Edythe De Marco is a Wealth Management Advisor co-founder of The De Marco-McCarthy Group at Merrill Lynch Wealth Management, serving high and ultra-high net worth families. Based in offices in St. Petersburg, Florida, and Providence, Rhode Island, she focuses on goals-based planning, wealth preservation, and multi-generational strategies for business owners, retirees, and women investors. Her approach emphasizes a boutique-level, high-touch experience throughout clients' financial lives. With over 40 years of experience, Edythe holds a bachelor's degree in finance from Santa Clara University and a Certified Financial Planner (CFP) designation. She also earned a certificate in "Expanding Cognitive Capacity" from Harvard University. Her expertise includes college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, and tax minimization. Edythe is actively involved in her community, serving on the boards and investment committees of organizations such as Foster Forward and St. Mary's Episcopal Church, and participates with the University of Rhode Island Foundation & Endowment. She is a member of professional organizations including the Southcoast Estate Planning Council and the Tierra Verde Women's Club. Edythe is the adoptive mother of her son, Jason, and resides in Florida and Rhode Island.

Marshall Ames is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2009 and City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Derek Smith is a financial advisor with UBS Financial Services in Clearwater, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Edward Jones, and AXA Equitable. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of capital markets products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor client solutions.

Sanja Smajlovic is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds the Series 66 designation and has been with Raymond James Financial Services Advisors Inc. and its affiliated entities since 2015. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and is noted for its municipal advisor affiliation and innovative advisory programs.

Chris Savorelli is a financial advisor with OSAIC holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Advisor Group, MetLife, Van Eck Associates Corporation, Van Eck Securities Corporation, Saint Leo University, and Raymond James & Associates. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employs various asset-allocation tools, and provides access to third-party money managers and managed-account solutions.

John Odom is a financial advisor at Raymond James Financial Services Advisors, Inc. in Clearwater, FL, with 13 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as Treasurer for Greater Dunedin Little League, where he reviews and reports on the organization’s financials. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, while also maintaining specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

John Kamkutis is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Stifel Nicolaus & Co Inc, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Erin Kosoy is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Revest and Espirito Santo Catholic School, as well as time spent as a stay-at-home mom and homeschool teacher. Raymond James & Associates is a large firm serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Katherine Van Allan is a financial advisor at Raymond James & Associates with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with Raymond James firms since 2000. Outside of her advisory role, she has worked as a personal trainer and instructor since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a broad range of portfolio management styles and firm-sponsored research.

Clifford Ryan is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and possessing 22 years of industry experience. He previously worked with Elder Planning Advisors of Maine, Inc. for 25 years and has operated his own advisory businesses since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across various asset allocations.

David Rapport is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley entities since 2011, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Alyssa Fusco is a financial advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James in 2025, she worked at Merrill and Merrill Lynch. Outside of finance, she has owned and operated A2 Gym and Cheer, LLC since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by comprehensive research and diversified portfolio management strategies.

James Okun is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for eight years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by extensive capital markets and asset management resources.

Andrew Lybrook is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs UK for one year. He serves as a director on his subdivision’s Home Owner’s Association board. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and pension plans, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research.

Brady Christensen is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. He previously worked at Morgan Stanley for two years and at Dale K Christensen D.D.S., P.A. for seven years. He is based in St. Petersburg, FL. 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 a range of financial planning and consulting services through various advisory programs.

Kellie Lambert is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 licenses. She has 17 years of industry experience, including roles at multiple Raymond James entities since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Timothy Volce is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates, Inc. since 2016. Outside of his advisory role, he serves as a board member and finance/investment committee member for the Museum of South Texas History. 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, and charitable organizations, providing tailored financial planning and consulting primarily through non-discretionary relationships.

Ronald Klemm is a CFP®-certified financial advisor at Raymond James & Associates with 20 years of industry experience. He has been with Raymond James Financial Services Inc. since 2006 and served eight years with the Civil Air Patrol, the United States Air Force Auxiliary. 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 wide range of clients including individuals, institutional and pension plans, and charitable organizations, offering financial planning and investment consulting through various programs and an extensive affiliated research and advisory network.

Gregory Helck is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2009. Outside of his advisory role, he is the owner of several family-related business entities formed for estate planning and real estate management purposes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services, with a focus on non-discretionary advisory relationships and a range of portfolio management strategies.

Jamie Beineke is a Series 66-licensed financial advisor with Morgan Stanley, based in Palm Harbor, FL, and has 25 years of industry experience. He has been with Morgan Stanley Private Bank since 2017 and has worked at Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he is the sole proprietor of a property management business in Clearwater, Florida. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering customized financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs along with specialized estate planning strategies.