Gary Richardson is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2018, previously serving at Invest Financial Corporation and Broker Dealer Services. Outside of his advisory role, he is president of Sequoia Holdings, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Valerie Brown is a financial advisor at Osaic Wealth, Inc. with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Lincoln Financial Advisors and its affiliated firms for over 12 years prior to joining Osaic. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing a range of asset-allocation tools and access to third-party money managers to construct portfolios across various asset classes.

Brittany Bartlett is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 14 years of industry experience. She has been with various Raymond James entities since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and corporations. The firm uses tailored, non-discretionary planning and risk profiling tools to support client goals and offers specialized services such as municipal advisory work and a SIMPLE IRA Employer Advisory & Consulting Services program.

Daniel Kemler is a financial advisor with Raymond James & Associates. He holds a Series 66 designation and has 17 years of industry experience. He has been with Raymond James & Associates since 2007. 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 clientele, including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Amie Quattrocki is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and related entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services through a network of advisors, using proprietary research and tools to develop tailored recommendations.

Patrick O'Connor is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2001 and serves as a director and member of the executive committee at Junior Achievement, where he is also involved in the finance and investment committees. 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, investment consulting, and institutional fiduciary services.

Tristen Hasson is a financial advisor at Raymond James Financial with Series 66 credentials. He has less than one year of industry experience and is concurrently affiliated with Frey Masterson Investment Advisors. Prior to his current role, he has held positions at several firms including Northwestern Mutual Investment Management and Bernardo Wealth Planning LLC. Hasson is also involved in studying for additional licenses and supports financial planning activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA employer services.

Jeremy Jones is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and nine years of industry experience. His prior work includes positions at Morgan Stanley Private Bank and Valic Financial Advisors. Raymond James & Associates is a large, dual-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, providing tailored financial planning and consulting services with a range of portfolio management styles and affiliated research.

Seth Bolno is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, he supports his wife's personal training business by managing her business records and deposits. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles and affiliated research, along with municipal advisory services and employer retirement plan consulting.

Salvatore Di Natale II is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2023. Prior to that, he was affiliated with Securities America in various capacities and has experience outside finance, including five years at ABC Hardware and Rental. 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, institutional investors, and municipal entities, offering financial planning and consulting through various specialized programs and portfolio management styles.

Robert Scott is a financial advisor with MML Investors Services, LLC, a subsidiary of MassMutual, based in Tampa, FL. He holds the Series 63 and Series 65 licenses and has 11 years of industry experience. His prior roles include positions at Ameriprise and Wells Fargo. Outside of his advisory work, he is an insurance broker specializing in life, disability, long-term care, group, fixed annuities, and health insurance. MML Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a collaborative planning approach using proprietary software tools and serves a broad client base including high-net-worth individuals.

Richard J. Cotton is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in financial services. As a Senior Portfolio Manager, he manages discretionary portfolios through his own personalized or defined strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. His approach focuses on family wealth management, investment consulting for defined contribution plans, personal retirement planning, portfolio management services, and retirement income strategies. Rick Cotton holds the Chartered Financial Analyst® (CFA®) designation, along with certifications as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from the University of Florida and a master's degree from Nova Southeastern University. A lifelong resident of Florida, he is married and has two grown daughters. In addition to his professional work, Richard is active in community service through participation in organizations such as Rotary. His personal interests include fishing, football, and traveling.

Keith Rust 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 2011 and also works with Raymond James Financial Services. Rust serves on the board and Finance/Investment Committee of The Florida Orchestra, a nonprofit organization. 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, and offers financial planning and consulting services supported by a broad range of investment management styles and affiliated research.

Heath Howell is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and previously worked at T. Rowe Price for nine years before joining Raymond James. 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, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide network of advisers.

Todd Demko is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 63 designation and previously worked at Flaharty Asset Management, LLC and LPL Financial, LLC. He serves as Treasurer on the Board of Directors for the Rotary Club of Safety Harbor Noon Foundation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations through a centralized team working alongside advisors.

Sotiraq Qirjollari is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Cetera Investment Services and Regions Bank. His additional business activities include a management role at SQ Wealth Management for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a wide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research and diverse portfolio options.

Michael Dunlap is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC and Applus IDIADA Karco. 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 wide range of clients including individuals, institutions, and charitable organizations, providing financial planning and consulting services with a variety of portfolio management styles and affiliated research.

Nancy Toro Delcid De Figueroa is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and seven years of industry experience. She previously worked with Merrill and Bank of America from 2016 to 2024. Outside of her advisory role, she is a co-owner of a property management business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Trevor Glassman is a Series 66 licensed financial advisor at Fidelity in Clearwater, FL, with one year of industry experience. Prior to joining Fidelity Investments, he worked in various roles including at Coastal Cards and Wag, and has operated an entertainment business for five years alongside other ventures. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm also serves registered investment companies and delivers model portfolios to intermediary platforms.

Garrett Sweeterman is a Financial Advisor with Merrill Lynch Wealth Management, serving families and businesses in the St. Pete community. He focuses on understanding his clients’ financial priorities to provide appropriate solutions aimed at achieving their goals. Garrett emphasizes honest and authentic financial advice as a cornerstone of his practice. Garrett holds a Bachelor's Degree from Florida State University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he enjoys baseball, basketball, boating, fishing, football, scuba diving, and spending time with his family.