George Banks is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Raymond James Financial and Scottrade, Inc. prior to his current role. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers tailored financial planning and consulting services through a range of portfolio management styles and affiliated research resources.

Robert Torris is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services Advisors, Inc., Bluewater Financial, and Morgan Stanley. Outside of his advisory role, he is involved with RVTCHARWELL, Inc., a business entity unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management services through a large network of investment adviser representatives.

Matthew Borasch is a financial advisor at Ameriprise with 20 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and its related entities since 2006. Borasch serves on the Board of Directors of the Tampa Bay Seminole Club, where he has also held the position of Past-President. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on income stability and tax-aware withdrawal strategies.

Brendan Patrick is a financial advisor with OSAIC, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018, with prior roles at Signator Investors, Inc. and Transamerica Financial Advisors. Outside of his advisory work, Patrick serves as an investment consultant for GFA Financial Group, LLC, focusing on administrative assistance, analysis, and client relationship management. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization and supports a wide range of program offerings, including third-party money managers and proprietary models.

Mary Louise Ferguson is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding a Series 66 designation and with 25 years of industry experience. She has been with RBC Capital Markets since 2009 and also works with City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to clients' risk profiles using a mix of in-house and third-party managers.

Joseph Brace is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Primerica Advisors since 2016 and has a background that includes work at 13-Coins from 2015 to 2017. Outside of investment advisory, he is involved in sales of home security, automation, and loan products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management to individual and high-net-worth clients through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

Dawson Goldman is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has previously worked at Equitable Advisors and held various roles outside the financial sector, including positions at Enterprise Holdings and Akerman LLP. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Brittany Bartlett is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 14 years of industry experience. She has been with various Raymond James entities since 2012. 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, institutions, and corporations. The firm uses tailored, non-discretionary planning and risk profiling tools to support client goals and offers specialized services such as municipal advisory work and a SIMPLE IRA Employer Advisory & Consulting Services program.

Daniel Kemler is a financial advisor with Raymond James & Associates. He holds a Series 66 designation and has 17 years of industry experience. He has been with Raymond James & Associates since 2007. 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 clientele, including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Caden Fletcher is a Series 66-registered financial advisor with LPL Financial, based in Sun City Center, FL. He has been with LPL Financial and Good Life Financial Advisor of Tampa Bay since 2023. Prior to his advisory roles, he worked at The Bog Golf Course and Heritage Isles Golf Club. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and advisory assets exceeding $819 billion.

Ryan Matiyak is a CFP® and ChFC® with 25 years of industry experience, currently affiliated with Cetera. His career includes roles at Minnesota Life and Securian Financial Services, as well as long-term involvement with The Continuing Education Academy and Harrelson Holdings Inc. He also operates OMNI Financial Services, a financial services business. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts, offering diverse portfolio management and financial planning solutions through a large network of independent advisors.

Ana Dominguez is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, following eight years at Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

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.

Andrew Mc Ilvaine is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and having nine years of industry experience. He previously worked at Morgan Stanley and Cushman & Wakefield. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, using a range of portfolio management styles supported by affiliated research and sub-advisers.

John Shonk Jr. is a financial advisor at Edward Jones in Tampa, FL, holding a Series 66 designation with five years of industry experience. His prior work includes a 20-year career in the United States Air Force and time at Fisher Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors and 15,000 branch offices. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

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.