Gregory Linkner is a financial advisor with Ameriprise in Clearwater, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation to support its advisory process and emphasizes products from select affiliated fund families.

Anthony Battaglia is a CFP® professional with 20 years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses and is based in Clearwater, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions across a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets and provides discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Keith Elser is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and T. Rowe Price Investments. 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 broad client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research resources.

Grace Austin is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Raymond James Financial Services, Inc. since 2004. Outside of her financial career, she has been involved with S.R.G. Amy's Hallmark since 2000. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, and institutional entities. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and modeling to support client decisions.

Robert Wayland is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2022. Prior to this, he held roles at Kestra Advisory Services and KESTRA Investment Services. He is also the owner of several business entities, including Bull and Bear Wealth Management Partners, LLC, and Wealth Advisory LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, employing a range of investment strategies and platform arrangements tailored to client objectives.

Douglas Brigman is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and over 11 years of industry experience. He has been with Raymond James & Associates since 2008. 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 and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Ian Rice is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at T. Rowe Price Advisory Services and T. Rowe Price Investment Services for 14 to 16 years. He is based in St. Petersburg, Florida. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutional plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting with an emphasis on tailored plans supported by firm research, multiple portfolio management styles, and municipal advisory services.

Alfred Caudullo is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and reporting 27 years of industry experience. He has been with Raymond James & Associates since 1998. Caudullo serves on the University of South Florida Investment Committee, contributing to the oversight of the university’s investment pools. 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 public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser force.

Trevor Prince is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Raymond James, he worked at RBC Capital Markets, LLC and has consulting experience through his role managing Royal Iveagh Holdings LLC, which provides consulting services to small companies. He is also a passive investor in an online financial platform called Origin Financial. 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 non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Alexander Keim is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds the Series 66 designation and has worked at Raymond James in various capacities since 2016. Outside of his advisory role, he serves as president of Innovatier Inc., where he manages annual accounting and shareholder updates. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique arrangements such as affiliation with a municipal advisor and specialized SIMPLE IRA consulting programs.

Elizabeth Salmon Osbon is a Series 65-licensed financial advisor with 24 years of industry experience. She is currently affiliated with OSAIC and has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. In addition to her advisory role, she serves as a poll worker for the Pinellas County Supervisor of Elections. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutional clients, providing a range of services such as brokerage, investment advisory, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and portfolio construction methods, offering both discretionary and non-discretionary account management.

George Compton is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include work with Angel & Associates, Coastal Tax Advisory Group, and Waddell & Reed. He has involvement with Coastal Tax Advisory Group, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Adam Tindle is a financial advisor with Raymond James & Associates holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James since 2014 and previously spent seven years at Charles Schwab. 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 a range of advisory programs with a non-discretionary approach to investment implementation.

Frankie Irizarry is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Cetera and GTE Federal Credit Union. 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 databases.

Andrew Hobbs is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Raymond James & Associates in St. Petersburg, FL. He has been with Raymond James & Associates 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 that includes individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Amanda Gima is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and with 10 years of industry experience. She has previously worked with First Command Insurance Services and First Hawaiian Bank among other roles. 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 and consulting through multiple advisory programs.

Julia Theis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. She also teaches preschool dance classes part-time at the YMCA Dance Academy. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services supported by a range of portfolio management styles and in-house research.

Eric Hoover is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior roles include positions at Raymond James and Associates and Merrill Lynch. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory work for charitable gift funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Brandon Stone is a financial advisor with UBS Financial Services, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services Inc. since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 client plans.

April Anne Orsi is a financial advisor at OSAIC with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial Services and FSC Securities Corporation. Outside of finance, she owns a business that buys and sells vintage items online. OSAIC serves a diverse client base ranging from individual and high-net-worth investors to institutions, offering a wide range of investment advisory and brokerage services. The firm employs various asset-allocation tools and third-party solutions to construct and manage portfolios across multiple asset classes.