Kevin Jones is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2019. Prior to this, he was involved with the Online Trading Academy and was a full-time student for four years. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships.

Laurence Buck is a Series 66-licensed financial advisor at Edward Jones in Estill, SC, with 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as Co-Chairman of Friends of NRA Pinellas County, FL, where he coordinates fundraising events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products, operating under a fiduciary standard.

Le Brielmaier is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and nine years of industry experience. Their career has been primarily with Raymond James & Associates since 2014, with a brief period at Ellevest in 2022. 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 municipal clients. The firm offers tailored financial plans and asset-allocation analyses, with a focus on both retail and institutional advisory services.

Austin Linsky is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2020, progressing from Financial Consultant to his current role. Prior to joining Fidelity, Austin worked as a Financial Advisor at Robert W. Baird & Co. Incorporated from 2019 to 2020, and as a Financial Solutions Advisor - Assistant Vice President at Merrill Lynch from 2014 to 2019. As a Certified Financial Planner™, Austin partners with clients and their families to develop comprehensive financial plans and investment strategies tailored to their lifestyles and legacy goals. He emphasizes understanding clients' long-term needs and delivering a focused, client-centered experience. Outside of his professional work, Austin enjoys activities such as fishing, golf, skiing, and exploring culinary interests.

Marco Sandusky is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018. Prior to his financial services career, he spent eight years at the Hillsborough Area Regional Transit Authority. Sandusky serves as Deputy Grand Knight on the Board of Directors for Knights of Columbus Council 7621. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax-efficiency and adaptive withdrawal strategies.

Gary Coughlin is a financial advisor with Raymond James & Associates in Palm Harbor, FL, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has been with Raymond James since 2017 and previously worked at Guckenheimer from 2012 to 2017. 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, supporting both retail and institutional clients through various advisory programs.

Aimee Tesoro is a CFP® professional with 25 years of industry experience, currently working at LPL Financial. She has held prior roles at firms including Equitable Advisors, RSM US LLP, Raymond James & Associates, and Transamerica entities. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

James Hirschberger is a financial advisor with Raymond James Financial Services Advisors, Inc. in Clearwater, FL, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Raymond James since 1995 and was previously associated with Hirshberger Financial Services. Outside of his advisory role, Hirschberger maintains a beekeeping business called Love Bee Apiary. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipalities. The firm emphasizes tailored financial planning and non-discretionary investment consulting, leveraging firm research and a broad affiliate network to support various client needs.

Katherine Eckelbarger is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Carlson Group, a goals-based wealth management team. She works with families, individuals, and businesses across the country to acquire, grow, and preserve assets, focusing on portfolio management strategies tailored to each client's goals. Katherine's role specifically centers on client relations and marketing, where she provides a friendly point of contact and coordinates client outreach events such as seminars and social gatherings to enhance client experience. Katherine joined the Carlson Group in 2010 as a part-time Client Associate and became a registered Financial Advisor in 2013. She holds a Bachelor's Degree in Communications from the University of South Florida. Her professional designations include Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Beyond her professional work, Katherine is a St. Petersburg native who enjoys fishing, running, and playing tennis. She is involved in her community through her membership in The Margaret Acheson Stuart Society of the Museum of Fine Arts and has served on the golf tournament committee for the St. Anthony's Hospital Foundation.

Mark Hernandez is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and has previously worked at Putnam Investments, BlackRock, and Merrill Lynch. Hernandez is based in St. Petersburg, FL. 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, investment consulting, and institutional services to a diverse client base, including individuals, pension plans, corporations, and government entities.

Tristan Cooper is a financial advisor at Fidelity with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fidelity, he worked in various roles including at Esplanade Golf & Country Club and Florida Financial Advisors. He also sells clothing on the Depop online platform. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, combining proprietary research with quantitative analysis and systematic portfolio construction.

James Taylor is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, tailoring services to plan objectives, demographics, and risk tolerances while acting as an ERISA fiduciary.

Jeanette Jacobson is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2009. Based in St. Petersburg, FL, she supports clients through a well-established firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Tyller Bauer is a financial advisor at Raymond James & Associates with a Series 66 designation and approximately one year of industry experience. Prior to joining Raymond James, he was affiliated with the University of Florida and has held various non-industry roles. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and government entities, providing wealth advisory planning, investment consulting, and specialized municipal and public finance services.

Nicolae Iovu is a Series 66 licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, with four years of industry experience. His prior roles include positions at LPL Financial and involvement with his own businesses, Nicolae Enterprises LLC and Nicolae Iovu Limousine/Transportation. 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 state and municipal entities, and offers a range of firm-sponsored wrap fee programs and institutional consulting services.

Ryan Patrick is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He began his career at Fidelity in 2015 as an Investment Consultant and progressed through roles including Financial Consultant before his current appointment. Prior to joining Fidelity, Ryan worked as an Independent Financial Advisor in 2015 and as a Bond Desk Specialist at Raymond James from 2014 to 2015. As a Certified Financial Planner (CFP®), Ryan focuses on collaborating closely with his clients to develop comprehensive financial plans. He emphasizes understanding his clients' individual circumstances to provide relevant insights and strategies aligned with their current and future priorities.

Robert Hill is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2018. Prior to that, he held roles at Franklin Templeton Financial Services Corp. and affiliated entities. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branches.

Nikolas Alfonso is a CFA® charterholder and holds a Series 63 license, with 10 years of industry experience. He has worked at Raymond James & Associates since 2015 and was previously with Marro LLC from 2017 to 2020. Based in St. Petersburg, FL, he provides financial advisory services through Raymond James. Raymond James & Associates offers 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 provides tailored financial plans and investment recommendations primarily through non-discretionary advisory relationships and supports municipal clients with public finance and investment banking capabilities.

Dena Petersen is a financial advisor with Charles Schwab in Tampa, FL, holding Series 63, 65, and 66 licenses and 15 years of industry experience. She worked at American Trust & Savings Bank for five years before joining Charles Schwab in 2018. Charles Schwab & Co., Inc. serves 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized operations and due diligence on alternative investments.

Nathan Larson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 21 years of industry experience. Prior to joining Raymond James in 2017, he worked with Independent Financial Partners and LPL Financial. Outside of his advisory role, he conducts arbitration for both FINRA and the National Futures Association and works as a consultant for Nike, providing feedback on shoe testing. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm offers wealth advisory planning and investment consulting services to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by extensive affiliate resources and active involvement in municipal finance.