Samant Sharma is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Samant organizes client wealth to empower achievement of desired life goals and brings a straightforward, client-focused approach to managing portfolios and addressing financial well-being. With experience serving a diverse clientele including physicians, entrepreneurs, corporate executives, and retirees nationwide, Samant specializes in areas such as college education planning, corporate benefits, family wealth management strategies, philanthropic planning, and services for endowments and non-profits. He maintains proactive client communication to manage lending solutions, insurance needs, estate planning, and tax considerations, drawing on the resources of Merrill and Bank of America. Samant earned a Bachelor's Degree from the University of Nebraska System and completed an Accredited Certificate Program at Boston University. He speaks English, Hindi, and Spanish. Outside of his professional role, Samant's personal interests include running, traveling, and yoga.

Henry Sly is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016, working across both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service for those nearing or in retirement. The firm's retirement income planning includes a written recommendation report and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

James Carroll is a CFP® professional affiliated with Morgan Stanley, with 17 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2022 and 2024, respectively. Carroll is also an officer of Carroll's Building Materials, Inc., a wholesale and distribution business in the construction sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm employs a structured financial planning process supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Clarence Milligan is a financial advisor with Wells Fargo Clearing in Saint Petersburg, FL, holding a Series 66 designation and 35 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 from Wells Fargo Investment Institute and third-party databases.

Daniel Montana is a Financial Advisor at Merrill Lynch Wealth Management, where he works closely with clients to develop personalized investment strategies aimed at pursuing their financial goals. He provides invest­ing advice and access to Bank of America's banking and lending services to support clients' comprehensive financial needs. Daniel's expertise extends across several client focus areas, including college and education planning, employee benefits planning, family wealth management, liquidity management, personal retirement planning, portfolio management, tax minimization, and retirement income. He emphasizes a one-on-one approach to define clients' goals and tailor portfolio strategies accordingly, adjusting them as clients' circumstances evolve. He holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Brick Township High School. Daniel communicates with clients in both English and Spanish. Outside of his professional role, he engages in activities such as cooking, running marathons, playing soccer, spending time with family, traveling, and watching movies.

Ryan Croyle is a Series 66-registered financial advisor with LPL Enterprise in St. Petersburg, FL, with three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Hancock Whitney Bank. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform that combines advisory programs with brokerage and insurance products.

Mariette Dayton is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader platform, providing access to a wide array of products and services.

Mario Traywick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has experience with Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including a Plan Level Investment Selection 3(38) discretionary option, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Karyn Mc Corry is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James Financial, Freedom Mortgage Company, Optimum Plus Home Health Care, and the Third Judicial Circuit Court of Michigan. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus on public finance and municipal work alongside its retail advisory services.

Marc Delia is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining LPL Financial in 2022, he worked for Lincoln Financial Advisors Corporation from 2015 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and services including discretionary and non-discretionary portfolio management supported by research from LPL and third-party subadvisors.

Autumn Bonsall is a financial advisor with Raymond James Financial Services, Inc. in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Raymond James since 2005. Outside of her advisory role, Bonsall serves as a committee member and board member of Jobsite Theater, a nonprofit organization, where she chairs the development committee. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipalities. The firm emphasizes tailored financial planning and non-discretionary investment consulting, supported by extensive research and a broad affiliate network.

Gregory Fallon is a financial advisor with Edward Jones in St. Petersburg, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient overlay solutions.

Gary Waldron is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His prior work includes 11 years at Citigroup Global Markets before joining Raymond James, where he has been affiliated with multiple firm entities since 2018. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm serves a diverse client base, including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting through a non-discretionary approach with access to firm-sponsored wrap fee programs and institutional consulting services.

Jeffrey Zientara is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at GF Investment Services LLC and Global Financial Private Capital LLC. Outside of his advisory work, he owns Hitokiri Studios LLC, a video and audio content production studio. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves individuals, institutions, and public entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis, supported by an extensive affiliate network and municipal finance capabilities.

Matthew Karpay is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, FTR Hospitality, Oxford Exchange, and O8O Studios. He is based in St. Petersburg, FL. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Bahi Beshara is a financial advisor with Raymond James & Associates in Clearwater, FL, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James & Associates since 2016 and previously worked at Achieva Credit Union for one year. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, while also offering institutional consulting and public finance services.

Kimberly Loux is a financial advisor with Raymond James & Associates, holding CFP® and ChFC® designations and over 18 years of industry experience. Her career includes roles at Raymond James & Associates and UBS Financial Services. Outside of her advisory work, she is also a part-time yoga teacher. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm offers tailored financial plans and investment recommendations, with a focus on both retail and municipal clients through its Wealth Advisory Services and Institutional Fiduciary Solutions divisions.

William Mackeeman V is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and 14 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory relationships and institutional consulting, with a notable focus on public finance and municipal work.

Cameron Ahari is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and previously worked for Nike, Inc. for nine years. Outside of his advisory role, he serves on the membership committee of the Stovall House, a private club in Tampa, and founded a society within the club called Racquet Club. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both retail and institutional clients through various advisory programs.

Linda Goodson is a Certified Financial Planner (CFP®) with 30 years of experience, currently affiliated with Morgan Stanley in Palm Harbor, Florida. She has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of her advisory role, she is a partner in Good Sun Enterprise, LLC, involved in real estate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models.