Braeden Eubanks is a Series 66 licensed financial advisor at J.P. Morgan Securities with two years of industry experience. He has worked at several firms including Cetera and Minnesota Life Insurance Company. Outside of financial services, he has experience working with University of Iowa Catering. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities through affiliated entities.

Crystal Bahr is a Series 66-licensed financial advisor at Merrill with 20 years of industry experience. She has been with Merrill since 2008 and is based in Tampa, FL. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Wendy Myers is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2004. Raymond James & Associates, Inc. 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, and offers financial planning, investment consulting, and institutional fiduciary services.

Richard Marcatos is a CFP® with 30 years of experience in the financial services industry. He is currently with Morgan Stanley and has previously worked at UBS Financial Services. Outside of his advisory role, he is a passive investor and sole proprietor of a restaurant/bar/nightclub business in Clearwater Beach, Florida. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Kevin Jones is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2019. Prior to that, he was with Online Trading Academy for two years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets for a diverse client base, including individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Laurence Buck is a Series 66-licensed financial advisor at Edward Jones in Estill, SC, with 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as Co-Chairman of Friends of NRA Pinellas County, FL, where he coordinates fundraising events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products, operating under a fiduciary standard.

Le Brielmaier is a financial advisor at Raymond James & Associates with 10 years of industry experience and holds the Series 66 designation. He has worked at Raymond James & Associates in multiple periods since 2014, with a brief tenure at Ellevest in 2022. 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, non-discretionary investment consulting, and specialized municipal advisory services.

Jonathan L. Crevasse II is a Wealth Management Advisor and Senior Portfolio Advisor with the Penny Crevasse Group at Merrill Lynch Wealth Management in Tampa, Florida. He has been advising affluent individuals, business owners, and corporate executives since 2015, with experience spanning multiple states and international locations including Perth, Australia. Jonathan works closely with clients to develop bespoke financial strategies tailored to individual goals and life priorities. In collaboration with firm specialists, he provides guidance on long-term planning incorporating tax minimization and estate planning. His role includes overseeing both asset accumulation and distribution phases, addressing legacy planning and generational asset transfer strategies. His expertise areas include family wealth management, legacy planning, new wealth management, personal retirement planning, portfolio management, tax minimization, retirement income, and serving specialized sectors such as women and wealth, sports, and entertainment. He earned a Bachelor of Science degree in Business Management from St. John's University in 2012, where he was on the dean's list. Jonathan holds professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA).

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.

Jerome Morgano Jr. is a financial advisor with Ameriprise in Apollo Beach, FL, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in auto racing through Venomous Motorsports LLC and manages his practice expenses via JM2 Management LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

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.

Danijela Grgic is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2010. Outside of her advisory role, she is involved in managing a supplement company and overseeing a 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 organizations.

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.

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 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.

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 at Merrill Lynch Wealth Management, where she supports The Valdes Group. She focuses on relationship management, investment model development, and business development, working with individuals, entrepreneurs, families, and businesses to address their wealth management needs. Alexandra contributes to the team's multigenerational education and support initiatives. She joined Merrill and The Valdes Group in February 2018 after developing her client management career at Kforce in Atlanta. Alexandra graduated 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 was born and raised in Tampa, Florida, and maintains active community involvement with organizations such as Habitat for Humanity, Metropolitan Ministries, and Operation Healing Forces. In January 2024, Alexandra and her team were ranked #1 in North Florida on the Forbes "Best-in-State Wealth Management Teams" list for the second consecutive year, and in November 2023, they were ranked #13 on Forbes "America's Top Wealth Management Teams Private Wealth" list for the second consecutive year.

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.

Lisa Strohm is a CFP®-certified financial advisor with 20 years of industry experience. She is currently with LPL Financial and previously worked at Good Life Advisors, LLC, Agili, P.C., Merrill, and Banc Of America Investment Services, Inc. She is also involved with Athena Network, a group focused on networking and advising women on financial concerns. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.