John Coakley is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Waddell & Reed, Inc. for 16 years and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Dallas Keeney is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked at Church and Dwight and has held positions at several other firms including The Walt Disney Company and the University of 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 and consulting services with a range of portfolio management styles and supported by affiliated research and model managers.

Jay Geaslen is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services and Avantax. Geaslen is also affiliated with Legacy Capital Advisors LLC, collaborating in a team-based wealth management environment. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial consulting services through a nationwide network of independent advisors, employing a multi-manager platform with a range of program options and oversight structures.

Jay Blair is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Blair is involved as a primary investor and officer in real estate partnerships focused on residential and land investments in Buffalo, NY. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets solutions.

Melinda Perez is a financial advisor at Raymond James Financial with 19 years of industry experience and holds a Series 66 designation. She has worked at various Raymond James entities since 2015 and has been involved with TaTo Salsa since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients, using tailored, non-discretionary strategies supported by analytical tools and technology.

Douglas Katchen is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Allstate Insurance Co and Questar Asset Management. Outside of finance, he is connected to a family-owned appliance repair business but does not participate in its operations. 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 with access to a broad range of portfolio management styles and affiliated research.

Bethany Bedy is a financial advisor with Merrill in Clearwater, FL, holding a Series 66 designation and 24 years of industry experience. She has worked at Merrill since 2000 and Bank of America, N.A. since 2014. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Sidell is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Raymond James & Associates since 2002. Outside of his advisory work, Sidell is involved with Kairos Prison Ministry, where he leads groups into correctional facilities and manages related financial logistics. 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 a range of financial planning and advisory services, employing fact-based planning tools and a variety of portfolio management styles.

Daniel Maurino is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at First Command Brokerage Services, Modern Capital Management Company, and other advisory firms. Maurino has also been involved in educational roles during his career. 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 and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Cynthia Touchton is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co Inc since 2013. Outside of her advisory role, she serves on the board of the Coventry Foundation, which preserves the heritage of Jaguar cars, and holds a vice president position on the board of the St. Tropez 1 condominium homeowners association in Clearwater, FL. Stifel serves a broad range of individual and institutional clients, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses that support client decision-making.

David Sutton is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Raymond James & Associates since 2014. Sutton serves on the advisory board of the Winthrop P. Rockefeller Cancer Institute, contributing to strategic planning for the institute’s Myeloma Clinic. 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, offering tailored financial planning and investment consulting supported by extensive research and diverse portfolio management strategies.

Megan Williams is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds the Series 66 designation and has worked at Raymond James and its affiliates since 1998. Outside of her advisory role, she serves as Treasurer for her daughter's Girl Scout Troop and is an acting Trustee for a family trust. She also represents Raymond James on the University of South Florida Accounting Circle Board. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting services with a range of portfolio management styles supported by affiliated research and sub-advisers.

Jake Homolash is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has two years of industry experience, with prior roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Oppenheimer. Outside of finance, he has experience working in the hospitality sector, including a position at Harry's Seafood Bar and Grille. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory and brokerage services through an integrated platform that combines investment advice, brokerage and insurance products.

William Sallade is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has been with various Raymond James entities since 2016. Sallade is also the CEO of Sallade Financial LLC, a sole proprietorship used to receive 1099 income related to his advisory work. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools including risk profiling and probability modeling to support client goals.

John Carelli III is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 15 years of industry experience. He previously worked at Janney Montgomery Scott before joining Raymond James in 2017. Outside of his advisory role, he occasionally provides accounting and financial guidance for his wife's online email marketing automation company, J. Carelli Consulting, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Waldemar Vidal is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Raymond James & Associates since 1984. Outside of his advisory role, he serves as president of the Smuggler's Cove Condominium Association in Treasure Island, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base with financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, offering a range of portfolio management styles and affiliated research.

Rebecca Zwerin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and over 20 years of industry experience. She has been with Raymond James & Associates since 2005. Outside of her advisory role, she is involved in rental real estate. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and various organizations. The firm offers financial planning and consulting services with a primarily non-discretionary approach, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

Vincent Lally is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2014. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Angela Nye is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding 27 years of industry experience. She has been with Raymond James & Associates since 1993. Outside of her advisory role, she is an owner and proprietor of a rental real estate business. 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, and offers a range of financial planning and investment consulting services.

Larry Partin Jr. is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and bringing 14 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2014. Outside of his advisory work, he competes in motorcycle racing events and earns compensation from racing. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm‑approved tools and models.