Amy Hamilton is a financial advisor with OSAIC who holds Series 65 and Series 63 licenses and has 21 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. She also holds a part-time bartender position with the City of St. Pete for event functions. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services with various investment platforms. The firm utilizes advanced asset-allocation tools and supports a broad range of investment options and third-party managed accounts.

Joseph Rettig is a financial advisor with Ameriprise in Palm Harbor, FL, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Ameriprise and its predecessor entities since 1986. Rettig is also co-CEO of Vision Set LLC, a business focused on administration and management. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nicholas Santana is a financial advisor at Edward Jones in Tarpon Springs, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked in media with Nexstar Media Inc. and Heartland Media from 2017 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Samuel Wajner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has nearly four decades of experience in the financial industry, beginning his career in 1983 with a focus on municipal bonds. Over the years, he has worked with firms that evolved through acquisitions to become RBC Wealth Management, a division of the Royal Bank of Canada, before joining Merrill Lynch Wealth Management in 2008. His approach centers on providing diverse clients with comprehensive advice and guidance across all aspects of wealth management, utilizing Merrill's proprietary Personal Wealth Analysis™ to align clients' goals with their assets. Mr. Wajner holds a bachelor's degree from Montclair State University and possesses multiple professional designations and licenses, including Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He holds representative and principal registrations with FINRA and NYSE, including Series 7, 9, 10, 24, 53, 63, and 65, as well as Life and Health Insurance licenses. His expertise includes retirement planning, family wealth management strategies, portfolio management, socially responsible and ESG investing, and planning for various client demographics such as women, ultra-high net worth families, and LGBT clients. Outside of his professional activities, Samuel resides in Somerset County, New Jersey with his family. He engages in community involvement through organizations like Habitat for Humanity, Junior Achievement, and Wheelers for the Wounded. His personal interests include adventure sports, hiking, traveling, classic cars, and off-roading with his family.

Eric Coyner is a financial advisor at Charles Schwab with 14 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Charles Schwab in 2020, he worked at USAA in various advisory and financial planning roles from 2013 to 2020. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and a formal alternative investment process.

Erick Martiak is a financial advisor at Edward Jones with six years of industry experience. Before joining Edward Jones in 2019, he spent 20 years with Solar-Mite Electrical Contractors, Inc. He is licensed with the Series 66 credential. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Amber Zinser is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and eight years of industry experience. She has been with Raymond James Financial, Inc. since 2015. 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, supporting both discretionary and non-discretionary advisory relationships.

Adam Tottle is a financial advisor at Fidelity with eight years of industry experience. He has previously worked at Ameriprise Financial Services and T. Rowe Price, and earlier was employed in the hospitality sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Laura Sullivan is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has worked primarily at Raymond James and Wells Fargo throughout her career. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, with a focus on non-discretionary financial planning and institutional consulting services.

William Walters III is a financial advisor with Ameriprise in Tampa, FL, holding a Series 63 designation and 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is also employed at Eliah Ewing Enterprises, PLLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement planning advice through a centralized service team working alongside clients' advisors.

Robert Goff is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 1996. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, and municipal clients. The firm provides tailored financial plans and investment recommendations, with additional services in public finance, institutional consulting, and municipal advisory work.

Walter Hiel is a financial advisor with LPL Financial in Largo, FL, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has been with LPL Financial since 2009. Walter also operates a separate business under the name Hiel Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

Mark Peterman is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in Largo, FL, and has 14 years of industry experience. He has worked with Wells Fargo Advisors, LLC prior to his current role, where he has been since 2016. 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 from Wells Fargo Investment Institute and third-party data.

Nicolas Engelbert is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses. He has experience working at Raymond James & Associates and the Depository Trust & Clearing Corporation (DTCC) since 2019, with prior full-time education from 2015 to 2018. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm offers wealth advisory planning, investment consulting, and institutional services to a diverse client base, including individuals, pension plans, corporations, and government entities.

Charles Kusche 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 2016. Raymond James & Associates is a dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a wide range of clients, including individuals, pension plans, corporations, and governmental entities, offering non‑discretionary financial advice supported by an extensive affiliate network and municipal finance capabilities.

Lataney Levy is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. She has been associated with various Raymond James entities since 2013. Outside of advising, she is involved as an owner of Ocho Rios Cleaning Service, LLC, where she assists with administrative duties as needed. 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, supported by extensive research and a broad affiliate network.

Ryan Doherty is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 66 and Series 63 credentials and five years of industry experience. He previously worked at Morgan Stanley for one year and spent nine years as a professional athlete. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm serves a broad client base—including individuals, institutions, and government entities—providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Kristel Branish is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at Raymond James Financial, Securities America Advisors, and Ameriprise Financial Services. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, offering non-discretionary, personalized financial planning and investment recommendations.

Scott Coughlin is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds a Series 66 designation and has two years of industry experience. His prior work experience includes roles at PostcardMania, PennyMac, Capital Array, and Provident Funding. 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 investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Mary Nelson is a financial advisor at Raymond James & Associates with 44 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Calton & Associates, Inc. for over three decades. Outside of her advisory role, she serves as president of a family commercial property business. 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 planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering advice on a non-discretionary basis supported by extensive resources and affiliate capabilities.