Patrick Carey is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 66 designation and previously worked at Lord Abbett & Co. LLC. Outside of his advisory role, he is a limited partner in several commercial rental property ventures in Maine that provide housing for market rate lower income individuals. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment approach with a five-member committee, utilizes tax-aware processes, and manages risk using a range of defensive tactics.

My Edmonds is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2014. He is a board member and finance/investment committee member for Gulf Coast JFCS, a nonprofit organization. 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs and a broad range of portfolio management styles.

Jonathan Bik is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he focuses on delivering a comprehensive wealth management approach that begins with understanding clients and their families, financial situations, and priorities. He works to create customized strategies that adapt to clients’ evolving needs and market conditions, leveraging Merrill’s investment insights and the banking services of Bank of America. Jonathan specializes in managing new wealth, personal retirement planning, tax minimization, and retirement income strategies. He collaborates closely with clients to align wealth management plans with their values and goals. His expertise includes retirement planning, 401(k) analysis, portfolio strategies, education planning, cash flow modeling, estate planning services, and tax minimization. He also facilitates access to banking support for large purchase financing as part of addressing clients’ broader financial needs. He holds a Bachelor’s Degree from the University of Kentucky and an MBA from Saint Leo College. Jonathan has earned several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he volunteers with the Florida Holocaust Museum and enjoys boating, football, golfing, ice hockey, music, reading, running, spending time with his family, and watching movies.

Brennan Lane is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining UBS, Lane worked at Sorrento Pacific Financial, LLC and Community Bank. Lane is also involved in managing an AI-driven e-commerce business focused on consumer products. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and banking solutions.

Deborah Barnes is a financial advisor at Robert Baird & Co. with nine years of industry experience. She holds a Series 66 designation and has been with Robert Baird since 2016. Outside of her advisory role, she is the proprietor of Moon Gazing, LLC, a small business. Robert Baird’s DDK Group, where she works, serves individuals, families, institutional clients, and charitable organizations by providing tailored financial planning and portfolio management services, including both discretionary and non-discretionary strategies.

Tobin Hom is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 1993. Outside of his advisory role, he serves as co-trustee on a family trust. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Ricardo Rampersad is a financial advisor with Primerica Advisors in Brandon, FL, holding a Series 65 designation and 20 years of industry experience. He has been with Primerica Advisors since 2014 and has prior work history including roles at Primerica Financial Services and Arrmaz Custom Chemicals. Outside of financial advising, he serves as an executor for a non-client estate. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and limited separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Christopher Bartkus is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 53 years of industry experience. His career includes roles at Cetera Wealth Services, Summit Financial Group, and Compensation Programs Inc of Florida, where he has also served as president of an insurance agency offering life and health products. He acts as a notary and trustee of a family trust in addition to managing a commercial property with professional tenants. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform with access to affiliated and third-party investment models and reported over $256 billion in assets under management.

Kathy Burke is a financial advisor at Morgan Stanley with 45 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Citigroup Global Markets. Outside of her advisory role, she owns and manages a rental property business in Ohio. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning supported by structured discovery processes and firm-approved tools.

Maria Contreras Munoz is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and one year of industry experience. Before joining Equitable Advisors in 2025, she was involved in entrepreneurial ventures including ownership of Highlight Beauty MC, LLC, where she works as a permanent makeup artist. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers advice through a network of representatives and leverages third-party programs and managers to implement customized investment solutions.

Shari Yvanna Banal is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she had roles at Zen Noodle Bar, Northrop Grumman, and TradePMR. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines extensive retail and institutional services with additional activities including private fund relationships and principal trading.

Andrea Register is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and 22 years of industry experience. She has been with Merrill since 2009 and previously worked at Banc of America Investment Services, Inc. and Banc of America Securities LLC. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Vincent Picciotto is a Series 66-registered financial advisor with Merrill in Tampa, FL, and has 26 years of industry experience. He has been with Merrill since 2010. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Andrew DiFiore is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served in several positions within Fidelity, including Planning Consultant, Relationship Manager, and Central Relationship Manager between 2023 and 2025. His career in financial services began with Charles Schwab as a Financial Services Representative in 2022, following an internship at Virtus Financial Partners in 2021. Andrew and his team focus on creating an environment of trust to help clients and their families feel confident in their financial plans, enabling them to concentrate on their personal passions. He aims to be the primary resource for clients when life events impact their finances. Outside of his professional work, Andrew enjoys spending time at the beach, engaging in fitness activities, playing football and golf, traveling, and caring for pets.

Matthew Corman is a financial advisor at LPL Financial with nine years of industry experience. He holds the CFP® and Series 66 designations and has worked at several firms including AE Wealth Management, Generations Retirement Group, and CreativeOne Wealth. Corman is also associated with Suncoast Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Katherine Gross is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 66 credentials and 29 years of industry experience. She has worked at Raymond James & Associates since 2020 and previously spent over a decade at Bank of America and Merrill. 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 municipal advisory services.

Roberto Annoni Fuertes is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Carillon Fund Distributors, PennyMac Financial Services, and UBS. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, pension plans, and municipalities—and offers a range of financial planning and consulting services supported by extensive research and portfolio management options.

Elisha Kapkowski is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, Kapkowski held roles at JPMorgan Chase Bank, NextPath Workforce Solutions, Guided Financial Advisors, and Northwestern Mutual. Outside of financial services, Kapkowski has owned a fitness-related business, Kap Fitness LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Jodi Johnston is a financial advisor with Raymond James Financial in Tampa, FL, holding a Series 66 credential and bringing 20 years of industry experience. She has worked with Raymond James and its affiliated entities since 2005 and is the owner of Levine Legacy Group, LLC, d/b/a Phoenix Financial Partners, operating as an independent contractor. 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, corporations, and institutional clients. The firm provides non-discretionary planning and consulting tailored to client goals using analytical tools and supports specialized municipal and public finance work through its affiliation with a municipal advisor.

Eric Mc Lendon is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its predecessor firms since 1995. Outside of his advisory role, he serves as president on a local board of directors and is involved in retail business ownership. Ameriprise is a large institutional firm offering a retirement-income planning service targeting individuals with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that combines research, modeling, and tax-efficient strategies to generate personalized recommendations.