Alison Foster is a financial advisor at OSAIC with 27 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at Osaic Wealth Inc. since 2026. Prior to that, she held advisory roles at Raymond James Financial Services Advisors, Inc. and INVEST Financial Corp. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities. The firm offers a range of integrated brokerage and advisory services, utilizing tools such as asset-allocation models and risk-tolerance assessments to manage portfolios that may include various asset types on both discretionary and non-discretionary bases.

Steven Warren is a financial advisor at Raymond James & Associates with a Series 66 designation and no prior industry experience. Before joining Raymond James in 2025, he worked at the Yale School of Management, Booz Allen Hamilton, the Naval Surface Warfare Center, and Florida Atlantic University. Outside of his advisory role, he manages a single-family residential rental property. 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, serving both retail and institutional clients with specialized public finance and municipal capabilities.

Glenn Fasani is a financial advisor with Ameriprise in Dunedin, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Axa Advisors, LLC for 20 years before joining Ameriprise Financial Services, Inc., and subsequently Ameriprise. Outside of his advisory role, Fasani serves as Chairman of the Tampa Bay Bowl Association for 2025-26 and holds positions on the boards of the Gulf Coast Legacy Planning Council and Financial Beginnings, a nonprofit focused on financial education. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Trey Hayes currently serves as Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2025. In this role, he partners with individuals and families to align Fidelity's resources with their specific financial plans, striving to understand their unique situations and goals. Prior to this role, he was a Financial Consultant at Fidelity Investments from 2019 to 2025. Before joining Fidelity, Trey held leadership positions including Chief Portfolio Strategist at Park Avenue Wealth Management from 2017 to 2019 and Chief Operating Officer at Pence Wealth Management from 2015 to 2017. He served 26 years as an Intelligence Officer in the US Army, an experience that continues to influence his professional approach. Trey's personal interests include family activities, fitness, military service, reading, and traveling.

Edward Fierro is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and with one year of industry experience. Prior to joining Raymond James, he worked at Youth & Family Alternatives, Inc. and served in the United States Marine Corps from 2016 to 2020. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Brian Cubler is a CFP® with 25 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. He is based in Saint Petersburg, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Nicholas Grande is a financial advisor with LPL Financial in Clearwater, FL, holding a Series 66 designation and having approximately five years of combined work experience across financial services and other industries. His professional background includes roles at Bank of America and U-Vest Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, through a national network of investment adviser representatives. The firm offers diverse advisory programs and financial planning services supported by both discretionary and non-discretionary management and access to research and model portfolios.

Steven Romanoff is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 registrations and 31 years of industry experience. He has been with Raymond James & Associates since 1992. 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 primarily through non-discretionary advisory relationships and maintains specialized services for municipal clients and institutional consulting.

Matthew Doyle is a financial advisor with LPL Financial in Largo, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2022, he worked at Raymond James & Associates, Inc. and Raymond James from 2017 to 2022. Outside of his advisory work, he was involved with Gulf Beach Weddings for two separate one-year periods. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management with access to research and model portfolios.

Barry Strickland is a financial advisor with Raymond James Financial in Land O Lakes, FL, holding Series 63 and Series 66 registrations and 14 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client collaboration and supported by extensive research and asset-allocation analysis.

Jeane Andersen is a financial advisor at Raymond James Financial with one year of industry experience. She holds the Series 66 designation and has worked at multiple organizations, including Raymond James Financial Services Advisors, Inc. and Hirschberger Financial Services, Inc. Outside of finance, she has been involved with several community and business roles, including positions at the University of Pittsburgh and local establishments such as Windward Tavern and Primanti Brothers. 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 tailored, mostly non-discretionary advisory services and is notable for its involvement in municipal and public finance activities.

Cheryl Richardson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 19 years of industry experience. Her career includes roles at Raymond James and T. Rowe Price, with over a decade spent at T. Rowe Price Investment Services. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and government entities, offering non-discretionary advice supported by an extensive affiliate network and specialized municipal finance capabilities.

Benjamin Damsker is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors. Outside of his advisory role, he serves as a board member, treasurer, and finance chair for Morton Plant Mease Healthcare, where he participates in meetings related to hospital expansion, fundraising, and community advocacy. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Brian Kilczewski is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he assists with a family crochet craft business that participates in local markets. 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 advisory services supported by research and planning tools and serves municipal clients through public-finance and institutional consulting capabilities.

Christopher Smoak is a financial advisor with LPL Enterprise based in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Prudential Insurance Company of America since 2012 and joined LPL Enterprise in 2024. In addition to his advisory role, he is a licensed personal lines agent specializing in property and casualty insurance. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance products through its platform.

Denise Samson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding 36 years of industry experience. She has been with Raymond James & Associates since 1986. 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 institutional consulting and manages wrap fee advisory programs.

Carolyn Bell is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021. Prior to her current role, she worked in dental-related positions from 2016 to 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Heywood Turner III is a financial advisor with Cambridge Investment Research Advisors in Tampa, FL, holding 34 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012. Outside of his advisory role, Turner serves on the board of the Early Childhood Council, a nonprofit focused on screening children for developmental issues, and operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Logan Bennis is a CFP® with four years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at Kovack Securities, Inc. and GreenBridge Wealth Management. Outside of his advisory role, he rents rooms in his home to longtime acquaintances on a month-to-month basis. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth investors, pension plans, charitable organizations, and municipal entities. The firm offers tailored, typically non-discretionary advisory services supported by in-depth financial planning tools and risk-based reviews.

Mason Wellborn is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. 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 individuals, pension plans, corporations, charitable organizations, and government entities, offering non-discretionary planning and portfolio recommendations supported by firm-sponsored wrap programs, sub-advisers, and Institutional Fiduciary Solutions.