Amanda Infante is a financial advisor at Raymond James & Associates with one year of industry experience. She previously worked at Morgan Stanley and Insigneo and has a background that includes several years of education roles. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm serves a broad client base, including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting through non-discretionary, goal-specific recommendations.

Jose Marrero Jr. is a CFP® and ChFC® credentialed financial advisor with 12 years of industry experience. He is currently with Raymond James & Associates and previously held roles at Charles Schwab and USAA Financial Advisors. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a broad client base including individuals, pension plans, corporations, and governmental entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Jared Lohden is a Series 66-licensed financial advisor with J.P. Morgan Securities and has 14 years of industry experience. He has worked with various entities within the J.P. Morgan organization since 2011, including JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Todd Giere is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has served at Next Financial Group Inc. since 2000 and joined LPL Financial in 2025. Outside of advisory work, Giere is a board member and development chair for Robins Nest Children's Home, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios and research from multiple sources.

Nelson Potter is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is noted as a co-owner of a rental home. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and a range of investment programs supported by firm-approved tools and methodologies.

James Jensen is a CFP® with 43 years of industry experience and has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1987. He holds a Series 63 license and is based in Tampa, FL. Jensen serves as a board member for St. Peter Claver Catholic School, an inner-city grade school in Tampa. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Andrew Skinner is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Raymond James in 2022, he held various roles including positions at The Vanguard Group and Villanova University. His background also includes work related to golf clubs and sports-related businesses. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm offers wealth advisory planning, investment consulting, and institutional services to a diverse client base including individuals, retirement plans, corporations, and public entities, delivering advice through comprehensive planning and non-discretionary recommendations.

Rolondo Bonner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His background includes roles at King of Freight, Affordable Solar Roofing and Air, and Pfs Investments Inc. He receives additional compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-driven strategies managed by third-party asset managers and supports trade execution and custody through established partners such as BNY Mellon Advisors and Pershing.

Peter Currie is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63, 65, and 66 designations. Prior to joining LPL Financial, he worked at T Rowe Price, SagePoint Financial, and TransAmerica Financial Advisors among other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios.

Robert Matacchiero is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Cetera and its affiliated entities since 2016, and previously spent over two decades at Investors Capital Corp. Additionally, he serves as president of a condominium association board and is involved in the sale of fixed insurance products. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement plan services, with access to both affiliated and third-party managers across discretionary and non-discretionary program structures.

Jozsi Popper is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2001. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal work.

Linda Read is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial in Tampa, FL, where she has worked since 2010. Her prior experience includes a three-year period at Juice Plus. Outside of financial advising, she serves as a board member for HCA Florida Trinity Hospital. LPL Financial is a national SEC‑registered investment adviser and broker‑dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio strategies supported by both in-house and third-party research.

Dominique Ingold is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Raymond James & Associates since 2008. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus on both retail and institutional advisory services.

Jacquelyn Metcalfe is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. She has worked with Raymond James in various capacities since 2013 and was previously with Eagle Fund Distributor and Longevity Holdings. Outside of financial advising, Jacquelyn owns Nighty Noodles, LLC, a business providing sleep consultations and creating sleep plans for families with children experiencing sleep difficulties. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory and portfolio management programs.

Anna Van Santvoord is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, she worked at SunTrust Bank and has experience in both the retail and nonprofit sectors, including a role with Families & Children Together (F.A.C.T.). Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal and corporate clients with public finance and institutional fiduciary solutions.

Bruce Gelin is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at Valic Financial Advisors and Agia. Outside of finance, he is the president and owner of Bruce Gelin Enterprises LLC, where he writes articles and essays on basketball, music, and religion. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively with LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Scott Bambach is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Victor Arruda Rosenshteyn is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch, Darwin Wealth Management, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Scott Casimiri is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2010. The firm provides financial planning and investment consulting to a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and state and municipal government clients. Raymond James also offers institutional consulting and sponsors wrap fee advisory programs, with specialized capabilities in public finance and municipal work.

Carl Lee is a financial advisor at Cetera with the PFS™ designation. He has been with Cetera since 2025 and previously worked at Zen Again LLC, Intuit, Skar Audio, Amgen, and PricewaterhouseCoopers. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account authorities.