Eric Hoover is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior roles include positions at Raymond James and Associates and Merrill Lynch. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory work for charitable gift funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Brandon Stone is a financial advisor with UBS Financial Services, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services Inc. since 2010. 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 client plans.

April Anne Orsi is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. Her prior work includes roles at FSC Securities Corporation, Raymond James Financial Services, Transamerica Retirement Solutions, PNC Investments, T. Rowe Price Advisory Services, and Ameriprise. Outside her advisory career, she owns Precious and Vintage, a business that acquires and resells vintage milkglass and other items online. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with asset allocation and portfolio optimization tools and supports a range of programs such as financial planning, managed portfolios, and retirement consulting.

Brooks Wallington is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at PSI Advisors LLC, Princor Financial Services Corporation, Principal Life Insurance Company, and several other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Kathlyn Diebel is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Fidelity Investments since 2022 and previously spent six years with Ameriprise Financial Services, Inc. She is based in Saint Petersburg, FL. Kathlyn is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a wide range of clients including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Andrew Teaf is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he serves as CEO and Treasurer of Cigar City Prime Investments, LLC, a business involved in real estate and moving and storage investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing tailored financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Matthew Nagel is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2017. Prior to that, he was with Kelly Services USA LLC for two years. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Erik Keim is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at Raymond James since 2014, including his current role since 2020. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and various organizations. The firm provides tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Thomas Keech is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2005. Outside of his advisory work, he is a personal owner of residential rental real estate. 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, providing financial planning, non-discretionary investment consulting, and institutional consulting, supported by a broad network of advisers and a range of portfolio management styles.

Matthew Tatham is a financial advisor at J.P. Morgan Securities with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, Robinhood Financial, and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within a broad range of investment strategies.

Michael Kuruzovich is a financial advisor with Wells Fargo Clearing in Largo, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Prudential Equity Group, LLC from 1996 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Annlouise Bleecker 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 since 2017, following a year with Franklin Templeton Investments. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting services supported by extensive research and a broad range of portfolio management strategies.

Joseph Sheppard is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 credentials and six years of industry experience. He has been with Raymond James since 2018, following a four-year tenure at Tampa Blue Tide. Based in St. Petersburg, FL, Sheppard provides financial advisory services within a broad institutional platform. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Dana Dodak is a financial advisor at Raymond James & Associates with two years of industry experience and holds the Series 66 designation. Prior to joining Raymond James, Dana worked in physical therapy and hospitality sectors. 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, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Joshua Shulman is a CFP® with 27 years of industry experience and is associated with Raymond James Financial in St. Petersburg, FL. He has held roles at multiple firms, including Wells Fargo Clearing and Banc of America Investment Services, and has been involved with Sherpa Wealth Planners, LLC since 2016. Outside of his advisory work, he is the owner of Sherpa Wealth Partners, LLC, which provides financial advisory and investment support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal and public finance, SIMPLE IRA employer advisory services, and targeted industry partnerships.

Charles Keeley III is a financial advisor at Edelman Financial Engines with 11 years of industry experience. He holds the ChFC® designation along with Series 66 and Series 63 licenses. His prior experience includes roles at Raymond James Financial Services and Fidelity Personal and Workplace Advisors. Keeley is also the CEO of Keeley Integrated Services & Solutions LLC, a software licensing business targeting government contracts. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a proprietary modeling process combined with planner delivery and online tools and manages diverse portfolios with a long-term investment focus.

Vicki Ispas is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following a prior role at A. G. Edwards & Sons, Inc. from 2005 to 2008. Additionally, she serves as a trustee for a family trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Joseph Meccia is a financial advisor with LPL Financial in Seminole, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at INVEST Financial Corp and Morgan Stanley DW Inc. He has been with LPL Financial since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions through a large network of advisors.

Kristin Bonnell is a financial advisor with Edward Jones in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Richard Azan is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones for five years. His career also includes roles in academic support at Florida International University and its Student Academic Success Center. 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a wide range of portfolio management styles and affiliated research.