Brady Christensen is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. He previously worked at Morgan Stanley for two years and at Dale K Christensen D.D.S., P.A. for seven years. He is based in St. Petersburg, FL. 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 financial planning and consulting services through various advisory programs.

Kellie Lambert is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 licenses. She has 17 years of industry experience, including roles at multiple Raymond James entities since 2013. 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, pension plans, and municipal entities, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Timothy Volce is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates, Inc. since 2016. Outside of his advisory role, he serves as a board member and finance/investment committee member for the Museum of South Texas History. 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 charitable organizations, providing tailored financial planning and consulting primarily through non-discretionary relationships.

Ronald Klemm is a CFP®-certified financial advisor at Raymond James & Associates with 20 years of industry experience. He has been with Raymond James Financial Services Inc. since 2006 and served eight years with the Civil Air Patrol, the United States Air Force Auxiliary. 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 wide range of clients including individuals, institutional and pension plans, and charitable organizations, offering financial planning and investment consulting through various programs and an extensive affiliated research and advisory network.

Gregory Helck is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2009. Outside of his advisory role, he is the owner of several family-related business entities formed for estate planning and real estate management purposes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services, with a focus on non-discretionary advisory relationships and a range of portfolio management strategies.

Jennifer Witt is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she is an independent distributor for a cosmetic and skin care company. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Dwight Holmes is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years. Holmes is also the president of a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Faith Wilson is a Series 66-licensed financial advisor with Edward Jones in Clearwater, FL, where she has worked since 2018. She has seven years of industry experience, including time at Finnegan Real Estate Services and WW Grainger. Outside of her advisory role, she is an owner of a real estate investment LLC with her husband. Edward Jones is a wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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.

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.

Sean Hoolihan is a Chartered Financial Consultant (ChFC®) with 28 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2011. Outside of his advisory role, he is the owner and operator of Hoolihan Financial LLC. 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 employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal and public-finance advisory services.

Esther Ropp is a financial advisor with Primerica Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with Primerica Advisors since 2007 and Primerica Financial Services since 2005. Outside of her advisory role, she is involved in Wealth by Design, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

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.

Samant Sharma is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Samant organizes client wealth to empower achievement of desired life goals and brings a straightforward, client-focused approach to managing portfolios and addressing financial well-being. With experience serving a diverse clientele including physicians, entrepreneurs, corporate executives, and retirees nationwide, Samant specializes in areas such as college education planning, corporate benefits, family wealth management strategies, philanthropic planning, and services for endowments and non-profits. He maintains proactive client communication to manage lending solutions, insurance needs, estate planning, and tax considerations, drawing on the resources of Merrill and Bank of America. Samant earned a Bachelor's Degree from the University of Nebraska System and completed an Accredited Certificate Program at Boston University. He speaks English, Hindi, and Spanish. Outside of his professional role, Samant's personal interests include running, traveling, and yoga.

Henry Sly is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016, working across both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service for those nearing or in retirement. The firm's retirement income planning includes a written recommendation report and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

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.

Daniel Montana is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients manage their financial priorities through personalized investment strategies and ongoing advice tailored to their changing situations. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Daniel holds a High School Diploma from Brick Township High School and earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He communicates with clients in both English and Spanish, supporting a diverse client base. Outside of his professional role, Daniel engages in activities such as cooking, running marathons, playing soccer, spending time with his family, traveling, and watching movies.

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.

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.