Matthew Gootson is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates since 2007, including a role at Raymond James Financial Services, Inc. since 2020. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and government entities, providing non-discretionary wealth advisory planning and investment consulting through various programs and affiliated resources.

Eileen Thompson is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1995. Outside of her advisory role, she serves as a Power of Attorney for an entity in Green Cove Springs, Florida. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jason Pinholster is a financial advisor with Charles Schwab in Clearwater, FL, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at various Charles Schwab entities since 2009. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advice and access to discretionary separately managed accounts via an integrated platform.

Rachel Nohlgren is a CFP®-certified financial advisor with Raymond James & Associates in Saint Petersburg, FL, where she has worked since 2005. She has 17 years of industry experience and holds a Series 66 license. Outside of her advisory role, she serves as a board member and finance committee member for the SPC Foundation, a nonprofit organization. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

George Keim is a CFP® certificant with 32 years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2009. He has also worked with Raymond James Financial Services, Inc. since 2006. Outside of his advisory role, he is involved with Hirschberger Financial Services, Inc., where he performs CFP financial planning activities including tax and estate planning. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional clients, providing financial planning and non-discretionary investment consulting through various programs and outside managers. The firm emphasizes a non-discretionary advisory approach, supporting clients with tailored financial plans and a broad affiliate network.

Joanne Germak is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding a Series 66 designation and 27 years of industry experience. She previously worked at Merrill from 2018 to 2022 and Morgan Stanley Smith Barney from 2009 to 2018. 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 a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, along with various portfolio management and financial planning services.

Steven Welch is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds a Series 66 designation and has worked with Thrivent Financial and Thrivent Investment Management since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering various topics such as retirement and estate planning, with the option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

David Holroyd is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 66 designation and has been with Raymond James 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 also offers institutional consulting and municipal finance services alongside its retail advisory offerings.

Kevin Donoghue is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliates since 2012. Outside of his advisory role, Donoghue serves on several boards including the Dunedin Fine Art Center and the Morton Plant Mease Health Care Foundation, and he is chairman of the Pinellas Health Facilities Authority. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Chad Cornell is a Certified Financial Planner® affiliated with OSAIC, bringing 28 years of industry experience. His prior roles include nearly two decades at Investacorp Advisory Services and four years with Securities America Advisors. Outside of his advisory work, he serves as president of Frank Cornell Associates, Inc., a firm providing payroll, bookkeeping, and tax services. OSAIC serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a wide range of brokerage and advisory services supported by advanced portfolio construction tools and access to multiple third-party investment platforms.

Edward Dlabik is a financial advisor with Raymond James & Associates holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is based in St. Petersburg, FL. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base, including individuals, pension plans, corporations, and municipal entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Jessica Whitton is a financial advisor with Merrill in Palm Harbor, FL, holding a Series 66 designation and 12 years of industry experience. She has been with Merrill since 2009. Whitton is co-owner of several family rental properties. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

Brent O'Neal is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2021, he worked at Eagle Asset Management and Carillon Fund Distributors Inc for five years, and served the City of St Petersburg for four years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Patricia Zito is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 28 years of industry experience. She has been with Raymond James and its affiliates since 2008. Raymond James & Associates offers 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 provides institutional consulting and maintains public-finance and municipal capabilities.

Raymond Mckenney is a Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since joining the firm in 2018. He has been helping clients navigate important financial decisions since 2010 and holds the Chartered Retirement Planning Counselor™ (CRPC) designation. Additionally, he maintains Series 6, 7, 63, and 66 registrations with the Financial Industry Regulatory Authority (FINRA). Raymond works with individuals, families, and business owners to develop tailored strategies that support their financial goals and long-term visions. His expertise includes retirement income planning, wealth management, estate planning strategies, legacy planning, liquidity management, and personal retirement planning. He takes time to understand each client's unique circumstances and coordinates with tax and legal professionals to provide a cohesive planning experience. He attended the University of South Florida - Saint Petersburg, where he did not receive a degree. Outside of his professional responsibilities, Raymond enjoys baseball, boating, fishing, golfing, and spending time with his family. He lives in St. Petersburg, Florida, with his wife, Erica, and their two children, and is actively involved in youth coaching and mentoring within his community.

Sara Hobbs is a Series 66 licensed financial advisor with Raymond James & Associates, based in St. Petersburg, FL. She has seven years of industry experience, including roles at Synovus and within various divisions of Raymond James. 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 planning and investment consulting primarily on a non-discretionary basis.

Jean Pierre Di Vito is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategic plans aimed at pursuing their long-term goals. His approach incorporates investment research from Merrill and banking and lending solutions from Bank of America to create wealth and investment strategies tailored to individual client needs. Jean Pierre and his team have extensive experience in areas such as wealth management strategies, wealth transfer and allocation, retirement and estate planning services, banking, and concentrated stock risk management. With a combined team experience exceeding 55 years in the industry, they provide clients with customized strategies and personal attention suited for managing significant wealth. The team stays informed on current strategies, trends, regulations, tax laws, and market conditions to offer innovative and sophisticated financial advice. He holds a Bachelor's Degree from LaSalle University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Jean Pierre is involved in several professional organizations including the All Children's Foundation, Florida Orchestra, Keep Tampa Bay Beautiful, La Salle University Alumni, National Audubon Society, and St Petersburg Opera. He also participates in community service as an American Red Cross Volunteer and with Habitat for Humanity.

Ryan Tedesco is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing nine years of industry experience. He has worked with Raymond James since 2016. 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 and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering advice on a non-discretionary basis through comprehensive planning and portfolio recommendations.

Thomas Kelly is a financial advisor at Stifel with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Invesco, Capital Group - American Funds Distributors, Jackson National Life, and Allstate. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and recommendations of third-party advisers. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kimberly Roper is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and seven years of industry experience. She has been with Cambridge Investment Research Advisors since 2019 and was previously with Pewter Report Inc. from 2006 to 2018. Outside of her advisory work, she is involved with the Girl Scouts of West Central Florida. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent financial professionals who utilize a variety of portfolio management and model-based solutions.