Sean Goodrich is a CFP® professional with 28 years of experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked with various Raymond James entities since 2000 and is the sole owner of Goodrich Wealth Planning. Outside of advisory work, he owns Goodrich Ventures of Florida, 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, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through a broad network of advisors and specialized programs.

Daniel Delguidice is a financial advisor at OSAIC Wealth Inc with five years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at firms including New York Life Insurance Co, NYLIFE Securities, and VALIC Financial Advisor, Inc. Delguidice is also the founder of an apparel wholesale and retail business and an advertising and marketing company. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment approach with emphasis on asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selections.

Jonathan Palmer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. He has worked at Raymond James since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. He is a partner in Salmon Bay Capital Advisors LLC, a business established in 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Seth Hoffman is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James since 2017, following a six-year tenure at Invest Financial Corporation. 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, and municipal entities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research resources.

Timothy Killgoar is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He has worked with various Raymond James entities since 2008. Killgoar is also a manager of Southpaw 21, LLC, an entity established to hold real property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and investment consulting services with a range of portfolio management styles supported by affiliated research and sub-advisers.

Dipti Dastidar is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, INC and Raymond James and Associates since 2017, following prior roles at GF Investment Services, LLC and Global Financial Private Capital, LLC. 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 advisory services, utilizing a range of portfolio management styles supported by affiliated research and model manager options.

Kimberly Geiger is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Raymond James in 2019, she worked at Fidelity Personal and Workplace Advisors from 2015 to 2019. Outside of her advisory role, she sells clothing online through the Poshmark app. 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, institutional clients, and public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jason Wolgemuth is a financial advisor with Edward Jones in Largo, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Raymond James for 16 years before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Schreck serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2006, providing financial advisory services to his clients. His expertise is supported by his professional designations, including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). David earned his bachelor's degree in finance from Auburn University, graduating cum laude. Alongside his professional commitments, he is an instrument-rated pilot and engages in boating, mountain biking, and traveling. He resides in Clearwater Beach, Florida, with his wife and two daughters.

Kristin Lysak is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes 12 years at Merrill before joining Raymond James in 2021. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Matthew Kuraya Ziyadeh is a financial advisor at Raymond James & Associates with five years of industry experience. He has held positions at Raymond James & Associates, E*TRADE Securities, Morgan Stanley, and USAA. Ziyadeh holds a Series 66 designation and 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, pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Haywood Tellis is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding a Series 63 designation and bringing 36 years of industry experience. His background includes nearly three decades at MetLife Securities Inc. and over a decade with MassMutual Life Insurance Company. Outside of his advisory role, he operates as an independent insurance agent and runs Tellis and Tellis Insurance LLC, focusing on homeowners insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs, emphasizing collaborative, annual client relationships and goal-based strategies.

Charles Parks is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and worked previously at Hornor, Townsend & Kent, Inc. for 21 years before joining OSAIC in 2020. He is president of 21st Century Financial Inc., a firm involved in insurance sales and service. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a model-based investment process emphasizing asset allocation, portfolio optimization, and a variety of managed account programs.

Julia Murray is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has worked previously at Smile Direct Club and Hillwood Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Kenton Cardon is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Raymond James since 2016 and previously spent one year with Wells Fargo Advisors. 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Christy Falco is a financial advisor at Raymond James & Associates in St. Petersburg, FL, with 15 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2017. Her prior experience includes a position at Transamerica Financial Advisors, Inc. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Matthew Lewis is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior work includes roles at Deloitte, General Dynamics, and academic positions at Southern Illinois University and the College of Business SIUC. Edward Jones is a full-service wealth management firm with over four million clients and approximately $1.01 trillion in assets under management. The firm provides a range of advisory services to individual, institutional, and corporate clients through a large nationwide network of financial advisors and branch offices.

Nicola Saner is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 13 years with the firm. She has three years of industry experience. Saner is also preparing to manage a rental property through an LLC she formed for that purpose. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers financial planning and advisory services supported by a broad range of portfolio management styles and affiliated research.

Sean Rees is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and Securities America, Inc. Outside of his advisory role, Rees serves as a notary and owns an LLC for managing payroll and tax filings. OSAIC is a multi-advisor platform serving retail and institutional clients, including high-net-worth households, retirement plan sponsors, charities, and corporate entities. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and access to third-party managers and proprietary strategies.

Paul Covelski is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been serving Fidelity clients for more than 20 years, focusing on helping clients and their families grow and protect their wealth, make sound investment decisions, and simplify their financial lives. Paul partners with clients to understand their goals and build customized financial plans tailored to their unique situations. His extensive experience at Fidelity includes roles such as Financial Consultant, Investment Representative, Private Client Group Relationship Manager, Premium Services Representative, Financial Representative, and 401k Customer Service Associate. Prior to joining Fidelity, he worked as a Personal Banker at Bank of America. Paul holds a California Insurance License. Outside of his professional career, Paul enjoys family activities, military service, outdoor adventures, parenthood, running, and traveling.