Susan Colaco is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. She has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers and offers discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Lisa Kennedy is a financial advisor with Osaic, holding a Series 66 designation and 27 years of industry experience. She has been with Osaic since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with a focus on asset allocation and portfolio optimization, supported by a complex affiliate network and private-equity ownership.

Robert Jamke is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at E*Trade Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning process.

Craig Federer is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James & Associates since 2014. Federer serves as a board member and finance committee member for the Tampa Theatre, a nonprofit organization. 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 public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Erin Floyd is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and has worked in both financial services and credit union sectors since 2018. In addition to her advisory role, Floyd is involved with Floridacentral Financial, where she manages client paperwork and administrative tasks. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by advanced analytical tools and maintains unique capabilities in municipal and public finance advisory services.

Connor Brien Berks is a financial advisor with OSAIC, holding a Series 66 designation and beginning his industry career in 2024. His prior experience includes roles at MassMutual Life Insurance Co, Barnum Financial Group, and MML Investors Services, LLC. Outside the industry, he has been affiliated with Poquoy Brook Golf Club and attended Stonehill College. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, with resources for discretionary strategies, third-party manager selection, and alternative investments.

Dale Darr is a CFP® with 13 years of industry experience, currently affiliated with Raymond James & Associates. His prior roles include positions at Fifth Third Securities, Wells Fargo Clearing, BB&T Investment Services, and Morgan Stanley. He is based in St. Petersburg, FL. 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, and municipal entities, providing tailored financial planning and advisory services with a variety of portfolio management strategies.

Kyle O'Keefe is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2022, previously employed at Bank of America, N.A. from 2026. Outside the financial sector, he has experience working in education, including roles at Rasmussen University and high school teaching positions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Kirk Bell is a CFP® with 27 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2000 and currently works at Raymond James Financial. 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 institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs in municipal and public finance as well as SIMPLE IRA advisory services.

Aidan Santorsa is a Financial Advisor at Merrill Lynch Wealth Management. He serves clients by connecting them with tailored plans and processes to support their unique ambitions. His services include planning and funding for education, retirement lifestyle and healthcare cost coverage, and long-term family financial goals. Aidan's approach emphasizes simplicity and transparency in the investment process. He holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from West Virginia University. Aidan's professional philosophy centers on helping clients identify their personal priorities and creating strategies to pursue their financial objectives.

Karla Graber is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2002. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice, primarily for clients with assets managed within Ameriprise.

Andrew Gregory is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Raymond James in 2022, he operated Gregory LLC for sixteen years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Philip Posillipo is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with six years of industry experience. He has worked at Morgan Stanley since 2018 and previously held positions at NJOY and WB Mason. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that include tailored strategies supported by structured planning tools and investment modeling.

Rebecca Schroeder is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 16 years of industry experience. She has been with Raymond James & Associates since 2007 and is also affiliated with Lakeside Christian School since 2026. Raymond James & Associates 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 municipal entities, offering financial planning and consulting services supported by a national network of advisers and a variety of portfolio management strategies.

Tyler Lank is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Life Insurance Company and Mass Mutual Investors Services since 2022. Prior to his financial services career, he held positions at several hospitality and retail businesses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using firm-approved software and offers various specialized planning programs.

Tatiana Purdy is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds the Series 66 designation and previously worked at E*TRADE Securities and Invest Financial Corporation. Outside of her advisory role, Tatiana is a certified travel agent and owner of Dream Travel. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by advanced modeling tools.

Mark Vernick is a CFP®-credentialed financial advisor at LPL Financial with 33 years of industry experience. He has worked at LPL Financial since 2025 and previously operated Vernick Financial Planning for over 28 years. His career also includes three decades at Cadaret, Grant & Co., Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Danielle Eime is a CFP®-certified financial advisor with nine years of industry experience, currently with Wells Fargo Clearing Services LLC since 2017. She previously worked at David Moore Alliance LLC for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jeremy Brothers is a financial advisor at Raymond James & Associates with 18 years of industry experience. He has been with Raymond James & Associates since 2011 and holds a Series 66 designation. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutional and pension plans, charitable organizations, and government entities, providing financial planning, investment consulting, and institutional fiduciary services.

Christian Cranford is a Series 66-registered advisor at J.P. Morgan Securities with one year of industry experience. His prior background includes service in the United States Navy and roles at KPMG LLC, Debx LLC, and The Chertoff Group. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative screening with qualitative research to build model asset allocations and incorporates ESG eligibility frameworks.