Valdes is a Wealth Management Advisor with The Valdes Group at Merrill Lynch Wealth Management. She joined the team in February 2018, focusing on relationship management and contributing to investment models and business development. Alexandra works with multiple generations of clients to provide comprehensive wealth management and education. Since 2023, Alexandra and her team have been recognized by Forbes among America's Top Wealth Management Teams, ranking #13 nationally and earning the #1 spot in North Florida for two consecutive years. These rankings reflect their excellence in client retention, industry experience, and wealth management best practices. Born and raised in Tampa, Florida, Alexandra graduated with honors from Florida State University in 2013 with bachelor's degrees in Finance and Marketing. She holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Alexandra is involved in community organizations including Habitat for Humanity, Metropolitan Ministries, and Operation Healing Forces.

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.

Carla Weidman is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds the Series 63, 65, and 66 designations and has been with Morgan Stanley since 2010. Outside of her advisory work, she owns rental property in Tampa, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support its advisory services.

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.

Kevin Dempsey is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He previously worked at Citigroup for 13 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024. He holds Series 63 and Series 66 licenses and is based in Tampa, FL. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework and offers a range of approved funds and strategies through its Institutional Consulting Services program.

Sharone Pierre is a financial advisor with Raymond James Financial in St. Petersburg, FL. He holds Series 63, 65, and 66 designations and has 29 years of industry experience. Pierre has been with Raymond James Financial Services since 2002 and with Raymond James Financial since 2010. 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, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and encourages implementation through its advisory programs or other providers.

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.

Jane Greer is a financial advisor at Raymond James & Associates with Series 66 credentials and one year of industry experience. Prior to joining Raymond James, she worked at Target for sixteen years. 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 through various advisory programs.

Gary Mahan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Gino Colangelo is a financial advisor with Robert W. Baird & Co. in St. Petersburg Beach, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Robert W. Baird & Co. since 2002. Colangelo serves as a board member for St. Francis Seraph Ministries, where he oversees assets. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of traditional and non-traditional investment strategies.

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.

Gabriel Mbulo is a CFP® and ChFC® affiliated with Raymond James & Associates, bringing 27 years of industry experience. His career includes previous roles at Edward Jones and earlier tenure at Raymond James. Outside of financial advising, he is a co-owner and director of Tonz of Fun LLC, a youth sports program based in Riverview, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers a range of advisory and consulting services supported by extensive research and a variety of portfolio management options.

Simon Sumner is a financial advisor with LPL Financial in Tampa, FL, holding the CFA® designation and a Series 63 license. He has 15 years of industry experience, including a decade at The Bank of Tampa and LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to research and model portfolios supported by advanced technologies.

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.