Patrick Carey is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 66 designation and previously worked at Lord Abbett & Co. LLC. Outside of his advisory role, he is a limited partner in several commercial rental property ventures in Maine that provide housing for market rate lower income individuals. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment approach with a five-member committee, utilizes tax-aware processes, and manages risk using a range of defensive tactics.

Gasper Flores is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He has held his current roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2013. He holds the Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

My Edmonds is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2014. He is a board member and finance/investment committee member of the nonprofit Gulf Coast JFCS. 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 governmental clients, offering both non-discretionary advisory and institutional fiduciary solutions.

Brian Montalbano is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 designations and has 31 years of industry experience. His work history includes roles at Synovus Securities, Synovus Bank, SunTrust Advisory Services, and Pinnacle Bank before joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, delivering investment advice primarily through advisory representatives using proprietary research, model portfolios, and third-party strategists. The firm offers a platform that integrates advisory programs with brokerage and insurance products, along with lending services.

Jonathan Bik is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he focuses on delivering a comprehensive wealth management approach that begins with understanding clients and their families, financial situations, and priorities. He works to create customized strategies that adapt to clients’ evolving needs and market conditions, leveraging Merrill’s investment insights and the banking services of Bank of America. Jonathan specializes in managing new wealth, personal retirement planning, tax minimization, and retirement income strategies. He collaborates closely with clients to align wealth management plans with their values and goals. His expertise includes retirement planning, 401(k) analysis, portfolio strategies, education planning, cash flow modeling, estate planning services, and tax minimization. He also facilitates access to banking support for large purchase financing as part of addressing clients’ broader financial needs. He holds a Bachelor’s Degree from the University of Kentucky and an MBA from Saint Leo College. Jonathan has earned several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he volunteers with the Florida Holocaust Museum and enjoys boating, football, golfing, ice hockey, music, reading, running, spending time with his family, and watching movies.

Brennan Lane is a financial advisor at UBS Financial Services with eight years of industry experience. He has previously worked at Sorrento Pacific Financial, LLC, and Community Bank. Outside of his advisory role, Lane manages an inactive AI-driven e-commerce business selling consumer products. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining proprietary market research and model-based asset allocations to tailor solutions aligned with clients’ goals and risk tolerances.

Deborah Barnes is a financial advisor at Robert Baird & Co. with nine years of industry experience. She holds a Series 66 designation and has been with Robert Baird since 2016. Outside of her advisory role, she is the proprietor of Moon Gazing, LLC, a small business. Robert Baird’s DDK Group, where she works, serves individuals, families, institutional clients, and charitable organizations by providing tailored financial planning and portfolio management services, including both discretionary and non-discretionary strategies.

Tobin Hom is a financial advisor with Raymond James & Associates in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 1993. Outside of his advisory role, he serves as a co-trustee for his family trust. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, corporations, and public entities. The firm offers wealth advisory planning and investment consulting through various programs, providing non-discretionary advice supported by extensive research and an integrated affiliate network.

Christopher Bartkus is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 53 years of industry experience. His career includes roles at Cetera Wealth Services, Summit Financial Group, and Compensation Programs Inc of Florida, where he has also served as president of an insurance agency offering life and health products. He acts as a notary and trustee of a family trust in addition to managing a commercial property with professional tenants. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform with access to affiliated and third-party investment models and reported over $256 billion in assets under management.

Kathy Burke is a financial advisor at Morgan Stanley with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, she is a sole proprietor involved in property management. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and integrates a variety of investment and planning strategies.

Shari Yvanna Banal is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she had roles at Zen Noodle Bar, Northrop Grumman, and TradePMR. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines extensive retail and institutional services with additional activities including private fund relationships and principal trading.

Andrea Register is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. Based in Tampa, FL, she provides investment advisory services through the firm’s managed account programs. Merrill offers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s investment approach includes model-based, discretionary, and tax-aware strategies supported by Merrill’s Chief Investment Office and affiliated managers.

Gerald Tacia is a financial advisor at Fidelity with Series 66 and Series 63 credentials and eight years of industry experience. His work history includes roles at Fidelity Investments, Raymond James Financial Services, and prior positions in education and management. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of AI in research.

Vincent Picciotto is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill since 2010, based in Tampa, FL. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America supports access to a broad range of products and services beyond typical investment offerings.

Katherine Gross is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds Series 65 and Series 66 designations. Her prior experience includes roles at Bank of America, N.A. and Merrill. Raymond James & Associates provides financial planning and investment consulting 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 asset-allocation analyses, with a focus on both retail and institutional advisory services.

Roberto Annoni Fuertes is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Carillon Fund Distributors, PennyMac Financial Services, and UBS. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships, with notable capabilities in public finance and municipal services.

Andrew Coughlin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2010. 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 wrap fee advisory programs and institutional consulting, with a notable focus on public finance and municipal work.

Patricia Balezentis is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes roles at Citigroup Global Markets, Salomon Smith Barney Inc., and TIAA-CREF prior to joining Raymond James in 2018. Raymond James & Associates provides financial planning and investment consulting services 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, serving both retail and institutional clients with a focus that includes public finance and municipal work.

Sean Stephenson is a financial advisor with Ameriprise Financial Services in Tampa, FL, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including Fisher Investments, Merrill, and BB&T. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients nearing or in retirement, providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

David Ochotorena is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2021. Prior to joining UBS, he worked at Sanford C. Bernstein & Co., LLC for 14 years. Outside of his advisory role, he is active in the Tampa community, holding leadership and board positions with Christ the King Catholic School, Tampa Bay Little League, and ELEVATE Tampa Bay. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management offerings and provides a broad platform including custody, underwriting, and capital markets services.