Christian Saylor is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and offering two years of industry experience. He is a member of the Florida State University Recent Alumni Board, which supports the strategic vision of the College of Business and fosters engagement among recent graduates. 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 charitable organizations with tailored, mostly non-discretionary financial planning and investment consulting services supported by a broad range of portfolio management styles and affiliated research.

Jennings Dorman is a financial advisor at Raymond James & Associates with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Raymond James, he worked at Fidelity Investments and has diverse work experience including roles at Nylo Capital Inc and Chipotle Mexican Grill. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad range of clients, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting alongside municipal advisory and employer plan consulting services.

Mary Rigsbee is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions while using a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Robert Waters is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 21 years of industry experience. His work history includes positions at Advisors Choice Consulting and Scottrade. Raymond James & Associates is a large 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 non-discretionary investment consulting through various advisory programs and institutional consulting divisions.

Reid Poltun is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with two years of industry experience. His prior experience includes roles at UBS Financial Services and Leonardo DRS. Outside of finance, he was involved with Indialantic Tutoring for several years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services.

Jacob Shumacker IV is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 1999. Outside of his advisory role, he is a certified flight instructor at Atlas Aviation, Inc., a position he has held since 2009. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management options.

Mary Elizabeth Hargrove is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2018, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of her advisory work, she is an investor in private ventures including Gone Salty LLC and Sand Surf Company LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, leveraging a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

Jonathan De Mayo is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James since 2015 and serves concurrently in the United States Navy Reserve. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm employs tailored, non-discretionary planning using analytical tools and supports advisory programs across a large advisor network.

Pierre Vieux Jr. is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at the University of South Florida St. Petersburg and St. Petersburg College. Vieux serves as a board member of the Minority Health Coalition of Pinellas Inc., where he assists with social media development and community outreach. 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, and institutional investors.

Diana Melvin is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Johnson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. He has worked at various Raymond James entities since 2017 and previously had roles at Busch Gardens and Lowry Park Zoo. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles and provides specialized municipal advisory services alongside its extensive affiliate network.

Veronica Bastow is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021. Prior to that, she held roles at US Tech Solutions and Florida Destinations, and she also spent four years at the University of South Florida St. Petersburg. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options that include insurance-related vehicles and bank deposit sweep programs.

John Mcnulty is a CFP® professional with 24 years of experience in the financial industry. He joined Cetera in 2025 following a 23-year tenure at Avantax Advisory Services and has operated McNulty & Associates since 1992, providing tax, accounting, and business consulting services. Outside of financial advising, he serves as a board member for the Evanston Fourth of July Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, access to third-party managers, and a wide range of program structures supported by a large national network of advisors.

Elizabeth Herbst is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 39 years of industry experience. She worked at UBS Financial Services for 29 years before joining Raymond James in 2018. 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, institutional clients, and charitable organizations, offering financial planning and consulting services with a primarily non-discretionary approach supported by a wide range of portfolio management styles and affiliated research.

Kerri Buchman is a financial advisor with Ameriprise in St. Petersburg, FL, holding a Series 66 designation and over 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. In addition to her advisory role, she operates Envision Abundance LLC, through which she provides financial advisory services. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated consulting team to support its advisory approach.

Scott Linington is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2008. Additionally, he is a partner in Linington & Kissner Wealth, LLC, a business established to own personal property for his Raymond James branch. Raymond James & Associates 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Heather Penrod is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Sandy Morris Financial & Estate Planning Services. Outside of advising, she assists with tax filing and bank account reconciliation for Penrod's Allstar Drywall & More LLC, a business owned by her husband. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning and investment consulting through a variety of portfolio management styles and provides municipal advisory services as well as specialized programs for small employers.

Ted Soltys Jr. is a financial advisor with Equitable Advisors in Saint Petersburg, FL, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with Axa Advisors. Outside of his advisory role, he serves as executor and power of attorney for his parents' living trust and as co-trustee for his wife's trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels and emphasizes tailored client service based on documented goals and risk tolerance.

Andrew Parks is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. His work history includes roles at Osaic Wealth and 21st Century Financial, along with prior experience in the hospitality sector. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across various asset classes.

Joanna Bever is a Series 65–licensed financial advisor with 15 years of industry experience, currently serving at Raymond James Financial. She has been with various Raymond James entities since 2011. 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, and institutions. The firm uses tailored, non-discretionary planning and risk analysis tools to support client goals and offers specialized programs such as municipal advising and SIMPLE IRA Employer Advisory services.