Rebecca Chicco is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. She has been with Raymond James & Associates since 2018 and previously worked at ChenMed Dedicated Senior Medical Center and East West College of Natural Medicine. Outside of finance, she maintains a licensed acupuncture practice, primarily serving friends and family and conducting community workshops. Raymond James & Associates is a dual-registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by extensive research and an integrated affiliate network.

Gilbert Schisler is a financial advisor with Raymond James Financial in Temple Terrace, FL, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at USAA Financial Advisors and USAA Investment Management Company. Outside of his advisory work, he is involved in selling products on eBay on a part-time basis. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm focuses on non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Robert Blenis is a financial advisor with Raymond James Financial, holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2003. Outside of his advisory role, he serves as Elder Board Chairman at Northside Baptist Church, where he oversees board activities and pastoral care. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client interviews, risk profiling, and firm research.

Richard Meadows is a financial advisor with Wells Fargo Clearing, holding CFP®, Series 63, and Series 65 designations. He has 33 years of industry experience, including more than a decade with Wells Fargo firms. Meadows serves as an executor for a family estate in addition to his advisory work. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through its network of over 14,000 financial advisors and offers both brokerage and advisory solutions.

Mark Remund is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. His prior experience includes a decade at Scottrade, Inc. before joining Raymond James in 2019. 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 tailored financial plans and investment recommendations, supported by institutional consulting and public finance capabilities.

Lawrence Hamrick Remboski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Lawrence is based in Redington Shores, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven, incorporates modern portfolio theory, and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Maximilian Ford 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 Morgan Stanley and in roles outside finance, including at Peltz Shoes and a CPA firm. 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 asset-allocation analyses through its Wealth Advisory Services Program and serves municipal clients through its Institutional Fiduciary Solutions division.

Craig Decker is a financial advisor with Raymond James & Associates in Saint Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at RBC Capital Markets Corporation for eight years before joining Raymond James in 2016. Outside of his advisory role, Decker is an owner and officer of Skeleton Horse Racing LLC. 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 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutional clients, and government entities, through a non-discretionary advisory model.

Raoul Schneider is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a legal entity that supports his practice operations and is involved in real estate ownership in the Clearwater Beach area. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement with significant investable assets, combining research-driven strategies and tax-efficient withdrawal analysis. As a large institutional firm, Ameriprise provides a comprehensive range of advisory, brokerage, and insurance solutions through its affiliated companies.

Seth Hoffman is a financial advisor with Raymond James & Associates in Riverview, FL, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Raymond James Financial Services, Inc. and Raymond James & Associates since 2017, following six years at Invest Financial Corporation. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs, with a focus that includes municipal clients and public financing activities.

Glenn Caldwell is a Certified Financial Planner (CFP®) with 25 years of experience in the financial industry. He has been with Wells Fargo Clearing and Wells Fargo Bank since 2016 and previously worked at Wells Fargo Advisors. Outside of his advisory work, he serves as a personal representative for his mother. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to guide investment selections and provides both brokerage and advisory solutions.

Timothy Killgoar is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and has worked with various branches of Raymond James since 2008. Outside of his advisory role, he is the manager of Southpaw 21, LLC, a business entity established to hold real property not intended for income generation. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and government entities. The firm provides wealth advisory and investment consulting through non-discretionary planning, supported by a broad affiliate network and a notable presence in municipal and public finance.

Dipti Dastidar is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2018, and Raymond James and Associates since 2017. Prior to that, she was affiliated with GF Investment Services, LLC and Global Financial Private Capital, LLC from 2015 to 2017. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and investment recommendations, supported by institutional consulting and public finance capabilities.

Kimberly Geiger is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Fidelity Personal and Workplace Advisors before joining Raymond James in 2019. Outside of her advisory role, she sells clothing online through the Poshmark platform. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporations, and municipal entities, offering tailored financial plans and institutional consulting services.

Jason Wolgemuth is a financial advisor with Edward Jones in Largo, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Raymond James for 16 years before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Cooney is a financial advisor at Morgan Stanley with 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Cooney holds Series 63 and Series 65 licenses. 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 manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by risk modeling tools.

David Schreck serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2006, providing financial advisory services to his clients. His expertise is supported by his professional designations, including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). David earned his bachelor's degree in finance from Auburn University, graduating cum laude. Alongside his professional commitments, he is an instrument-rated pilot and engages in boating, mountain biking, and traveling. He resides in Clearwater Beach, Florida, with his wife and two daughters.

Matthew Kuraya Ziyadeh is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and has worked previously at USAA, Morgan Stanley, and E*TRADE Securities. He is based in St. Petersburg, Florida. 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 offers wealth advisory planning and investment consulting services to a diverse client base, including individuals, institutions, and government entities, and is known for its municipal and public finance capabilities alongside an extensive affiliate network.

Haywood Tellis is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding a Series 63 designation and bringing 36 years of industry experience. His background includes nearly three decades at MetLife Securities Inc. and over a decade with MassMutual Life Insurance Company. Outside of his advisory role, he operates as an independent insurance agent and runs Tellis and Tellis Insurance LLC, focusing on homeowners insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs, emphasizing collaborative, annual client relationships and goal-based strategies.

Christopher Mergardt is a financial advisor with Wells Fargo Clearing in Tarpon Springs, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has additional experience with Wells Fargo Bank and Wells Fargo Advisors, LLC dating back to 2015. Outside of his advisory role, he serves as a power of attorney assisting with legal and financial matters for a family member. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm uses an investment policy statement–driven approach grounded in modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options in its investment menus.