Amie Quattrocki is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and related entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services through a network of advisors, using proprietary research and tools to develop tailored recommendations.

Patrick O'Connor is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2001 and serves as a director and member of the executive committee at Junior Achievement, where he is also involved in the finance and investment committees. 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, investment consulting, and institutional fiduciary services.

Tristen Hasson is a financial advisor at Raymond James Financial with Series 66 credentials. He has less than one year of industry experience and is concurrently affiliated with Frey Masterson Investment Advisors. Prior to his current role, he has held positions at several firms including Northwestern Mutual Investment Management and Bernardo Wealth Planning LLC. Hasson is also involved in studying for additional licenses and supports financial planning activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA employer services.

Jeremy Jones is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and nine years of industry experience. His prior work includes positions at Morgan Stanley Private Bank and Valic Financial Advisors. Raymond James & Associates is a large, dual-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, providing tailored financial planning and consulting services with a range of portfolio management styles and affiliated research.

Seth Bolno is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, he supports his wife's personal training business by managing her business records and deposits. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles and affiliated research, along with municipal advisory services and employer retirement plan consulting.

Salvatore Di Natale II is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2023. Prior to that, he was affiliated with Securities America in various capacities and has experience outside finance, including five years at ABC Hardware and Rental. 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 investors, and municipal entities, offering financial planning and consulting through various specialized programs and portfolio management styles.

Richard J. Cotton is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in financial services. As a Senior Portfolio Manager, he manages discretionary portfolios through his own personalized or defined strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. His approach focuses on family wealth management, investment consulting for defined contribution plans, personal retirement planning, portfolio management services, and retirement income strategies. Rick Cotton holds the Chartered Financial Analyst® (CFA®) designation, along with certifications as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from the University of Florida and a master's degree from Nova Southeastern University. A lifelong resident of Florida, he is married and has two grown daughters. In addition to his professional work, Richard is active in community service through participation in organizations such as Rotary. His personal interests include fishing, football, and traveling.

Keith Rust is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2011 and also works with Raymond James Financial Services. Rust serves on the board and Finance/Investment Committee of The Florida Orchestra, a nonprofit organization. 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, and offers financial planning and consulting services supported by a broad range of investment management styles and affiliated research.

Heath Howell is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and previously worked at T. Rowe Price for nine years before joining Raymond James. 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 financial planning and non-discretionary investment consulting supported by a nationwide network of advisers.

Todd Demko is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 63 designation and previously worked at Flaharty Asset Management, LLC and LPL Financial, LLC. He serves as Treasurer on the Board of Directors for the Rotary Club of Safety Harbor Noon Foundation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations through a centralized team working alongside advisors.

Sotiraq Qirjollari is a financial advisor with LPL Financial in Oldsmar, FL, holding a Series 66 license and 14 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Cetera Investment Services, Regions Bank, and PNC Wealth Management. He also operates SQ Wealth Management, an entity used for tax and investment purposes. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research, technology tools, and diverse investment strategies.

Michael Dunlap is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC and Applus IDIADA Karco. 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 charitable organizations, providing financial planning and consulting services with a variety of portfolio management styles and affiliated research.

Trevor Glassman is a Series 66 licensed financial advisor at Fidelity in Clearwater, FL, with one year of industry experience. Prior to joining Fidelity Investments, he worked in various roles including at Coastal Cards and Wag, and has operated an entertainment business for five years alongside other ventures. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm also serves registered investment companies and delivers model portfolios to intermediary platforms.

Garrett Sweeterman is a Financial Advisor with Merrill Lynch Wealth Management, serving families and businesses in the St. Pete community. He focuses on understanding his clients’ financial priorities to provide appropriate solutions aimed at achieving their goals. Garrett emphasizes honest and authentic financial advice as a cornerstone of his practice. Garrett holds a Bachelor's Degree from Florida State University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he enjoys baseball, basketball, boating, fishing, football, scuba diving, and spending time with his family.

Gerri Price is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Raymond James since 2004, including 13 years with the firm’s advisory division. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and uses advanced analytical tools to support client goals, with specialized offerings in municipal and public finance as well as SIMPLE IRA Employer Advisory programs.

Steven Wilcox is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Raymond James since 2015. In addition to his advisory role, he has been involved in education, teaching at Pinellas County Schools and Northeast High School. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting through various programs and provides access to a range of portfolio management styles supported by affiliated research and sub-advisers.

Lixanelle Roman Valentin is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing, Bank of America, and Merrill. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Philip Cox is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 65 and Series 66 designations and has been with Raymond James 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 and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Nicholas Azzarita is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks, and Menninger and Associates, as well as work outside the financial industry at Old Ox Brewery and Christopher Newport University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional clients, and municipal entities. The firm offers a range of financial planning and consulting services, utilizing various portfolio management styles supported by affiliated research and model managers.

Robert Chiavacci is a CFP® professional with 43 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has held prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Chiavacci is a managing partner at CN Wealth Management, an independent firm he co-founded, and serves as a trustee for the Chiavacci Family 2015 Irrevocable Trust. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and charitable clients, using analytical tools and risk profiling to guide non-discretionary advisory services.