Alec Bogen is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Northwestern Mutual Investment Services, LLC. 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, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Oluwatoni Esinsinade is a financial advisor with Primerica Advisors, holding a Series 63 designation and 12 years of industry experience. He has been with Primerica Advisors since 2014 and Primerica Financial Services since 2013. Outside of his advisory role, he is CEO of Chief Cornerstone Associates, LLC, a non-investment-related business that provides tax filing services for Primerica businesses. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodial services.

Christine Schiferl is a financial advisor with LPL Financial in St. Petersburg, FL, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. She has been with LPL Financial since 2002. Outside of her advisory role, she is connected to a family business in property management through her husband. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technological tools such as machine learning.

Ryan Lau is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC. In addition to his advisory role, Lau is involved in several entrepreneurial ventures, including founding Bull & Bear Wealth Management Partners LLC and owning Angle-Lau Wealth Management. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a range of investment implementation options across multiple platforms, with both discretionary and non-discretionary strategies tailored to client objectives.

Carolyn Warner is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2012. In addition to her advisory role, she serves as trustee for her son’s trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports a large network of advisors with municipal and public-finance expertise.

Christian Crider is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Raymond James Financial Services and Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Wendy Hunt is a CFP® professional with 17 years of experience in the financial services industry. She has worked at LPL Financial since 2019, following seven years at INVEST Financial Corp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Joshua Cerezo is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 17 years of industry experience. He worked at Scottrade, Inc. for 10 years before joining Raymond James in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser supporting a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles and affiliated research.

Samantha Bugatch is a financial advisor with Merrill in Saint Petersburg, FL, holding a Series 66 designation and 19 years of experience at the firm. 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, pension plans, corporations, and charitable organizations.

Tyler Washington is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jeffrey Tyler is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds a Series 66 designation and has been with various Raymond James entities since 2004. He is based in St. Petersburg, FL. 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, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

David Henwood is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs and customizes investment strategies based on each client’s risk profile, utilizing a combination of in-house and third-party managers along with a range of portfolio management options.

Steven Wolters is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James and its affiliated entities continuously since 2015. 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 investors, and municipal entities—and offers financial planning, non-discretionary investment consulting, wrap fee advisory programs, and institutional fiduciary solutions.

David Steffensen is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 licenses with 20 years of industry experience. He worked at Fidelity Brokerage Services LLC for 15 years before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Joseph Mc Castlain is a financial advisor with Raymond James Financial, holding Series 66 and Series 65 designations and possessing 14 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2019 and previously worked at Mutual Of America Securities and Mutual Of America Life Insurance Company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and advisory services and supports municipal and public-finance work through a unique municipal advisor affiliation.

Kayla French is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Raymond James & Associates since 2016 and Raymond James Financial Services since 2018. Outside of her financial advisory role, she is involved with Zyia Activewear as a coach, helping clients find the correct activewear fit. 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 municipal entities, offering a range of advisory services with a focus on fact-based planning and a variety of portfolio management styles.

Thomas Meachum is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1999. He specializes in creating strategies for high-net-worth individuals and their families to help them meet their short and long-term financial goals. As a qualified Portfolio Manager, Thomas builds and manages personalized or defined investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, often managing these on a discretionary basis through the firm's Investment Advisory Program. He collaborates with clients' other professionals, such as attorneys and CPAs, to provide comprehensive retirement and estate planning services and to review the tax efficiency of portfolios. Thomas holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded by the Certified Financial Planner Board of Standards, a Certified Plan Fiduciary Advisor® (CPFA®) designation from the National Association of Plan Advisors, and other credentials including Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). He earned both his Bachelor of Science in Business Management and his Master of Business Administration (MBA) from the University of Tampa. He lives in Palm Harbor with his wife and children. Thomas supports several local charities and engages in volunteer work and philanthropic efforts in his community. He has served on the University of Tampa's Board of Trustees and on multiple alumni organizations, as well as serving as Chairman of the Administrative Council for Heritage United Methodist Church. His personal interests include golfing, skiing, traveling, mentoring, and coaching.

Julie Fisher is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding a Series 66 designation and 21 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide both discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to clients’ Advisory Risk Profiles.

Paul Martin is a financial advisor with LPL Financial in Dunedin, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He worked previously at Invest Financial Corporation for 11 years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and a variety of management options to meet client needs.

Oksana Nelson is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and with 11 years of industry experience. She has been with Raymond James firms since 2016, including six years at 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 individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.