Sara Hobbs is a financial advisor at Raymond James & Associates with five years of industry experience. She holds a Series 66 designation and previously worked at Synovus from 2016 to 2019. Hobbs is based in St. Petersburg, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities with financial planning and investment consulting, offering a range of portfolio management styles supported by affiliated research and sub-advisers.

Heather Saunders is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of her advisory role, she is the owner of Wellspring Wealth Partners, LLC, a business related to managing her Ameriprise activities. Ameriprise provides a retirement-income planning service targeting individuals with at least $1 million in net investable assets, delivering written recommendations on income, Social Security, and tax strategies. The firm combines research and modeling with a centralized consulting team to offer tailored, non-discretionary advice, primarily for clients with Ameriprise-managed accounts.

Ryan Tedesco is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James & Associates since 2016. 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, institutional and pension plans, and charitable organizations, offering a range of financial planning and advisory services with a focus on tailored, non-discretionary investment consulting.

Richard Detweiler is a financial advisor with Raymond James Financial in Tampa, FL, holding a Series 66 designation and 13 years of industry experience. He previously worked at Morgan Stanley for nine years before joining Raymond James and its affiliated entity, All Seasons Wealth, where he is an associate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and incorporates technology and AI in its operations, alongside specialized services in municipal finance and SIMPLE IRA plan consulting.

Matthew Livak is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding the Series 63 and Series 65 designations and having seven years of industry experience. His career includes roles at J.P. Morgan Chase Bank and J.P. Morgan Securities, along with a year at Under Armour. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mark Cleary is a Series 66-licensed financial advisor with UBS Financial Services in Tampa, FL, where he has worked since 2019. He has six years of industry experience and was previously a professional golfer from 2016 to 2019. Outside of advising, he serves as CEO and manager of Cleary Real Estate Investments LLC. UBS Financial Services 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 utilizes proprietary research and model-based asset allocations to tailor strategies for clients.

Juan Vega is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Fisher Investments, E*TRADE Capital Management, and Scottrade. 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 nonprofit and government entities with financial planning, investment consulting, and institutional fiduciary services, offering a range of portfolio management strategies supported by firm research and affiliated sub-advisers.

Carla Johnson is a financial advisor at Raymond James & Associates in Tampa, FL, holding a Series 66 designation with seven years of industry experience. She has been with Raymond James & Associates since 2016. Outside of her advisory role, she is involved in managing rental real estate jointly owned with her sister. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, charitable organizations, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing a range of portfolio management styles supported by in-house research and external sub-advisers.

Andrew Hirsch is a financial advisor at Robert Baird & Co. in Tampa, FL, with 40 years of industry experience. He has been with Robert Baird since 1993 and holds a Series 63 designation. Outside of his advisory role, Hirsch serves on the Temple Investment Committee and Cemetery Committee for Congregation Schaarai Zedek, providing investment and property advice. Robert Baird & Co.’s DDK Group offers tailored wealth management services to individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio management solutions, including discretionary and non-discretionary management, utilizing both in-house and third-party managers to meet diverse client goals and risk tolerances.

Peter Bursik is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. He holds a Series 66 designation and has 18 years of industry experience. He has been with Raymond James & Associates since 2006 and Raymond James Financial Services, Inc. since 2010. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services using a range of portfolio management styles supported by affiliated research and model managers.

William Harless is a CFP® with 16 years of industry experience, currently serving at Raymond James & Associates in St. Petersburg, FL. He has been with Raymond James & Associates since 2013 and holds a Series 66 license. 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, charitable organizations, and government entities, offering financial planning, investment consulting, and municipal advisory services.

Martin Velastegui is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2017. Prior to his current role, he was involved with Masa Restaurant and also worked at Florida State University. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning and consulting services through various specialized programs.

Erin Rodberg is a Series 66 licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, and has one year of industry experience. Prior to joining Raymond James, Rodberg held roles at Polen Capital Management, Foreside Funds Distributors LLC, and Bank of Montreal. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting with a focus on tailored, non-discretionary advice supported by various portfolio management styles and affiliated research.

Shawn Waked is a CFP® professional with 14 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked at multiple financial firms including Maestro Financial Partners and Summit Investment Group. Outside of financial advising, he is the owner of several real estate entities and operates a property and casualty insurance agency. 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 investors. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing analytical tools and supports advisory programs through a large network of advisors.

Robert Zolper is a financial advisor at RBC Capital Markets with five years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining RBC Capital Markets in 2026, he worked at Raymond James & Associates and JP Morgan Securities, among other roles. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutional clients, and charitable organizations. The firm offers advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Curtis Chambers is a financial advisor at LPL Financial with 29 years of industry experience. He holds the CFP® and Series 63 designations and has been with LPL Financial since 2009. Outside of his advisory work, he has co-authored a book on U.S. tax policy with his father. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Alonde Le Grand is a Financial Advisor with Merrill Lynch Wealth Management, specializing in delivering customized wealth planning and investment strategies. He focuses on long-term wealth accumulation, risk management, and tax efficiency, guiding clients through building, optimizing, and transitioning their portfolios with clarity and confidence. Alonde brings extensive experience in advising athletes, business owners, and individuals, crafting personalized financial strategies that align with their lifestyles, goals, and long-term visions. His expertise encompasses areas such as college education planning, executive compensation, family wealth management, legacy planning, retirement income, portfolio management, small business strategies, sports and entertainment finance, and tax minimization. He earned a Bachelor's degree from the University of North Florida, where he also competed as a Division I basketball player, and holds an MBA from Gannon University. Alonde holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He resides in Tampa, Florida, and remains actively engaged in his community through involvement with Berkeley Prep Boys Basketball. Outside of work, he enjoys basketball, chess, football, music, pickleball, reading, running, traveling, watching movies, and spending time with family and friends.

Trent Gain is a financial advisor with LPL Financial in Largo, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Scott O'berry is a CFP® and ChFC® credentialed financial advisor with 13 years of industry experience. He has been with Edward Jones since 2012. O'berry serves as a director for the Tampa Bay Beaches Chamber of Commerce in St. Pete Beach, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large network of advisors and branch offices nationwide.

John Cline is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he holds a 50% ownership in Master Craft Memories, a business involved in building and selling monuments. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its offerings.