Brendan Patrick is a financial advisor with OSAIC, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018, with prior roles at Signator Investors, Inc. and Transamerica Financial Advisors. Outside of his advisory work, Patrick serves as an investment consultant for GFA Financial Group, LLC, focusing on administrative assistance, analysis, and client relationship management. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization and supports a wide range of program offerings, including third-party money managers and proprietary models.

Christopher Immoos is a financial advisor at UBS Financial Services in Tampa, Florida, holding a Series 66 designation. He has prior experience at Morgan Stanley, L2 Consulting Solutions, Global Financial Impact, World Financial Group, and served in the United States Marine Corps from 2013 to 2024. In addition to his advisory role, he is a consulting partner at Pau Hana Consulting LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Mary Louise Ferguson is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding a Series 66 designation and with 25 years of industry experience. She has been with RBC Capital Markets since 2009 and also works with City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to clients' risk profiles using a mix of in-house and third-party managers.

Gary Richardson is a financial advisor with LPL Financial in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior firms include Invest Financial Corporation, Broker Dealer Services, and Transamerica Financial Advisors. Outside of advising, he serves as president of Sequoia Holdings, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, supporting over 22,800 advisors managing more than $819 billion in discretionary assets.

Marlena Ocasio is a financial advisor with UBS Financial Services in Tampa, FL, holding a Series 66 designation and 15 years of industry experience. She previously worked at Morgan Stanley for three years and INVEST Financial for ten years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of products including discretionary portfolio management, financial planning, and alternative investments.

Joaquim Nally is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on understanding what matters most to his clients in order to help develop strategies aimed at pursuing their financial goals. His role encompasses providing advice on general investing, retirement planning, and preparing for unexpected financial needs. Joaquim also coordinates with specialists at Bank of America to offer services related to banking, credit, home financing, and small business solutions. He holds several professional designations including Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Joaquim obtained his High School Diploma from Donald E Gavit. Outside of work, he enjoys various activities such as basketball, boating, football, golfing, music, pickleball, soccer, spending time with his family, traveling, and watching movies.

Dawson Goldman is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has previously worked at Equitable Advisors and held various roles outside the financial sector, including positions at Enterprise Holdings and Akerman LLP. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Brittany Bartlett is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 14 years of industry experience. She has been with various Raymond James entities since 2012. 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, institutions, and corporations. The firm uses tailored, non-discretionary planning and risk profiling tools to support client goals and offers specialized services such as municipal advisory work and a SIMPLE IRA Employer Advisory & Consulting Services program.

Daniel Kemler is a financial advisor with Raymond James & Associates. He holds a Series 66 designation and has 17 years of industry experience. He has been with Raymond James & Associates since 2007. 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 clientele, including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Amie Quattrocki is a financial advisor with Wells Fargo Advisors in Clearwater, FL, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. Her career includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes cash-flow, retirement, education, risk, and wealth transfer planning as well as specialized services such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summary letters, with optional implementation through its brokerage or advisory programs.

Caden Fletcher is a Series 66-registered financial advisor with LPL Financial, based in Sun City Center, FL. He has been with LPL Financial and Good Life Financial Advisor of Tampa Bay since 2023. Prior to his advisory roles, he worked at The Bog Golf Course and Heritage Isles Golf Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms, supported by a large network of over 22,800 advisors and advisory assets exceeding $819 billion.

Ryan Matiyak is a CFP® and ChFC® with 25 years of industry experience, currently affiliated with Cetera. His career includes roles at Minnesota Life and Securian Financial Services, as well as long-term involvement with The Continuing Education Academy and Harrelson Holdings Inc. He also operates OMNI Financial Services, a financial services business. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts, offering diverse portfolio management and financial planning solutions through a large network of independent advisors.

Ana Dominguez is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, following eight years at Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Patrick O'Connor is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2001 and serves as a director and member of the executive committee at Junior Achievement, where he is also involved in the finance and investment committees. 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.

Tristen Hasson is a financial advisor at Raymond James Financial with Series 66 credentials. He has less than one year of industry experience and is concurrently affiliated with Frey Masterson Investment Advisors. Prior to his current role, he has held positions at several firms including Northwestern Mutual Investment Management and Bernardo Wealth Planning LLC. Hasson is also involved in studying for additional licenses and supports financial planning activities. 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, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA employer services.

Michael Barnett is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2019, following seven years at J.J.B. Hilliard, W.L. Lyons, LLC and two years at Edward Jones. Outside of his advisory role, he owns and manages rental properties. Robert Baird & Co. serves a diverse client base including individuals, corporate and business clients, pensions, and charitable organizations through its Private Wealth Management department. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and utilizes internal research and technology in its investment approach.

Jeremy Jones is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and nine years of industry experience. His prior work includes positions at Morgan Stanley Private Bank and Valic Financial Advisors. 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, institutional clients, and municipal entities, providing tailored financial planning and consulting services with a range of portfolio management styles and affiliated research.

Seth Bolno is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, he supports his wife's personal training business by managing her business records and deposits. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles and affiliated research, along with municipal advisory services and employer retirement plan consulting.

Andrew Mc Ilvaine is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and having nine years of industry experience. He previously worked at Morgan Stanley and Cushman & Wakefield. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, using a range of portfolio management styles supported by affiliated research and sub-advisers.

Salvatore Di Natale II is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2023. Prior to that, he was affiliated with Securities America in various capacities and has experience outside finance, including five years at ABC Hardware and Rental. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning and consulting through various specialized programs and portfolio management styles.