Mark Peterman is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in Largo, FL, and has 14 years of industry experience. He has worked with Wells Fargo Advisors, LLC prior to his current role, where he has been since 2016. 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 supported by research from Wells Fargo Investment Institute and third-party data.

Nicolas Engelbert is an advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials. He has experience working with Raymond James & Associates and DTCC, with a career spanning multiple roles since 2019. 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 a range of advisory and consulting services through its Wealth Advisory Services Program and Institutional Fiduciary Solutions division.

Charles Kusche 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 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, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lataney Levy is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds a Series 66 designation and has worked at various Raymond James entities since 2013. Outside of her advisory role, she is involved as an owner of a small cleaning service business where she assists with administrative duties. 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 offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ryan Doherty is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses. He has five years of industry experience, including one year at Morgan Stanley and prior to that, a nine-year career as a professional athlete. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Kristel Branish is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked with several Raymond James entities since 2022, as well as prior experience at Securities America and Ameriprise Financial Services. 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 a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Scott Coughlin 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 work includes roles at PostcardMania, PennyMac, Capital Array, and Provident Funding. 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 a diverse clientele including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various programs and a range of portfolio management styles.

Mary Nelson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and 44 years of industry experience. She previously worked for Calton & Associates, Inc. for 32 years before joining Raymond James in 2019. Outside of her advisory role, she serves as president of PG Sarres, Inc., a family business involved in commercial property leasing. Raymond James & Associates is a large broker-dealer and registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning, investment consulting, and municipal advisory services.

Michael Santos is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at Citizens Securities, Inc., Ameriprise, and AXA Advisors. 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 institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Russ Ames is a financial advisor at RBC Capital Markets with one year of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at City National Bank and entrepreneurial ventures related to militaria collectibles. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring tailored portfolio management, financial planning, and custody services, supported by a combination of in-house and third-party investment managers.

Conor Burkart is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, with one year of industry experience. His prior roles include positions at Lake Michigan Credit Union, Directed Capital, and Burkart Financial Group. 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—including individuals, institutions, pension plans, and municipal entities—and offers a range of financial planning and investment consulting services through both Wealth Advisory and Institutional Fiduciary Solutions divisions.

Michael Rhoads is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. Outside of his advisory role, he is an owner and partner of Rhoads Traveler LLC, a residential investment property business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting delivered through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, providing a range of advisory and brokerage services.

Derek Holstein is a Financial Advisor at Merrill Lynch Wealth Management who specializes in wealth management, retirement planning, and comprehensive financial planning. He focuses on helping individuals, families, and business owners achieve their financial goals through personalized strategies tailored to their unique circumstances and long-term aspirations. Derek's approach centers on building meaningful relationships and providing thoughtful guidance, objective advice, and ongoing support to empower clients at every stage of their financial journey. Since beginning his career with Merrill Wealth Management in 2018, Derek has developed expertise in managing and preserving wealth through disciplined investment guidance and personalized planning. He holds the Certified Private Wealth Advisor® (CPWA®) designation, reflecting his commitment to serving the sophisticated needs of high-net-worth clients. Additionally, he has earned the Personal Investment Advisor (PIA) credential. Derek graduated from Florida State University with a Bachelor's degree in Finance and a minor in Entrepreneurship. Outside of his professional work, he enjoys activities such as baseball, boating, cooking, fishing, football, golfing, music, reading, running, and spending time with his family.

Maria Bonino Houserman is a financial advisor with LPL Financial in St. Petersburg, FL, holding a Series 66 designation and 26 years of industry experience. She worked at Ameriprise from 2000 to 2013 before joining LPL Financial, where she has been since 2013. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jordan Milani is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MassMutual and Bankers Life in various advisory roles. In addition to his advisory work, Milani is also licensed as an insurance agent specializing in life and health insurance. 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 uses analytical tools and customized planning to support non-discretionary consulting and manages specialized programs such as wrap-fee advisory services and municipal advisory work.

Payne Curley is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Raymond James, Curley worked in education for 17 years. 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 a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Roderick Jefferson is a financial advisor with Edward Jones in Clearwater, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Cetera Investment Services and Advisors, Bank of America, and Merrill Lynch. Outside of his advisory work, he owns a retail business in Clearwater that receives proceeds from book sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Thomas Ghebrai is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, he worked for Morgan Stanley and has also spent time in roles outside of financial services, including at Berns Steakhouse and University of South Florida. 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, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor its non-discretionary planning and consulting services and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Christian De Sario is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James and its affiliated entities since 2018 and previously worked at INVEST Financial Corp. and The Good Company. Raymond James & Associates, Inc. is a large 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 solutions with a range of portfolio management styles and affiliated research.

Kyle Richardson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has been with Raymond James and its affiliated entities since 2015. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services through various advisory programs.