Richard Gordon is a financial advisor with Merrill, holding a Series 66 designation and 16 years of industry experience. He has worked at Merrill since 1986 and Bank of America since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Grayson Davis is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. His background includes roles at Norland Capital, Specialty Dental Brands, and Totality Ventures. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with an ESG eligibility framework and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Amber Zinser is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding the Series 66 designation and nine years of industry experience. She has been with Raymond James Financial, Inc. since 2015. Raymond James & Associates, Inc. is a large 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 municipalities, offering financial planning, investment consulting, and municipal advisory services.

Kaitlyn Yacoub is a financial advisor at UBS Financial Services with six years of industry experience. She has been with UBS since 2018 and holds a Series 66 designation. Prior to joining UBS, she worked at TradeWinds Island Resorts and The Florida State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Laura Sullivan is a financial advisor with Raymond James & Associates who holds Series 63, 65, and 66 designations and has 29 years of industry experience. Her career includes roles at Wells Fargo Securities and Wells Fargo Clearing Services. 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 municipalities—offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Robert Goff is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 1996. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Shweta Bhan is a Financial Advisor at Merrill Lynch Wealth Management, specializing in building long-lasting client relationships based on trust, transparency, and results. She guides clients through all stages of their financial journeys, providing clarity, confidence, and strategic solutions tailored to individual goals. Her expertise spans retirement planning, investment guidance, divorce financial analysis, fiduciary plan consulting, and holistic wealth strategies. Ms. Bhan holds multiple professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Certified Divorce Financial Analyst® (CDFA®), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's degree in Art and Visual Communication from The School of the Art Institute of Chicago, which informs her creative approach to financial planning aligned with clients’ values and lifestyles. She is fluent in English and Hindi and is a member of the Executives' Club of Chicago. In addition to her professional work, Shweta Bhan actively participates in community initiatives including special children’s charities, marathon support through Achilles International, local environmental cleanups, food pantry assistance, conservation events with the Shedd Aquarium, and breast cancer awareness activities with the Susan G Komen Foundation. Her diverse interests reflect her commitment to both professional excellence and community engagement.

Nicolas Engelbert is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 63 designations and one year of industry experience. His prior work includes roles at DTCC and Spectrum, in addition to several positions within Raymond James & Associates dating back to 2019. 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 and consulting services with a variety of portfolio management styles and affiliated research.

Margaret Roset is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Tampa, FL. Her career includes roles at A. G. Edwards & Sons, Inc. and multiple Raymond James entities dating back to 1999. She is the owner of MMOR Holdings, LLC, a support company for her Raymond James branch, and serves as co-trustee of a family trust. 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, corporations, and institutions. The firm offers non-discretionary planning tailored to client goals through analytical tools and supports municipal and public finance work with specialized advisory programs.

Jordan Smith is a financial advisor at Raymond James Financial Services Advisors, Inc. with 10 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill Lynch. Outside of his advisory role, he serves as CEO and President of Smith Wealth Advisory Group, a support company based in Tampa, FL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports advisory programs with tools that incorporate risk profiling and modeling to inform client decisions.

Charles Kusche is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2016. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lataney Levy is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds a Series 66 designation and has worked at various Raymond James entities since 2013. Outside of her advisory role, she is involved as an owner of a small cleaning service business where she assists with administrative duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ryan Doherty is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 66 and Series 63 licenses and bringing five years of industry experience. Prior to his advisory career, he spent nine years as a professional athlete. 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 tailored financial planning and advisory services through various programs and affiliated research resources.

Kristel Branish is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked with several Raymond James entities since 2022, as well as prior experience at Securities America and Ameriprise Financial Services. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Scott Coughlin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at PostcardMania, PennyMac, Capital Array, and Provident Funding. 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 clientele including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various programs and a range of portfolio management styles.

Mary Nelson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and 44 years of industry experience. She previously worked for Calton & Associates, Inc. for 32 years before joining Raymond James in 2019. Outside of her advisory role, she serves as president of PG Sarres, Inc., a family business involved in commercial property leasing. Raymond James & Associates is a large broker-dealer and registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning, investment consulting, and municipal advisory services.

Michael Santos is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Securities, Inc. and Ameriprise. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm utilizes tailored, non-discretionary planning supported by analytical modeling and offers specialized municipal and SIMPLE IRA advisory services.

Russ Ames is a financial advisor at RBC Capital Markets with one year of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at City National Bank and entrepreneurial ventures related to militaria collectibles. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring tailored portfolio management, financial planning, and custody services, supported by a combination of in-house and third-party investment managers.

Jeffrey Jones is a financial advisor with LPL Enterprise holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Cornerstone Premier Management Inc, and Waddell & Reed. In addition to his advisory work, he serves as Stewardship Chair of the Finance Committee at Mount Carmel Baptist Church and is a board member of Tampa Bay Neighborhood Housing Services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers along with affiliated trust custody, insurance, and lending services.

Conor Burkart is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, with one year of industry experience. His prior roles include positions at Lake Michigan Credit Union, Directed Capital, and Burkart Financial Group. Raymond James & Associates is a large 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, and municipal entities—and offers a range of financial planning and investment consulting services through both Wealth Advisory and Institutional Fiduciary Solutions divisions.