Pamela Price is a financial advisor at Raymond James Financial with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and operates as an independent advisor through Sherpa Wealth Partners, LLC, which she co-owns with her partner. Additionally, she serves as a precinct deputy assisting voters at the Pinellas County Board of Elections. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools, and it maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Darrell Runyon is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions with Northwestern Mutual Investment Services LLC and teaching at Polk County School Board and Wayne County Schools. 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 utilizes a range of advisory models and third-party program sponsors to tailor investment solutions based on client risk tolerance and plan objectives.

Raymond Loeffler is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has previously worked at Cuna Brokerage Services, Inc., Suncoast Credit Union, Wells Fargo Clearing, and Merrill. Outside of his advisory work, he is involved with Precision Fitness Training Co., a business he has been associated with for over 15 years. 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 financial planning and investment services, utilizing a large network of advisors and a variety of portfolio management options supported by advanced operational 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.

William Carroll is a financial advisor with Wells Fargo Clearing in Tarpon Springs, FL, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and has been associated with Wachovia Bank, N.A. since 2004. Outside of his advisory role, he is a commissioned notary public. 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 provides a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Brendan Patrick is a financial advisor with OSAIC, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018, with prior roles at Signator Investors, Inc. and Transamerica Financial Advisors. Outside of his advisory work, Patrick serves as an investment consultant for GFA Financial Group, LLC, focusing on administrative assistance, analysis, and client relationship management. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization and supports a wide range of program offerings, including third-party money managers and proprietary models.

Gary Richardson is a financial advisor with LPL Financial in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior firms include Invest Financial Corporation, Broker Dealer Services, and Transamerica Financial Advisors. Outside of advising, he serves as president of Sequoia Holdings, a real estate rental business. 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 and institutional platforms, supporting over 22,800 advisors managing more than $819 billion in discretionary assets.

Brittany Bartlett is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 14 years of industry experience. She has been with various Raymond James entities since 2012. 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, institutions, and corporations. The firm uses tailored, non-discretionary planning and risk profiling tools to support client goals and offers specialized services such as municipal advisory work and a SIMPLE IRA Employer Advisory & Consulting Services program.

Daniel Kemler is a financial advisor with Raymond James & Associates. He holds a Series 66 designation and has 17 years of industry experience. He has been with Raymond James & Associates since 2007. 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 clientele, including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Amie Quattrocki is a financial advisor with Wells Fargo Advisors in Clearwater, FL, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. Her career includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes cash-flow, retirement, education, risk, and wealth transfer planning as well as specialized services such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summary letters, with optional implementation through its brokerage or advisory programs.

Patrick O'Connor is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2001 and serves as a director and member of the executive committee at Junior Achievement, where he is also involved in the finance and investment committees. 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 institutional fiduciary services.

Jeremy Jones is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and nine years of industry experience. His prior work includes positions at Morgan Stanley Private Bank and Valic Financial Advisors. Raymond James & Associates is a large, dual-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, and municipal entities, providing tailored financial planning and consulting services with a range of portfolio management styles and affiliated research.

Seth Bolno is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, he supports his wife's personal training business by managing her business records and deposits. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles and affiliated research, along with municipal advisory services and employer retirement plan consulting.

Robert Carney Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and Wells Fargo Private Bank since 2013. Outside of his advisory role, he serves on the Architectural Review Board for The Villages of Monterey HOA in Naples, Florida. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Robert Scott is a financial advisor with MassMutual Investors Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Ameriprise and Wells Fargo. Outside of his advisory duties, he operates an insurance brokerage specializing in life, disability, long-term care, group insurance, fixed annuities, and health products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative planning and a range of specialized services including estate and employer-sponsored planning.

Jason Hughley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has worked at Cetera since 2019 and previously spent 10 years at Foresters Financial Services. Outside of his advisory role, he provides educational seminars as a retirement specialist and serves as a team-based model consultant. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide through a network of independent advisors. The firm offers a range of portfolio management and retirement plan services, utilizing a multi-manager platform with both affiliated and third-party investment options.

Xavier Pujol is a financial advisor at Osaic Wealth with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2018, he spent 26 years at Signator Investors, Inc. Pujol is also involved with Signature Financial Solutions as a presenter and insurance broker. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization to deliver customized investment solutions.

Richard J. Cotton is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in financial services. As a Senior Portfolio Manager, he manages discretionary portfolios through his own personalized or defined strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. His approach focuses on family wealth management, investment consulting for defined contribution plans, personal retirement planning, portfolio management services, and retirement income strategies. Rick Cotton holds the Chartered Financial Analyst® (CFA®) designation, along with certifications as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from the University of Florida and a master's degree from Nova Southeastern University. A lifelong resident of Florida, he is married and has two grown daughters. In addition to his professional work, Richard is active in community service through participation in organizations such as Rotary. His personal interests include fishing, football, and traveling.

Keith Rust is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2011 and also works with Raymond James Financial Services. Rust serves on the board and Finance/Investment Committee of The Florida Orchestra, 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 a diverse client base including individuals, institutions, and municipal entities, and offers financial planning and consulting services supported by a broad range of investment management styles and affiliated research.