Kimberly Jackson Fernandez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and also maintains a role at Accurate Advisory Group since 2014. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering a mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Allyson Snow is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at J.W. Cole Advisors and Axa Advisors LLC. Outside of finance, she owns Tampa Bay Yogi, LLC, where she hosts yoga and fitness events and classes. 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 a range of financial planning and consulting services supported by comprehensive research and a diverse set of portfolio management strategies.

Matthew Robichaux is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tampa, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Levine Legacy Group and various other firms, along with experience in education and service industries. He is also involved as an associate at Phoenix Financial Partners, a supporting business within his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, corporations, and charitable organizations. The firm offers tailored, non-discretionary consulting and employs analytical tools to guide client goals, while supporting municipal and public-finance work through a unique affiliation with a municipal advisor.

Tori Lewis is a CFP® professional with 28 years of industry experience, currently with LPL Financial since 2023. She previously worked at Spc and Sigma Financial Corporation from 2014 to 2023. Outside of financial advising, Lewis is also involved in tax preparation and accounting through At Your Service Tax & Accounting, Inc., a business she has operated since 1991, and she pursues activities as an artist and musician. 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 range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Seema Ramroop is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, Bank of America, Merrill, and Morgan Stanley. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Nathaniel Jones is a CFP®-designated financial advisor with Wells Fargo Advisors in Saint Petersburg, FL, bringing 12 years of industry experience. He has worked with Wells Fargo Clearing Services since 2019 and Wells Fargo Bank since 2010, and previously spent five years at Hamilton Capital. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations based on proprietary research and planning tools, with a variety of planning options including niche services for clients with specific needs.

Joshua Sclafani is a financial advisor at Raymond James & Associates with seven years of industry experience. He has held roles within Raymond James Financial Services since 2017 and previously worked at Convergence Consulting Group for three years. He holds the Series 66 designation and is based in St. Petersburg, 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nicholas Keating III is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked at Primerica Financial Services since 1991 and at PFS Investments Inc. since 1983, with a brief tenure at Appointments 4 Advisors in 2020. Outside of investment advising, he is involved in sales related to home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-based strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Danielle Delgado Ellison is a financial advisor with Raymond James & Associates in St. Petersburg, FL. She holds Series 63 and Series 66 designations and has 20 years of industry experience, including 16 years with Raymond James & Associates. 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 services.

Andrew Phillips is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 25 years of industry experience. He has been with Raymond James since 2006 and co-founded Cook & Phillips Financial Group in 2006. Outside of advising, he is also an insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors while maintaining specialized municipal and SIMPLE IRA advisory services.

Jessica Williams is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2014, with a one-year tenure at BofA Securities in 2019. Outside of her advisory role, she is a General Partner and Managing Member of an LLC that manages her family’s property to support her mother’s assisted living expenses. 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 plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Kirk Thiel is a Wealth Management Advisor at Merrill Lynch Wealth Management in Countryside, Florida. He has been with Merrill Lynch since 2017, following five years in the asset management industry. In his role, Kirk develops customized financial strategies for high-net-worth individuals, families, and business owners, focusing on creating financial plans aligned with their personal goals. His approach centers on goals-based planning, addressing key concerns such as abundance and legacy. Kirk's expertise includes family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. He holds a Bachelor of Science degree in Finance and Real Estate from Florida State University and maintains professional designations as a Certified Financial Planner (CFP) and Personal Investment Advisor (PIA). Kirk is affiliated with the Florida State University Alumni Association and the Tampa Bay Seminole Club. Outside of his professional work, Kirk is engaged in his local community and volunteers with organizations in the area. He enjoys basketball, boating, football, skiing, traveling, and spending time with his wife Stephani and son Everett in St. Petersburg.

Matthew Allen is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Janney Montgomery Scott for 16 years before joining Raymond James in 2018. 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, offering financial planning, investment consulting, and institutional advisory services with a focus on tailored, non-discretionary strategies supported by extensive research and a wide range of portfolio management options.

Peter Skordilis is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012, working at Jpmorgan Chase Bank, N.A. since 2001. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Yelena Peshko is a financial advisor with Raymond James & Associates in St. Petersburg, FL. She holds a Series 66 designation and has 13 years of industry experience, including 11 years at her current firm. 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 specialized municipal advisory services.

Scott Angle is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. His career includes long tenures at Equitable Advisors and Axa Advisors. Outside of his advisory role, he is involved in independent insurance agencies and owns wealth management and other business entities in Oldsmar, Florida. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Charles Riggs is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. He is based in Palm Harbor, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Kristin Casey is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. Her career includes multiple tenures at Morgan Stanley as well as roles at Wells Fargo Clearing, Merrill, and A. G. Edwards & Sons, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory services, utilizing structured processes and firm-approved tools to tailor strategies for its clients.

Dalton Brown is a financial advisor with LPL Financial in Clearwater, FL, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2021 and has prior experience with Michael R. Nelson Jr. and Waddell & Reed Inc. 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 wide range of financial planning and investment services through a large network of advisors, utilizing various portfolio strategies and technology tools.

Robert Pisaneschi is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Bank, JP Morgan Securities, Bank of America, and Merrill. Outside of his advisory role, he owns and operates BP Customs Inc., which sells products on Amazon, and Pulse Productions Group, a video production company focused on cars. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary investment services tailored to plan objectives and risk tolerances.