Nicholas Keating III is a financial advisor with Primerica Advisors in Largo, FL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has worked with Primerica Financial Services since 1991 and has been affiliated with PFS Investments Inc. since 1983. Outside of advisory work, he is involved in the sale of home security and automation products through part-time referrals with Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment services.

Danielle Delgado Ellison is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Raymond James & Associates since 2010. 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 also offers wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal services.

Andrew Phillips is a financial advisor with Raymond James Financial Services Advisors, Inc. in Saint Petersburg, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James since 2006 and is also associated with Cook & Phillips Financial Group. Phillips is an insurance agent as part of his other business activities. 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 provides financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support roles over discretionary management.

Kirk Thiel is a Wealth Management Advisor at Merrill Lynch Wealth Management in Countryside, Florida, a role he has held since 2017 after a five-year career in the asset management industry. In his current position, Kirk develops customized financial strategies for high-net-worth individuals, families, and business owners, focusing on aligning financial plans with clients' personal goals and meaningful life priorities. His practice addresses areas such as family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Kirk is committed to providing strategic, long-term financial guidance, combining institutional asset management expertise with personalized service to instill confidence and security in clients' financial futures. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Kirk received a Bachelor of Science degree in Finance and Real Estate from Florida State University. Outside of his professional responsibilities, Kirk participates actively in community organizations, including Copperhead Charities, the Florida State University Alumni Association, and the Tampa Bay Seminole Club. He resides in St. Petersburg with his wife, Stephani, and their son, Everett. Kirk's personal interests include basketball, boating, football, skiing, spending time with his family, and traveling.

Matthew Allen is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at Janney Montgomery Scott for 16 years prior to joining Raymond James in 2018. Raymond James & Associates offers 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 provides tailored financial plans and investment recommendations, with capabilities in public finance and municipal work alongside its retail advisory services.

Peter Skordilis is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2001. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Yelena Peshko is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2015. 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 through its Wealth Advisory Services Program, as well as institutional consulting and public finance capabilities.

Scott Angle is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC. Angle is also involved in several independent business ventures, including ownership roles in wealth management firms and acting as an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a nationwide network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Charles Riggs is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. He is based in Palm Harbor, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Kristin Casey is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her career includes prior roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Dalton Brown is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 credential and has worked at LPL Financial since 2019, with prior roles at Michael R. Nelson Jr. and Waddell & Reed Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and technology.

Robert Pisaneschi is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Bank, JP Morgan Securities, Bank of America, and Merrill. Outside of his advisory role, he owns and operates BP Customs Inc., which sells products on Amazon, and Pulse Productions Group, a video production company focused on cars. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary investment services tailored to plan objectives and risk tolerances.

Julia Burke is an Investment Consultant at Fidelity Investments, a position she has held since 2025. In this role, she collaborates with individuals and families to develop tailored financial plans and strategies aligned with their goals, values, and concerns. Julia's experience at Fidelity Investments spans several roles since 2020, including Workplace Planning Consultant III, II, and I, as well as Customer Relationship Advocate. Through these positions, she has gained expertise in workplace planning and client relationship management. No information regarding Julia's education, credentials, personal interests, or community involvement has been provided.

Dallas Nelson is a financial advisor at Raymond James Financial with Series 65 and Series 63 registrations and four years of industry experience. His prior work includes roles at Florida Financial Advisors and earlier positions outside finance, including at Enterprise Rent-A-Car and in the food service industry. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers specialized programs for small businesses and integrates municipal and public finance capabilities through its affiliation with Raymond James’ Public Financing department.

Darren Speizer is a financial advisor with Raymond James Financial Services Advisors, Inc. based in St. Petersburg, FL, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Family Wealth Solutions. He is also president of Speizer Wealth LLC, a separate financial advisory business. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, emphasizing tailored financial plans and implementation support.

Joseph Huenke is a financial advisor with Wells Fargo Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes over a decade at Wells Fargo Clearing and Wells Fargo Advisors, and he is a 33% owner of Tidewater Private Wealth Advisors, where he contributes part-time. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options, using proprietary research and tools to develop tailored recommendations, with flexible implementation through brokerage or advisory programs.

Casey Beckett is a financial advisor at Fidelity with Series 63 and Series 65 credentials and less than one year of industry experience. Prior to joining Fidelity, Beckett worked in various non-financial roles including positions in the hospitality industry and attended Coastal Carolina University. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves a diverse client base and is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of advanced technologies such as AI in its research.

Barrett White is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Hildene Capital Management and Crews Investment Bank. 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 financial advisors. The firm provides wealth advisory planning and investment consulting to individuals, institutional clients, and government entities, offering non-discretionary planning and utilizing firm-sponsored wrap programs and institutional fiduciary solutions.

Wendy Myers is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. She has been with Raymond James & Associates since 2004. 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, along with institutional consulting and public finance services.

Paul Grande is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. for a combined 16 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, providing both discretionary and non-discretionary management supported by research and a variety of investment strategies.