Felicia Salfran is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch, Bank of America, and the University of South Florida. She has been with Raymond James for seven years in total. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and government entities. The firm offers wealth advisory planning and investment consulting, providing non-discretionary recommendations and supporting municipal and public finance clients through an extensive affiliate network.

Jesse Black is a financial advisor at Edward Jones in Seminole, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was self-employed with Form Fit Design for 25 years and worked with Creative Pinellas and American Stage Theatre Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Paul Mittman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. He has worked at Raymond James since 2021 and previously held roles at Wells Fargo Clearing and ABM Health Care Services. Prior to his financial services career, he spent over two decades in education. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory services and institutional consulting, with specialized capabilities in public finance and municipal work.

Christina Cardone is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, including over a decade at Morgan Stanley Private Bank, N.A. She is also the manager of Alouette Holdings LLC, an investment and finance-related business based in Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client engagements and corporate agreements.

Kerry Farley is a financial advisor with Cetera and holds Series 63 and Series 65 designations. He has 36 years of industry experience, including roles at SunTrust Advisory Services and Regions Bank. Farley has been with Cetera since 2018. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Rosary Falero is a Series 66-credentialed financial advisor with seven years of industry experience, currently with Wells Fargo Clearing in Tarpon Springs, FL. Prior to joining Wells Fargo in 2019, she worked at Marquis Bank from 2016 to 2019. Outside of her advisory role, she co-owns a residential and commercial remodeling company and serves on the finance council of St. Patrick Catholic Church, as well as on the City of Miami Beach Hispanic Affairs Committee. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research and analytics to support diversified investment solutions.

Jeremy Dunford is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 66 credentials and 25 years of industry experience. He has been with Raymond James & Associates since 2001. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Luis Garcia is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James, he was a full-time college student and was unemployed for one year. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Christopher Roman is a CFP® with 22 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He acts as a successor trustee and holds power of attorney responsibilities for a family member. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Douglas Mitchell is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America for 12 years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services alongside affiliated brokerage and investment management capabilities.

Renato Boac is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nicholas Dukas is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 45 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is a part-time musician and singer, involved in music recording and performance locally, and serves on the board of St Mark Village, a continuing care retirement center. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Riley Robinson is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and previously worked at Sunray Marine and the University of Central Florida. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Steven Segrist is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Lucor prior to joining Raymond James. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Paul Jessie is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and over one year of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of finance, he has experience working at Smoothie King and the University of North Florida Fitness Center. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, with a focus on both retail and institutional advisory services.

Estrella Espinoza is a financial advisor at Edward Jones with seven years of industry experience. She has previously worked at U.S. Bancorp Investments, MML Investors Services, Mass Mutual Life Insurance Company, and Wells Fargo. Espinoza holds Series 63 and Series 65 licenses. Edward Jones is a wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a wide range of advisory programs and investment solutions, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Derek Smith is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and AXA Equitable. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm employs proprietary research and model-based asset allocations to tailor plans that align with clients' goals and risk tolerances.

Sanja Smajlovic is a financial advisor with Raymond James Financial, holding a Series 66 designation and 15 years of industry experience. She has worked with various divisions within Raymond James since 2015. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services, wrap fee programs, and institutional consulting, with a notable focus on advisory roles that support client decision-making rather than discretionary management.

Chris Savorelli is a financial advisor with OSAIC holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Advisor Group, MetLife, Van Eck Associates Corporation, Van Eck Securities Corporation, Saint Leo University, and Raymond James & Associates. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employs various asset-allocation tools, and provides access to third-party money managers and managed-account solutions.

John Odom is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors in various roles from 2013 to 2023. Outside of his advisory work, Odom serves as Treasurer for the Greater Dunedin Little League, where he reviews and reports on the organization’s financials. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm primarily provides non-discretionary financial planning and investment consulting through tailored strategies supported by extensive research and a broad affiliate network.