Dallas Nelson is a financial advisor with Raymond James Financial Services, Inc. in Saint Petersburg, FL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Florida Financial Advisors and non-financial positions in the service and hospitality sectors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers tailored, non-discretionary consulting supported by advanced analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Joseph Huenke is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Prudential Equity Group. Huenke is a partial owner of Tidewater Private Wealth Advisors, a wealth management firm based in Clearwater, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Casey Beckett is a financial advisor at Fidelity with Series 63 and Series 65 credentials and less than one year of industry experience. Prior to joining Fidelity, Beckett worked in various non-financial roles including positions in the hospitality industry and attended Coastal Carolina University. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves a diverse client base and is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of advanced technologies such as AI in its research.

Philip Townsend is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 63 designation and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Townsend is involved as an officer in Coconut Grove MHP LLC, a real estate-related business based in Key West, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates proprietary tools and market simulations.

Barrett White is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and previously worked at Hildene Capital Management and Crews Investment Bank. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Paul Grande is a financial advisor at LPL Financial with 40 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Financial in 2026, he worked at Ameriprise Financial Services from 2010 to 2026 and Morgan Stanley from 1991 to 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

James Martin is a financial advisor at Cetera with 16 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His previous roles include positions at Regions Bank, Lincoln Financial Advisors, Wells Fargo Clearing Services, and Morgan Stanley. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals across wealth levels, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

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.

Austin Linsky is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2020, progressing from Financial Consultant to his current role. Prior to joining Fidelity, Austin worked as a Financial Advisor at Robert W. Baird & Co. Incorporated from 2019 to 2020, and as a Financial Solutions Advisor - Assistant Vice President at Merrill Lynch from 2014 to 2019. As a Certified Financial Planner™, Austin partners with clients and their families to develop comprehensive financial plans and investment strategies tailored to their lifestyles and legacy goals. He emphasizes understanding clients' long-term needs and delivering a focused, client-centered experience. Outside of his professional work, Austin enjoys activities such as fishing, golf, skiing, and exploring culinary interests.

Marco Sandusky is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018. Prior to his financial services career, he spent eight years at the Hillsborough Area Regional Transit Authority. Sandusky serves as Deputy Grand Knight on the Board of Directors for Knights of Columbus Council 7621. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax-efficiency and adaptive withdrawal strategies.

Gary Coughlin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Raymond James since 2017 and previously spent five years with Guckenheimer. 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, investment consulting, and institutional fiduciary services through a broad range of portfolio management styles and affiliated research.

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.

James Hirschberger is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and over 37 years of industry experience. He has been with Raymond James in various capacities since 1995 and also led Hirschberger Financial Services as branch manager and president. Outside of his advisory work, Hirschberger is involved in beekeeping through his ownership of Love Bee Apiary. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm employs non-discretionary planning and consulting tailored to client goals and maintains distinct offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Tristan Cooper is a financial advisor at Fidelity with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Cadence Bank and Florida Financial Advisors, and also worked at Esplanade Golf & Country Club. Outside of his advisory work, he sells clothing on an online platform. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction and serves a broad client base through systematic investment approaches.

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.