Kathlyn Diebel is a CFP® and holds a Series 66 license with nine years of industry experience. She is currently with Fidelity Investments, having previously worked at Ameriprise Financial Services, Inc. for six years. Kathlyn is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Andrew Teaf is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he serves as CEO and Treasurer of Cigar City Prime Investments, LLC, a business involved in real estate and moving and storage investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing tailored financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Matthew Nagel is a financial advisor at Raymond James & Associates with nine years at the firm and a total of five years in the industry. He holds the Series 66 designation and previously worked at LSP Planning and Kelly Services USA LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering a range of financial planning, advisory, and institutional consulting services with a focus on tailored, non-discretionary investment advice.

Erik Keim is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at Raymond James since 2014, including his current role since 2020. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and various organizations. The firm provides tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Yolande Circosta is a financial advisor at OSAIC with 22 years of industry experience. She holds the Series 66 designation and has worked at OSAIC since 2018, following five years at Jhfn Sii. She also serves as Director of Compliance & Supervision for Signature Financial Group, LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and risk-tolerance assessments to construct diversified portfolios across various asset classes.

Thomas Keech is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2005. Outside of his advisory work, he is a personal owner of residential rental real estate. 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, providing financial planning, non-discretionary investment consulting, and institutional consulting, supported by a broad network of advisers and a range of portfolio management styles.

Matthew Tatham is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fisher Investments, Robinhood Financial, and Fidelity Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Michael Kuruzovich is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 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. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Alejandro Bueno is a financial advisor with Ameriprise Financial Services in Clearwater, FL, holding a Series 66 designation and 15 years of industry experience. His career includes prior roles at Harwood Advisory Group, Northwestern Mutual, and Raymond James. Outside of advisory work, he manages Bueno Management Group, LLC, which supports his advisory business operations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides detailed retirement planning advice focused on income and tax-aware withdrawal strategies.

Annlouise Bleecker is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and previously worked at Franklin Templeton Investments. She 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, institutional clients, and charitable organizations, offering financial planning and consulting services through a range of portfolio management styles and affiliated research.

Joseph Sheppard is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Raymond James & Associates since 2018 and previously spent four years at Tampa Blue Tide. 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 public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a broad range of portfolio management styles and affiliated research.

Dana Dodak is a financial advisor at Raymond James & Associates with two years of industry experience and holds the Series 66 designation. Prior to joining Raymond James, Dana worked in physical therapy and hospitality sectors. Raymond James & Associates, Inc. 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 municipalities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Lynne Whitehead is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and 23 years of industry experience. Her career includes eight years at T. Rowe Price Advisory Services and over a decade with Raymond James and its affiliated entities. Raymond James & Associates is a large, dually registered broker-dealer and 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 through various advisory programs.

Christopher Angrick is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Cetera Wealth Services, LLC since 2016 and with Cetera since 2023. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to various program structures and third-party managers.

Joshua Shulman is a CFP® with 27 years of industry experience and is associated with Raymond James Financial in St. Petersburg, FL. He has held roles at multiple firms, including Wells Fargo Clearing and Banc of America Investment Services, and has been involved with Sherpa Wealth Planners, LLC since 2016. Outside of his advisory work, he is the owner of Sherpa Wealth Partners, LLC, which provides financial advisory and investment support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal and public finance, SIMPLE IRA employer advisory services, and targeted industry partnerships.

Charles Keeley III is a financial advisor at Edelman Financial Engines with 11 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Raymond James Financial Services, Fidelity Personal and Workplace Advisors, JP Morgan Chase Bank, and Northwestern Mutual Investment Services. Keeley is also the CEO of Keeley Integrated Services & Solutions LLC, a business focused on selling software licenses to government entities, though it has not yet conducted any sales. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm emphasizes a committee-driven investment process, diversified portfolios, and offers both discretionary and non-discretionary management, serving approximately 477,000 clients with around $326 billion in assets under management.

Thomas Fox is a financial advisor at LPL Financial in Clearwater, FL, holding Series 63 and Series 65 credentials with 33 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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, model portfolios, and institutional platforms, with a focus on customizable investment strategies supported by research and technology tools.

Vicki Ispas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Joseph Meccia is a financial advisor with LPL Financial in Seminole, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at INVEST Financial Corp and Morgan Stanley DW Inc. He has been with LPL Financial since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions through a large network of advisors.

Kristin Bonnell is a financial advisor with Edward Jones in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.