Kathlyn Diebel is a CFP® and holds a Series 66 license with nine years of industry experience. She is currently with Fidelity Investments, having previously worked at Ameriprise Financial Services, Inc. for six years. Kathlyn is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Andrew Teaf is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he serves as CEO and Treasurer of Cigar City Prime Investments, LLC, a business involved in real estate and moving and storage investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing tailored financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Matthew Nagel is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2017. Prior to that, he was with Kelly Services USA LLC for two years. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Erik Keim is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at Raymond James since 2014, including his current role since 2020. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and various organizations. The firm provides tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Thomas Keech is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2005. Outside of his advisory work, he is a personal owner of residential rental real estate. 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, providing financial planning, non-discretionary investment consulting, and institutional consulting, supported by a broad network of advisers and a range of portfolio management styles.

Matthew Tatham is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fisher Investments, Robinhood Financial, and Fidelity Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Michael Kuruzovich is a financial advisor with Wells Fargo Clearing in Largo, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Prudential Equity Group, LLC from 1996 to 2003. 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 and analytics.

Annlouise Bleecker is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2017, following a year with Franklin Templeton Investments. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting services supported by extensive research and a broad range of portfolio management strategies.

Joseph Sheppard is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Raymond James & Associates since 2018 and previously spent four years at Tampa Blue Tide. 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, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a broad range of portfolio management styles and affiliated research.

Dana Dodak is a financial advisor at Raymond James & Associates with two years of industry experience and holds the Series 66 designation. Prior to joining Raymond James, Dana worked in physical therapy and hospitality sectors. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Lynne Whitehead is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and 23 years of industry experience. Her career includes eight years at T. Rowe Price Advisory Services and over a decade with Raymond James and its affiliated entities. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Joshua Shulman is a CFP® with 27 years of industry experience and is associated with Raymond James Financial in St. Petersburg, FL. He has held roles at multiple firms, including Wells Fargo Clearing and Banc of America Investment Services, and has been involved with Sherpa Wealth Planners, LLC since 2016. Outside of his advisory work, he is the owner of Sherpa Wealth Partners, LLC, which provides financial advisory and investment support. 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, corporations, and institutional investors. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal and public finance, SIMPLE IRA employer advisory services, and targeted industry partnerships.

Charles Keeley III is a financial advisor at Edelman Financial Engines with 11 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Raymond James Financial Services, Fidelity Personal and Workplace Advisors, JP Morgan Chase Bank, and Northwestern Mutual Investment Services. Keeley is also the CEO of Keeley Integrated Services & Solutions LLC, a business focused on selling software licenses to government entities, though it has not yet conducted any sales. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm emphasizes a committee-driven investment process, diversified portfolios, and offers both discretionary and non-discretionary management, serving approximately 477,000 clients with around $326 billion in assets under management.

Vicki Ispas is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following a prior role at A. G. Edwards & Sons, Inc. from 2005 to 2008. Additionally, she serves as a trustee for a family trust. 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.

Joseph Meccia is a financial advisor with LPL Financial in Seminole, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at INVEST Financial Corp and Morgan Stanley DW Inc. He has been with LPL Financial since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions through a large network of advisors.

Kristin Bonnell is a financial advisor with Edward Jones in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Richard Azan is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones for five years. His career also includes roles in academic support at Florida International University and its Student Academic Success Center. 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 clients, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a wide range of portfolio management styles and affiliated research.

James Dowdell III is a financial advisor with Merrill in Saint Petersburg, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley and Crothall Healthcare, as well as a period working with the Texas Rangers. Dowdell has been with Merrill and Bank of America since 2019. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Deborah Cicatelli is a financial advisor with Raymond James & Associates in St. Petersburg, Florida, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC, Morgan Stanley & Co. LLC, and Morgan Stanley DW Inc. She serves as a committee member for the Edge Water Reserve Homeowners Association. 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 customized financial planning and advisory services supported by a range of portfolio management approaches and affiliated research.

Shelley Borm is an investment advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 12 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, JPMorgan Securities LLC, and JPMorgan Chase Bank. She is also involved in non-variable insurance activities related to her work with Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutions. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.