Muhamed Resic is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 66 and Series 63 licenses and having 10 years of industry experience. His prior experience includes five years at T. Rowe Price before joining Raymond James in 2020. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing 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 solutions with a non-discretionary approach that incorporates firm research and a variety of portfolio management styles.

Amanda Infante is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Insigneo. Her background also includes several years in education at the University of Florida and local schools. 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, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Jose Marrero Jr. is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Charles Schwab Bank, Charles Schwab, and USAA Investment Management Company. Raymond James & Associates 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, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Jared Lohden is a Series 66-licensed financial advisor with J.P. Morgan Securities and has 14 years of industry experience. He has worked with various entities within the J.P. Morgan organization since 2011, including JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Todd Giere is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has served at Next Financial Group Inc. since 2000 and joined LPL Financial in 2025. Outside of advisory work, Giere is a board member and development chair for Robins Nest Children's Home, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios and research from multiple sources.

Andrew Skinner is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and five years of industry experience. His background includes roles at The Vanguard Group and experience in the golf industry. 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, institutions, and municipal entities, offering financial planning and consulting with a variety of portfolio management strategies.

Peter Currie is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63, 65, and 66 designations. Prior to joining LPL Financial, he worked at T Rowe Price, SagePoint Financial, and TransAmerica Financial Advisors among other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios.

Robert Matacchiero is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Cetera and its affiliated entities since 2016, and previously spent over two decades at Investors Capital Corp. Additionally, he serves as president of a condominium association board and is involved in the sale of fixed insurance products. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement plan services, with access to both affiliated and third-party managers across discretionary and non-discretionary program structures.

David Moffatt is a financial advisor at Cetera with 10 years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated entities since 2022, following six years at Raymond James. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers portfolio management, financial planning, and various retirement services through a multi-manager platform, supporting a range of program structures and custodial relationships.

Kevon Musgrove is a financial advisor with Raymond James Financial in Clearwater, FL, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Keybridge Wealth Management and Florida Financial Advisors. He is also associated with CN Wealth Management/Keybridge Wealth Management as a financial advisor. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains a municipal advisory affiliation that supports public-finance work.

Jozsi Popper is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 28 years of industry experience. He has been with Raymond James & Associates since 2001. 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, offering financial planning, investment consulting, and specialized municipal advisory services.

Linda Read is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial in Tampa, FL, where she has worked since 2010. Her prior experience includes a three-year period at Juice Plus. Outside of financial advising, she serves as a board member for HCA Florida Trinity Hospital. LPL Financial is a national SEC‑registered investment adviser and broker‑dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio strategies supported by both in-house and third-party research.

Dominique Ingold is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Raymond James & Associates since 2008. 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 charitable organizations, offering financial planning and investment consulting through various programs and an extensive affiliate network.

Rebecca Johnson is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Johnson serves on the Board of Directors and Finance Committee of Oakhurst UMC and consults as an independent financial advisor outside of her primary firm. Ameriprise is a large institutional firm offering retirement-income planning services tailored to individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations delivered in partnership with clients’ advisors.

Kyle Huber is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 65 and Series 63 credentials and having 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019 and was previously with Jaffe Tilchin Wealth Management from 2014 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved planning tools.

Jacquelyn Metcalfe 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 in various capacities since 2013. Outside of her advisory work, she owns Nighty Noodles, LLC, a business providing sleep consultations and sleep plans for families with children who have trouble falling asleep. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services, delivering tailored, non-discretionary investment advice supported by extensive research and multiple portfolio management styles.

Anna Van Santvoord is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and previously worked at SunTrust Bank and in various roles including at Families & Children Together (F.A.C.T.). Raymond James & Associates 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 municipal entities, offering financial planning and investment consulting primarily through non-discretionary advisory relationships supported by a range of portfolio management styles and firm research.

Zachery Sobel is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Morgan Stanley, he worked for six years at Cole, Scott, & Kissane, P.A., and has a background in law with a Juris Doctor from the University of Cincinnati College of Law. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a variety of advisory programs and financial planning services. The firm employs a structured planning process using firm-approved tools and supports broad retail and institutional offerings alongside specialized activities such as principal trading and private fund relationships.

Scott Bambach is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2014. 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles and affiliated research resources.

Victor Arruda Rosenshteyn is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch, Darwin Wealth Management, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.