Willem Marx is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Marx volunteers as a soccer coach at First Baptist Church of Indian Rocks in Largo, Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Min is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has worked with ASC Trust and New York University. 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, pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gavin Mc Lay is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. His background includes roles at Raymond James & Associates, Florida State University, Boaters Republic, and Northeast High School. Outside of advisory work, he serves as a captain for hire through Outta Line Fishing Charters. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

William Thurber is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at Fidelity Investments and Raymond James Financial Services. Outside of finance, he has experience with the Oak Square YMCA. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary advice using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Carrie Esposito is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and 12 years of industry experience. She has worked at Raymond James since 2018 and previously held roles at MML Investors Services and Massachusetts Mutual Life Insurance Company. Since 2022, she has also served as the Pinellas County Supervisor of Elections. 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, investment consulting, and specialized municipal advisory services.

Aidan Strzempka is a financial advisor at Raymond James & Associates with a Series 66 designation. He has recently begun his career in the industry and has prior experience at Edward Jones and Bowden's. 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 broad client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through multiple advisory programs.

Eric Harter is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds the Series 66 designation and has been with various Raymond James entities since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools to help illustrate potential outcomes and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jennifer Rico is a financial advisor at Ameriprise Financial Services with nine years of industry experience. She holds a Series 66 credential and has worked at Ameriprise in various capacities since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Marley is a financial advisor with Wells Fargo Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked within various Wells Fargo entities since 2014, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services, utilizing proprietary research and planning tools. The firm offers a broad range of planning options tailored to clients meeting certain net-worth thresholds, including specialized services such as business-owner transition and sports & entertainment planning.

Jared Emerick is a financial advisor at UBS Financial Services in Petersburg, FL, holding a Series 66 designation with six years of industry experience. He has worked at UBS since 2019 and previously held roles at No Rules Offshore Adventures Inc. and Al Seer Marine Supplies. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of investment products. The firm combines institutional trading capabilities with wealth management services through its broad platform.

Christopher Butler is a CFA® charterholder affiliated with Raymond James & Associates in St. Petersburg, FL, with 23 years of industry experience. He has been with Raymond James & Associates since 2002. Butler serves on the board of Big Brothers Big Sisters of Tampa Bay and is the incoming Board Chair starting in 2026. 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 investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

David Tomberlin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at T. Rowe Price Investment Services, Inc. for eight years before joining Raymond James in 2018. Outside of his advisory role, he serves on the JDRF Tampa Bay Chapter Walk Committee and as the Gala Logistics Chair. Raymond James & Associates is a large institution overseeing roughly $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 municipal advisory services.

Hunter Timmons is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has worked in various roles prior to his current position, including positions at Liberty University and S.C. Thomas & Associates, CPA. 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, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Felicia Salfran is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds the Series 66 designation and has worked at notable firms including Merrill Lynch and Bank of America. Her career also includes five years at the University of South 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Becir Cesko is a financial advisor at Edward Jones in St. Petersburg, FL, holding a Series 66 designation with three years of industry experience. His prior experience includes roles at Raymond James / Revolution Technologies and Mcadam Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of advisors and branch offices.

Jesse Black is a financial advisor at Edward Jones in Seminole, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was self-employed with Form Fit Design for 25 years and worked with Creative Pinellas and American Stage Theatre Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Paul Mittman is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and ABM Health Care Services. Before entering finance, he spent over two decades in education. 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 investors, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christina Cardone is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, including over a decade at Morgan Stanley Private Bank, N.A. She is also the manager of Alouette Holdings LLC, an investment and finance-related business based in Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client engagements and corporate agreements.

Eric Fenger is a financial advisor with Charles Schwab in St. Petersburg, FL, holding Series 63, Series 65, and Series 66 licenses and bringing 24 years of industry experience. He has previously worked at Fisher Investments, Swan Global Investments, Northern Lights Distributors, and Franklin Templeton Distributors. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wrap fee advisory programs, managed accounts, and financial planning services through a combination of non-discretionary and discretionary investment options. The firm’s integrated structure supports a wide range of investment solutions and centralized operational services.

Kerry Farley is a financial advisor with Cetera and holds Series 63 and Series 65 designations. He has 36 years of industry experience, including roles at SunTrust Advisory Services and Regions Bank. Farley has been with Cetera since 2018. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.