Hannah Metcalf is a financial advisor at Raymond James & Associates with six years of industry experience. She holds a Series 66 designation and has worked previously at AllianceBernstein Investments and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering tailored financial planning and consulting services primarily through non-discretionary relationships.

Thomas Powers is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 40 years of industry experience. His prior roles include positions at City National Bank and RBC Capital Markets LLC. Powers serves on the Finance and Investment Committee of Ronald McDonald House Charities of Tampa Bay. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering tailored, non-discretionary financial planning and consulting supported by a broad range of portfolio management styles and affiliated research.

Camille Hernandez is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 26 years of industry experience. She has been with Raymond James & Associates since 1999. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Muhamed Resic is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at T. Rowe Price. Resic has been with Raymond James since 2020. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services supported by a nationwide adviser network.

Amanda Infante is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Insigneo. Her background also includes several years in education at the University of Florida and local schools. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Jose Marrero Jr. is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Charles Schwab and USAA Investment Management Company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary advisory relationships.

Jared Lohden is a financial advisor at J.P. Morgan Securities with 14 years of industry experience and holds a Series 66 designation. He has been with J.P. Morgan Securities since 2012 and has prior experience at JPMorgan Chase Bank, N.A. outside of the securities business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory approach includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.

Nelson Potter is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is noted as a co-owner of a rental home. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and a range of investment programs supported by firm-approved tools and methodologies.

Andrew Skinner is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and five years of industry experience. His background includes roles at The Vanguard Group and experience in the golf industry. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and consulting with a variety of portfolio management strategies.

Rolondo Bonner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His background includes roles at King of Freight, Affordable Solar Roofing and Air, and Pfs Investments Inc. He receives additional compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-driven strategies managed by third-party asset managers and supports trade execution and custody through established partners such as BNY Mellon Advisors and Pershing.

Gaston Piscicelli serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. His approach involves helping clients identify what matters to them and their families to develop strategies aimed at pursuing their financial goals. Gaston holds a Juris Doctorate Degree from the Universidad de Buenos Aires. He carries professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA).

Robert Matacchiero is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 36 years of industry experience. He has worked with Cetera Advisors LLC since 2016 and Cetera Investment Advisers LLC since 2024, and he has been involved with Professional Insurance Systems of Florida since 1994. Outside of advising, Matacchiero serves as president of the board of directors for a condominium association and operates a fixed insurance business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and access to various program platforms, operating a multi-manager platform with discretionary and non-discretionary account management.

Angela Fernandez is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and having 18 years of experience at Merrill. She serves as a board member for Meals on Wheels of Tampa and is involved with the fundraising committee for Friends of Caritas Cuba, a charitable organization supporting humanitarian efforts in Cuba. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jozsi Popper is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 28 years of industry experience. He has been with Raymond James & Associates since 2001. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Dominique Ingold is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James since 2004. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jacquelyn Metcalfe is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and eight years of industry experience. She previously worked at Longevity Holdings and Eagle Fund Distributor. In addition to her advisory role, Metcalfe owns Nighty Noodles, LLC, where she provides sleep consultations and creates sleep plans for families with children facing sleep challenges. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plans with a range of financial planning and consulting services supported by extensive research and portfolio management resources.

Mark Hanson is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management. He has been providing wealth management consultation to high net worth individuals since 1979. Mark's expertise includes portfolio management using various asset allocation models, concentrated stock management strategies, and diversification methods. He focuses on areas such as family wealth management strategies, legacy planning, liquidity management, managing new wealth, and personal retirement planning. Mark earned his Bachelor's degree in Finance from the University of South Florida School of Business in Tampa, Florida. He holds the Professional Investment Advisor (PIA) designation. Raised in Tampa, Florida, Mark has been married to his wife Cathy for over four decades. He enjoys spending his leisure time with his wife, their two adult children, and grandchildren. His personal interests include baseball, football, golfing, hiking, and music.

Anna Van Santvoord is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and previously worked at SunTrust Bank and in various roles including at Families & Children Together (F.A.C.T.). Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary advisory relationships supported by a range of portfolio management styles and firm research.

David Buono is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 65 registrations and four years of industry experience. He has previously worked with firms including Wells Fargo Clearing, Securian Financial Services, and Trinity Wealth Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Bruce Gelin is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 65 and Series 63 credentials and over 16 years of industry experience. His prior roles include positions at Valic Financial Advisors and Agia. Outside of finance, he is president and owner of Bruce Gelin Enterprises LLC, where he writes articles and essays on basketball, music, and religion. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charities, and institutional clients through comprehensive financial planning, retirement consultation, and asset management programs, utilizing a variety of third-party asset managers and discretionary models.