Todd Giere is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has served at Next Financial Group Inc. since 2000 and joined LPL Financial in 2025. Outside of advisory work, Giere is a board member and development chair for Robins Nest Children's Home, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios and research from multiple sources.

Andrew Skinner is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and five years of industry experience. His background includes roles at The Vanguard Group and experience in the golf industry. 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, institutions, and municipal entities, offering financial planning and consulting with a variety of portfolio management strategies.

Peter Currie is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63, 65, and 66 designations. Prior to joining LPL Financial, he worked at T Rowe Price, SagePoint Financial, and TransAmerica Financial Advisors among other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios.

Robert Matacchiero is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Cetera and its affiliated entities since 2016, and previously spent over two decades at Investors Capital Corp. Additionally, he serves as president of a condominium association board and is involved in the sale of fixed insurance products. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement plan services, with access to both affiliated and third-party managers across discretionary and non-discretionary program structures.

Kevon Musgrove is a financial advisor with Raymond James Financial in Clearwater, FL, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Keybridge Wealth Management and Florida Financial Advisors. He is also associated with CN Wealth Management/Keybridge Wealth Management as a financial advisor. 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 analytical tools to support client goals and maintains a municipal advisory affiliation that supports public-finance work.

Jozsi Popper is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 28 years of industry experience. He has been with Raymond James & Associates since 2001. 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 specialized municipal advisory services.

Linda Read is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial in Tampa, FL, where she has worked since 2010. Her prior experience includes a three-year period at Juice Plus. Outside of financial advising, she serves as a board member for HCA Florida Trinity Hospital. LPL Financial is a national SEC‑registered investment adviser and broker‑dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio strategies supported by both in-house and third-party research.

Dominique Ingold is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Raymond James & Associates since 2008. 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, pension plans, and charitable organizations, offering financial planning and investment consulting through various programs and an extensive affiliate network.

Rebecca Johnson is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Johnson serves on the Board of Directors and Finance Committee of Oakhurst UMC and consults as an independent financial advisor outside of her primary firm. Ameriprise is a large institutional firm offering retirement-income planning services tailored to individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations delivered in partnership with clients’ advisors.

Jacquelyn Metcalfe is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds the Series 66 designation and has worked at Raymond James in various capacities since 2013. Outside of her advisory work, she owns Nighty Noodles, LLC, a business providing sleep consultations and sleep plans for families with children who have trouble falling asleep. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services, delivering tailored, non-discretionary investment advice supported by extensive research and multiple portfolio management styles.

Anna Van Santvoord is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and previously worked at SunTrust Bank and in various roles including at Families & Children Together (F.A.C.T.). Raymond James & Associates 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, institutions, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary advisory relationships supported by a range of portfolio management styles and firm research.

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 holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch, Darwin Wealth Management, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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 financial advisor with LPL Financial in Largo, FL, holding CFP®, Series 63, and Series 66 credentials and 24 years of industry experience. He previously worked at USAdvisors Wealth Management and Securities America, Inc. Hale is involved in volunteer health and wellness activities in Knoxville, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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 seven years of industry experience. Prior to joining Raymond James in 2024, he worked at Bank of America, N.A. and Merrill from 2018 to 2024. 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, pension plans, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.