Robert De Korte is a Series 66 licensed advisor at Merrill with eight years at the firm and a total of three years in the financial industry. His prior experience includes roles at St. Petersburg College and Acree Air Conditioning, Inc. He serves as a board member of the Seminole Lake Rotary Club, a local civic organization. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Vidak Dobrila is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services since 2015. In addition to his advisory role, he is the owner of Westminster Property LLC, a business involved in property purchase, renovation, and rental. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Alexis Guilbeau is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63, 65, and 66 credentials and having 10 years of industry experience. Prior to joining Raymond James, Alexis worked at Ameriprise Financial Services and has additional experience with companies including DoorDash and Ryan Sanders Sports Staffing. Outside of finance, Alexis owns and operates a small baking business called alexis bakes. 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 municipalities, offering tailored financial planning and consulting with a range of investment strategies and specialized services such as municipal advisory and employer retirement plan consulting.

William Heath is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and LPL Financial. Outside of his advisory role, Heath serves as president of Sunken Labs LLC, a company involved in marketing, content creation, manufacturing, and distribution. 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.

Logan Fairbanks is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at Axa Advisors. Outside of his advisory role, he is involved with The Bailey Group, an outside insurance business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and utilizing third-party asset managers and advisory programs to implement investment strategies.

Michael Kostrub is a financial advisor at Raymond James & Associates with 11 years of industry experience. His prior roles include positions at E*TRADE Capital Management, E*TRADE Securities, and T. Rowe Price. He holds Series 63 and Series 66 designations. Raymond James & Associates, Inc. is a large 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 municipal advisory services.

Jorge Recio is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He previously worked at Wells Fargo Clearing for six years before joining Raymond James in 2022. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Lacey Thornton is a financial advisor with Wells Fargo Clearing in Tarpon Springs, FL. She holds a Series 63 designation and has six years of industry experience. Her prior work includes positions at Altabank and Wells Fargo. 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 uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions across a large-scale platform.

Myphuong Newsome is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining Raymond James, she worked at T. Rowe Price from 2015 to 2018. She is based in St. Petersburg, Florida. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools to support client goals and integrates technology and AI in its operations.

Sophia Goode is a Financial Consultant currently working at Fidelity Investments since 2023. She has held various roles within the financial services industry, including Investment Consultant and Investment Management Consultant at Fidelity Investments, Investment Advisor Representative at Jaffe Tilchin Wealth Management, Financial Advisor at Raymond James, Associate Financial Consultant at Charles Schwab, and Financial Representative at Fidelity Investments. Her professional experience encompasses wealth management services such as investment management, retirement income planning, tax and estate strategy planning, business owner planning, and college planning. Sophia collaborates with clients to develop and implement investment and retirement plans tailored to their individual financial goals. Outside of her professional work, Sophia enjoys biking, family activities, outdoor adventures, spending time with pets, and traveling.

Jason Keller is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Franklin Distributors, LLC and Franklin Templeton Companies, LLC, as well as multiple tenures at Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines large-scale resources and research with brokerage and advisory solutions, offering a range of investment and retirement plan services supported by Wells Fargo Investment Institute and third-party analytics.

Brock Rydell is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has eight years of industry experience. Prior to his current role, he worked at Apple, Inc. and has held various positions within the ride-sharing sector. Outside of advising, he is president and owner of DBON, LLC, a business formerly used for rental real estate activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports a broad advisor network with advisory programs and institutional consulting services.

Marie Colbert is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Cetera. She previously worked at Concourse Financial Group Securities Inc and Lincoln Financial Securities Corporation. Outside of her advisory role, she is involved in managing insurance brokerage businesses, including serving as owner and president of MKC Brokerage, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Michael Chernoff is a financial advisor with OSAIC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His career includes 14 years at Sagepoint Financial, Inc. and over four decades with IAT Incorporated. He serves as a board member of the Tampa Bay Estate Planning Council. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management strategies. The firm is noted for its scale, complex affiliate network, and private-equity ownership.

Jill French is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2011. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Diane Don is a CFP® professional with 21 years of industry experience currently associated with Wells Fargo Clearing. Her career includes multiple positions within Wells Fargo affiliates since 2004, as well as roles at LPL Financial, Ifmg Securities, Inc., and Citicorp Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a wide range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to inform its diversified investment approach.

Antonio Witherspoon is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 23 years of industry experience. He has been associated with various divisions of Raymond James since 2006. 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 municipal advisory services.

Megan Mccall is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior work includes roles at Penn Mutual Life Insurance Company and Commercial Asset Partners Realty. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Diane Eshelman is a financial advisor at LPL Financial with 25 years of industry experience. She holds the CFP® and ChFC® designations and has prior experience spanning 26 years at Raymond James & Associates. 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 asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Eric Mcnamara is a financial advisor with Primerica Advisors in Bradenton, FL, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019 and previously worked at Lone Tree Inc. from 2001 to 2017. Outside of his advisory role, Mcnamara is involved with Bayside Community Church. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.