Russell Hale is a financial advisor with LPL Financial in Largo, FL, holding CFP®, Series 63, and Series 66 credentials and 24 years of industry experience. He previously worked at USAdvisors Wealth Management and Securities America, Inc. Hale is involved in volunteer health and wellness activities in Knoxville, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Lorin Hamisak is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds a Series 66 designation and has worked at several firms, including UBS Financial Services and Wells Fargo Advisors, before joining Raymond James. Outside of finance, he is a CrossFit coach at a local gym. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and municipal entities. The firm provides wealth advisory planning and investment consulting primarily on a non-discretionary basis, supported by an extensive affiliate network and active municipal finance capabilities.

Gerard Kelly III is a financial advisor with Stifel in Clearwater, FL, holding a Series 63 designation and 39 years of industry experience. He has been with Stifel Nicolaus since 2013. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.

Daniel Herraiz is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. He is also involved with Live Well by L, a separate business activity. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm offers wealth advisory planning, investment consulting, and institutional services to a broad client base, including individuals, pension plans, corporations, and government entities.

Thomas Kane is a CFP® professional with 27 years of industry experience, currently serving at Raymond James Financial since 2001. He is based in Clearwater, FL, and holds Series 63 and Series 65 licenses. Kane is a member of the Town of Belleair Police Pension Board, where he serves as one of five trustees overseeing the pension plan’s operation and administration. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and access to various managed account and institutional solutions, with a distinctive focus on advisory and implementation-support roles.

Timothy Brady is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at Raymond James & Associates since 2019 and previously held roles at Cruises Inc and USAA Financial Planning Services. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and municipal finance services, combining retail advisory offerings with public financing and investment banking capabilities.

Chase Caldwell is a CFP® and ChFC® with four years of industry experience, currently affiliated with Mass Mutual Investors Services in Tampa, FL. Prior to this, he worked at Northwestern Mutual in various capacities from 2020 to 2024. Outside of financial advising, he owns and operates One Plug Entertainment, LLC, which provides DJ, photobooth, and consulting services for weddings and events. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning engagements supported by firm-approved analytical tools and provides a range of specialized planning programs, including a standalone Divorce Planning offering.

Stephen Labate is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at David Lerner Associates, Inc., Academy Securities, and a 34-year tenure in the Army Reserves. He is also involved in political activities through the Republican Executive Committee. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets, serving a diverse client base that includes individuals, institutions, and public entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis, supported by an extensive affiliate network and specialized municipal and public finance services.

Joel Ferguson is a CFP® professional with 10 years of industry experience, currently serving with Ameriprise Financial Services, LLC. Prior to joining Ameriprise, he worked at Edward Jones for nine years. He serves on the boards of Friends of Fisher House Orlando and the Lake Nona Regional Chamber of Commerce, where he is Board Chair. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Isaiah Scott 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, he worked at Morgan Stanley for three years and has entrepreneurial experience with One Day Radon Mitigation LLC. Raymond James & Associates provides financial planning and investment consulting 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 through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Jonathon Young is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes 13 years at T. Rowe Price Investment Services and a brief consulting role at Affusion Consulting. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and state and municipal governments. The firm offers tailored financial plans and investment recommendations through both non-discretionary advisory relationships and institutional consulting services.

Michael Grande is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds the Series 66 designation and has 11 years of industry experience, all with Raymond James since 2015. 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 maintains capabilities in public finance and municipal work.

Deborah Webster is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates advanced modeling techniques into its planning process.

Jonathan Pablo is a financial advisor at Raymond James Financial with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at ASC Trust, Tokio Marine, and the University of Guam. He is also involved with First Hawaiian Bank, where he supports senior advisors and assists with client relationships. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth investors, pension plans, and municipal entities. The firm offers tailored, typically non-discretionary advisory solutions and manages a notable affiliation with public finance activities through its municipal client services.

Anne Platt is a financial advisor at Raymond James & Associates with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. Raymond James & Associates provides 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 offers tailored financial plans and investment recommendations, along with institutional consulting and municipal finance services.

Frank Miles III is a Series 66-licensed financial advisor at Merrill in Tampa, FL, with 10 years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously at Edward Jones from 2015 to 2019. Outside of his advisory role, he performs music part-time as one half of a duo that plays at parties and clubs on weekends. 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, including individuals, high-net-worth clients, and institutional investors. The firm integrates with Bank of America’s broader platform, allowing access to a wide range of products and services.

Benjamin Davis is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2018, following three years at Invest Financial Corp. 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 provides tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Kenton Wilson is a financial advisor at Cambridge Investment Research Advisors with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial for 11 years. Wilson is also president of Wilson, Wilson & Company Retirement and Estate Planning, a firm specializing in retirement and estate planning. Cambridge Investment Research Advisors serves a diverse client base—including individuals, retirement plans, charitable organizations, and trusts—offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management options, including proprietary models and third-party strategies, with both discretionary and non-discretionary implementations tailored to client objectives.

Roberta James is Vice President and Wealth Planner at Fidelity Investments, a role she has held since 2026. She specializes in developing tailored wealth strategies that align with clients' goals and priorities, utilizing Fidelity's technology and resources to create personalized planning and investment solutions. Roberta has more than a decade of experience in the financial industry. Prior to her current position, she served as a Financial Consultant at Fidelity Investments from 2020 to 2026 and was a Financial Advisor at Morgan Stanley from 2013 to 2020. Her earlier experience includes positions at M&T Bank, where she was Branch Manager and Vice President from 2011 to 2013, and held roles as Personal Banker III and II from 2008 to 2011. Outside of her professional work, Roberta has interests in art, cooking and baking, movies, reading, traveling, and yoga.

Debra Barton is a financial advisor with Primerica Advisors in Largo, FL, holding Series 63 and Series 65 licenses and having 23 years of industry experience. She has been with Primerica Financial Services and Primerica Advisors since 2003. Outside of her advisory work, she is involved in non-investment related business activities including part-time referrals for home security and automation products and holds a vice president position at 5:9 Properties LLC. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through model-driven recommendations. The firm operates at a large scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management.