Corbin Kitzinger is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2009 and has worked with the broader Raymond James Financial Services, Inc. organization since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Thomas Neil is a Series 66 licensed advisor with J.P. Morgan Securities in Tampa, FL, with approximately one year of experience at the firm and its affiliated entities. His prior work includes roles at LCG Advisors and First Housing Development Corporation, as well as entrepreneurial involvement with Pane Rustica Restaurant and Salt Pines LLC. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG frameworks while offering broader derivatives and commodities capabilities.

Michael Ferrara is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. 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, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Chloe Hill is a financial advisor with Raymond James Financial Services Advisors, Inc. holding Series 66 and Series 63 credentials and five years of industry experience. She has worked at Raymond James since 2019, with prior experience at Howland and Associates, LLC and Branch Banking and Trust. Outside of her advisory role, she is an officer and secretary of Antipodean Group Inc., a business she co-owns. 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, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools, supports institutional consulting, and maintains specialized municipal and SIMPLE IRA advisory programs.

Timothy Vansolkema is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 2016. 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 clients, pension plans, and charitable organizations, offering a range of financial planning and consulting services supported by firm research and multiple portfolio management styles.

Kenneth Summers is a financial advisor at Fisher Investments with seven years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2019. Prior to joining Fisher, he was employed at Boston Scientific and attended the University of Oregon. Fisher Investments provides discretionary portfolio management to a global client base, including institutional and high-net-worth individuals. The firm employs a centralized investment approach that combines quantitative and qualitative research to manage diversified portfolios and offers a range of services including sub-advisory and retirement plan management.

Tonita Arthur is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Royal Alliance, BBVA Wealth Solutions, Morgan Stanley, and Merrill. She is based in St. Petersburg, FL. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that utilize model-based asset allocation and portfolio optimization, incorporating a range of managed account strategies and third-party manager programs.

Rosa Gonzalez is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 63 designation and bringing 35 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers its services through Financial Advisors and specialized estate planning groups.

Todd Belfiore is a financial advisor with Stifel in Tampa, FL, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Stifel Nicolaus & Co. Inc since 2013. Belfiore serves as a board member of the Brett Favre Fourward Foundation, which supports charities aiding underserved and disabled children and breast cancer patients. Stifel serves a diverse client base, including individuals of varying net worth, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach incorporates proprietary analysis and probabilistic modeling developed by the Investment Strategy Group to guide asset allocation and financial planning.

Lazette Pierce Miller is a financial advisor at Morgan Stanley with 15 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved as a sales representative in a multi-level marketing business and also works in customer service for a retail company. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and retirement strategies.

Kevin Nashbar is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include multiple positions within Raymond James entities and other financial firms such as Independent Financial Partners and Total Insurance Brokers. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Dane Parker is a financial advisor at Stifel in Tampa, FL, holding a Series 66 credential with one year of industry experience. His prior career includes over three decades in medical-related businesses, including ownership roles in medical clinics and aesthetic salons. He is a silent owner of True MD and Premier Salon and Spa, a medical aesthetics and hair and nail salon. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses proprietary investment methodologies developed by its Investment Strategy Group to support client decision-making in asset allocation and financial planning.

Daniel Angulo is a financial advisor at UBS Financial Services in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Total Quality Logistics and Outback Steakhouse, as well as time spent at Florida State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates across multiple financial sectors, including wealth management, institutional trading, and capital markets services.

Nathanael Gregor is a financial advisor at Raymond James Financial with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Midwestern Securities Trading Company, Calton & Associates, and Raymond James & Associates. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning using analytical tools and supports a broad advisor network, including specialized municipal and public finance work.

Zachary Thebeau is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Columbia Management Investment Distributors, and Putnam Retail Management. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering various financial planning, portfolio management, and institutional platforms.

Richard Loud is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has prior work experience at United Ground Express and Delta Global Services. He is based in Tampa, FL. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutional investors.

Amy Micik is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in Behavioral Finance and serves as a Senior Portfolio Advisor, managing custom investment strategies and selecting from a range of investment portfolios to help clients pursue their objectives. Amy is a Chartered Retirement Planning Counselor™ (CRPC), Accredited Wealth Management Advisor™ (AWMA), and holds additional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Amy's expertise spans areas such as college education planning, legacy planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, as well as tax minimization. She serves a diverse client base including business owners, corporate executives, professional athletes, individuals with sudden or inherited wealth, widows, divorcees, and families. Her approach emphasizes putting the client's interests first and creating plans that clients can easily understand and follow, drawing from her background in education, psychology, and technology. Amy holds a Bachelor's Degree from Illinois State University. Outside of work, she enjoys adventure sports, antiquing, boating, dancing, gardening, hiking, interior decorating, reading, writing, and yoga. She supports organizations such as Habitat for Humanity, Stop Soldier Suicide, and The Boys & Girls Club, and is a supporter of the arts, environmental causes, children, and animals.

Andrew Kohl is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial priorities and develop strategies to address their short-, mid-, and long-term goals. His advisory services encompass general investing, retirement planning, and preparing for unforeseen financial needs. He also facilitates client access to Bank of America specialists for banking, credit, home financing, and small business solutions. Kohl’s areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and is registered with NMLS ID 2399358. His educational background includes a high school diploma from Harrison High School and attendance at Georgia Southern University without degree conferral. Outside of his professional role, Andrew Kohl is involved with Kiwanis International. He enjoys adventure sports, basketball, fishing, football, golfing, music, and spending time with his family. He is an enthusiastic NFL football fan who follows games regularly with his wife and two young children.

Talon Van Wert is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 66 registrations and 18 years of industry experience. His prior work includes roles at Fisher Investments, Bank of America, Merrill, and T. Rowe Price. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances.

Jillian Kane is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation. Prior to joining UBS, she worked in digital marketing and held various roles in hospitality and fitness. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor plans based on clients’ goals and risk tolerances.