Eric Harter is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds the Series 66 designation and has been with various Raymond James entities since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools to help illustrate potential outcomes and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Marley is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Wells Fargo Clearing and Merrill prior to his current role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Jared Emerick is a financial advisor at UBS Financial Services in Petersburg, FL, holding a Series 66 designation with six years of industry experience. He has worked at UBS since 2019 and previously held roles at No Rules Offshore Adventures Inc. and Al Seer Marine Supplies. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of investment products. The firm combines institutional trading capabilities with wealth management services through its broad platform.

Christopher Butler is a CFA® charterholder affiliated with Raymond James & Associates in St. Petersburg, FL, with 23 years of industry experience. He has been with Raymond James & Associates since 2002. Butler serves on the board of Big Brothers Big Sisters of Tampa Bay and is the incoming Board Chair starting in 2026. 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 investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Tonya Burney is a financial advisor at Edward Jones in Tampa, FL, holding Series 66 and Series 63 licenses with five years of industry experience. Her prior roles include positions at Ameriprise Financial Services LLC and T. Rowe Price Advisory Services, Inc., as well as work in education and counseling. She was previously involved with Burney Cool It Italian Ice, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

David Tomberlin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at T. Rowe Price Investment Services, Inc. for eight years before joining Raymond James in 2018. Outside of his advisory role, he serves on the JDRF Tampa Bay Chapter Walk Committee and as the Gala Logistics Chair. Raymond James & Associates is a large institution overseeing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Robert Johnston is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His previous roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm offers tailored financial planning using structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Pamela Thomas is a financial advisor at UBS Financial Services with 29 years of industry experience. She has been with UBS since 2007 and holds Series 63 and Series 66 designations. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

William Salansky is a Series 66 licensed advisor with J.P. Morgan Securities in Tampa, FL, having 12 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to that, he worked at Scottrade and Ameriprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Hunter Timmons is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has worked in various roles prior to his current position, including positions at Liberty University and S.C. Thomas & Associates, CPA. 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, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Felicia Salfran is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds the Series 66 designation and has worked at notable firms including Merrill Lynch and Bank of America. Her career also includes five years at the University of South Florida. 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.

Anthony York is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. and Northwestern Mutual Life Insurance Company. Outside of finance, he was involved with Tampa Firearms Academy LLC for two years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program offering written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Becir Cesko is a financial advisor at Edward Jones in St. Petersburg, FL, holding a Series 66 designation with three years of industry experience. His prior experience includes roles at Raymond James / Revolution Technologies and Mcadam Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of advisors and branch offices.

Melissa Haskins is a financial advisor at Edward Jones in Valrico, FL, with 12 years of industry experience and a Series 66 designation. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Roman Black is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he was self-employed in design for 25 years and has worked in various roles including at Creative Pinellas and American Stage Theatre Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, investment strategies, and affiliated financial services. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Eric Rambo is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience, currently affiliated with LPL Financial. His previous roles include positions at SouthState Bank, Truist Advisory Services, Truist Investment Services, and SunTrust Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management programs, and supports its advisors with advanced research tools and a variety of investment strategies.

Robert Stark is a CFP®-designated financial advisor with 42 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2022, following prior roles at Royal Alliance Associates, Signator Investors, Transamerica Financial Advisors, and LPL Financial. Stark is also involved in entrepreneurial financial ventures, including owning and operating Pioneer Financial Associates Inc. and ONE STOP FINANCIAL. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers access to various investment platforms, proprietary model strategies, and unaffiliated third-party advisers.

Vincenzo Losasso is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 credential and four years of industry experience. His prior work includes roles at RR Donnelley, Aspen Skiing Company, Raymond James & Associates, AXA Advisors, and Kennedy Investments. Outside of his advisory work, he serves as an account manager at RR Donnelley. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a range of advisory models often implemented by third-party asset managers and provides services covering mutual funds, ETFs, separately managed accounts, and alternative investments, with a focus on fiduciary services for qualified plans.

Cesar Polanco Regalado is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 63 designation and four years of industry experience. His career includes multiple roles within Wells Fargo Bank and a brief period at Lyft, Inc. before that, he spent ten years at DataVimenCa. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Burns is a Series 66-credentialed financial advisor with J.P. Morgan Securities in Tampa, FL, and has been in the industry for three years. His prior experience includes seven years of service in the United States Marine Corps and concurrent roles at Georgetown University since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting.