Dean Landsman is a CFP® and ChFC® with 28 years of experience in the financial industry, currently serving at Edward Jones since 1999. He is based in St. Petersburg, FL. Outside of his advisory role, Landsman is active as a part-time musician performing at local clubs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Barth Morreale is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2016. Outside of his advisory role, he is involved with GJC Legacy and Associates, Inc., where he manages an advisory business. Ameriprise offers a retirement-income planning service for individuals nearing or in retirement who meet certain asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficient strategies to deliver tailored retirement recommendations.

Marsha Werner is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been with Raymond James & Associates since 2014. Werner serves as a member of the finance and investment committee for a nonprofit condominium association. 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 municipalities, offering customized financial planning and investment consulting supported by a wide range of portfolio management styles and affiliated research.

Thomas Panos is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL, holding CFP® and ChFC® designations and bringing 29 years of industry experience. He has been with Raymond James since 2009 and is also the CEO and president of Panos Wealth Partners Group, Inc. Outside of his advisory role, he is involved with Bourbon Barrel Buddies, LLC, a private investment entity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary consulting using analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

Allison Brown is a financial advisor at Raymond James Financial with nine years of industry experience. She holds the Series 66 and Series 63 designations and has worked within various divisions of Raymond James since 2013. 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, pension plans, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs alongside specialized municipal and public-finance services.

James Valenti is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 credentials with 42 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

Darrell Runyon is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked with Northwestern Mutual Investment Services LLC and served in educational roles with the Polk County and Wayne County School Boards. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Brandon Schoeppler is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves as Vice President on the boards of the Young Professionals of Tampa Bay Estate Planning Council and The Bay Area Estate Planning Council. He is also involved in independent insurance brokering and manages a business entity, Pomona Management LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized consulting team and an approach that integrates both algorithmic automation and personalized review.

Raymond Loeffler is a financial advisor with LPL Financial, holding a Series 66 credential and 13 years of industry experience. He has worked at LPL Financial since 2022 and concurrently maintains roles at Cuna Brokerage Services, Inc. and Suncoast Credit Union since 2016. Outside of his advisory roles, he has been involved with Precision Fitness Training Co. since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, using both discretionary and non-discretionary management approaches supported by extensive research and technology tools.

Matthew Lascari is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Raymond James since 2017. Prior to that, he was with The Prudential Insurance Company of America and Pruco Securities LLC from 2015 to 2017. 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 financial planning, non-discretionary investment consulting, and institutional fiduciary services, with a range of portfolio management options and municipal advisory services.

George Banks is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Raymond James Financial and Scottrade, Inc. prior to his current role. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers tailored financial planning and consulting services through a range of portfolio management styles and affiliated research resources.

Scott Geric is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved with Geric/Hemp Investment Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Robert Torris is a financial advisor with LPL Financial based in St. Petersburg, FL, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and Bluewater Financial for over 15 years each. Outside of advisory services, Torris is involved with RVTCHARWELL, Inc., a business entity unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Matthew Borasch is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2006. Outside of his advisory work, he serves on the Board of Directors of the Tampa Bay Seminole Club and is a past president of the organization. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic support.

Brendan Patrick is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates, Inc. since 2018 and Signator Investors, Inc. from 2016 to 2018. In addition to his advisory role, he serves as an investment consultant at GFA Financial Group, LLC, focusing on administrative assistance, analysis, and client relationship management. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a wide network of affiliated advisers and multiple platforms. The firm utilizes a range of investment tools and third-party solutions to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Christopher Immoos is a financial advisor at UBS Financial Services in Tampa, Florida, holding a Series 66 designation. He has prior experience at Morgan Stanley, L2 Consulting Solutions, Global Financial Impact, World Financial Group, and served in the United States Marine Corps from 2013 to 2024. In addition to his advisory role, he is a consulting partner at Pau Hana Consulting LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Mary Louise Ferguson is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding a Series 66 designation and with 25 years of industry experience. She has been with RBC Capital Markets since 2009 and also works with City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to clients' risk profiles using a mix of in-house and third-party managers.

Gary Richardson is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2018, previously serving at Invest Financial Corporation and Broker Dealer Services. Outside of his advisory role, he is president of Sequoia Holdings, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Marlena Ocasio is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and INVEST Financial. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 plans to clients’ goals and risk tolerances.

Joaquim Nally is a Financial Advisor with Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he focuses on getting to know clients to understand what is important to them and help develop strategies to pursue their financial goals. His services cover areas including general investing, retirement planning, and preparing for unexpected financial needs, along with providing access to specialists in banking, credit, home financing, and small business solutions. He holds several professional designations including Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Joaquim completed his high school education at Donald E Gavit. Outside of his professional work, Joaquim enjoys activities such as basketball, boating, football, golfing, music, pickleball, soccer, spending time with his family, traveling, and watching movies.