Michelle Wooten is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, and has 13 years of industry experience. She has worked with Raymond James Financial Services and Raymond James & Associates for the past 10 years. Outside of her advisory role, she operates a travel business as an independent contractor using Fora as her host agency. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipalities. The firm provides non-discretionary financial planning and investment consulting, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

George Fellios is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. 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 through various advisory programs and drawing on a wide range of portfolio management styles and affiliated research.

Carsyn Norman is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role starting in 2023, he was associated with Northwestern Mutual Wealth Management Company and several other firms. 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, investment consulting, and specialized municipal advisory services.

Kate Smith is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for three years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Zachary Armstrong is a financial advisor with Ameriprise in Tampa, FL, holding the Series 66 designation and four years of industry experience. His previous roles include positions at Morgan Stanley and TD Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Nicole Delmas is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, she worked at Merrill for three years and had positions at Prescott Financial, TD Synnex, the Intercultural Advocacy Institute, 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 wide range of clients including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research.

Jasmine Butler is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones in Tampa, FL, bringing 11 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates nationwide with a large network of financial advisors and branches.

David Brand is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009, followed by positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through financial advisors and corporate agreements.

Peter Blake is a financial advisor with Edward Jones in Brandon, FL, holding a Series 66 designation and eight years of industry experience. He has held various roles since 2007, including positions at Primerica and First Watch Restaurants. Outside of his advisory work, Blake is actively involved in lacrosse coaching at multiple levels, serving as a head coach for high school and club teams and directing boys lacrosse programs in the Hillsborough County area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of advisors and branch offices. The firm offers a diverse range of investment strategies and affiliated capabilities, operating under a fiduciary standard when providing advisory services.

Clarence Milligan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 35 years of industry experience. His career includes prior roles at Morgan Keegan & Company, Amsouth Investment Management Company, AmSouth Investment Services, and William R. Hough & Co. He is based in Saint Petersburg, FL. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Ryan Croyle is a financial advisor with LPL Enterprise, holding a Series 66 designation and having three years of industry experience. His work history includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Hancock Whitney Bank. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Andrew Sinclair is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Cambridge Investment Research Advisors. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, supporting clients with tailored financial planning and a broad array of investment services.

Mariette Dayton is a Financial Advisor with Merrill Lynch Wealth Management. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Mariette completed both her Bachelor's Degree and Master of Business Administration (MBA) at the University of Tampa. Her educational background and credentials support her role in advising clients on investment and retirement planning strategies.

Mario Traywick is a financial advisor with Wells Fargo Clearing in Saint Petersburg, FL, holding Series 63 and Series 66 designations and having 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank NA since 2015. 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 manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Karyn Mc Corry is a financial advisor at Raymond James & Associates with four years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial, Freedom Mortgage Company, Optimum Plus Home Health Care, and the Third Judicial Circuit Court of Michigan. 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 individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a non-discretionary approach and a range of portfolio management styles.

Josh Kollman is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding a Series 66 designation and five years of industry experience. Prior to his current roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., he spent 19 years at The Northern Trust Company. He serves as a board member of the Children's Home Foundation Inc., a nonprofit organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by a centralized due diligence team and includes capabilities in derivatives and commodities.

Stuart Schott is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016, previously working at Wachovia Bank, N.A. since 2007. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party analytics.

Bryan Lingle Jr. is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 credential and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Autumn Bonsall is a financial advisor with Raymond James Financial Services, Inc. in Saint Petersburg, FL, holding a Series 66 license and having 21 years of industry experience. She has been with Raymond James since 2005. Outside of her advisory work, Bonsall serves as a committee member and Development Committee Chair for Jobsite Theater, a nonprofit organization in Tampa, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Hazel Mc Queen is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior experience includes roles at Goldman Sachs and the Gleneagles Group Family Office. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative research and includes capabilities in derivatives and commodities.