Beth Dominguez is a CFP® professional with 25 years of industry experience, currently serving at Raymond James & Associates since 2011. Prior to that, she worked at Alfonso Dominguez Inc for 20 years. She holds Series 63 and Series 65 licenses. 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, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Robert Arroyo is a financial advisor with Cambridge Investment Research Advisors in Clearwater, FL, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at Duncan Financial Planning Advisors and First Allied Advisory Services. Outside of advisory work, he owns a vending machine distribution business and operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

David Sobel is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and previously at Morgan Stanley Smith Barney LLC from 2014 to 2017. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a range of investment and planning services, including corporate financial planning agreements.

Jerrold Slutzky is a CFP® with 37 years of industry experience, currently with LPL Financial since 2009. He also practices law in wills, trusts, estate planning, elder law, and business entity matters, and serves as an industry arbitrator for FINRA. Additionally, he is the author of a book titled "My Everything File." LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, with both discretionary and non-discretionary management options.

Lillian Schnabel is a financial advisor at Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Bank of America, Fidelity Investments, and UMUC. Charles Schwab 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. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Ryan Belfiore is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at TD Private Client Wealth LLC, Regions Bank, and MVP Orthopedics Inc. He is based in Seminole, Florida. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple third-party money managers through a multi-manager platform.

Mitchell Nelson is a financial professional with 24 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked with several firms, including Wealth Pathfinders, Imagine Retirement LLC, and Rockdale Financial Services. Nelson is also involved in entrepreneurial financial services ventures and holds ownership roles in related businesses. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform featuring diverse portfolio management options, financial planning, and access to third-party money managers.

Josue Laborde is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and serves as Treasurer for the Doxa Foundation International, a Christian humanitarian organization focused on aiding impoverished communities in Haiti. His role there involves financial oversight, reporting, and budgeting. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Casey Craft is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and has been with various Raymond James entities since 2014. In addition to his advisory role, he is an associate with Kirk Wealth Group in St. Petersburg, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and other clients, offering tailored, non-discretionary planning and analytical tools to support client goals.

Collin Hunter is an Investment Consultant at Fidelity Investments, a role he has held since 2024. Prior to this position, he served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative from 2022 to 2023. He began his career as a Teller-Intern at Digital Federal Credit Union in 2021. In his current role, Collin partners with clients to develop financial roadmaps by understanding their personal stories, lifestyle, and legacy goals. He focuses on creating customized, comprehensive plans tailored to each client's unique objectives, aiming to deliver a world-class client experience. Outside of his professional responsibilities, Collin enjoys boating, fishing, fitness, social events with friends, golf, and traveling.

Douglas Reller is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016 and Morgan Stanley Private Bank, N.A. since 2015. Reller serves on the Board of Advisors for the University of South Florida Byrd Alzheimer's Research Center. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm’s financial planning process utilizes structured discovery conversations and planning tools, serving clients through tailored financial plans without providing individual security recommendations as part of standalone planning.

Brendan Donoghue is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Francisco Rodriguez Ramirez is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He previously worked with The Prudential Insurance Company of America and Pruco Securities before joining Raymond James in 2017. 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, institutions, pension plans, and municipal entities, offering financial planning and consulting through various advisory programs and drawing on a broad range of portfolio management styles and affiliated research.

Dean Landsman is a CFP® and ChFC® with 28 years of experience in the financial industry, currently serving at Edward Jones since 1999. He is based in St. Petersburg, FL. Outside of his advisory role, Landsman is active as a part-time musician performing at local clubs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Gerald Weeks is a financial advisor with Raymond James Financial Advisors, Inc. in Palm Harbor, FL, holding Series 63 and Series 66 licenses and possessing 45 years of industry experience. He has been with Raymond James Financial Services and its affiliates since 2004 and also maintains a role as an independent agent in non-variable insurance since 2005. 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, and institutional investors. The firm offers tailored, non-discretionary planning and supports various advisory programs, with specialized municipal and public-finance capabilities.

David Turner is a CFP® with 10 years of industry experience and has been with Cetera since 2015. He also maintains a role with Achieva Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies across various program structures and custodial relationships.

Barth Morreale is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2016. Outside of his advisory role, he is involved with GJC Legacy and Associates, Inc., where he manages an advisory business. Ameriprise offers a retirement-income planning service for individuals nearing or in retirement who meet certain asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficient strategies to deliver tailored retirement recommendations.

Thomas Panos is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL, holding CFP® and ChFC® designations and bringing 29 years of industry experience. He has been with Raymond James since 2009 and is also the CEO and president of Panos Wealth Partners Group, Inc. Outside of his advisory role, he is involved with Bourbon Barrel Buddies, LLC, a private investment entity. 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 emphasizes tailored, non-discretionary consulting using analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

Allison Brown is a financial advisor at Raymond James Financial with nine years of industry experience. She holds the Series 66 and Series 63 designations and has worked within various divisions of Raymond James since 2013. 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, pension plans, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs alongside specialized municipal and public-finance services.

Pamela Price is a financial advisor at Raymond James Financial with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and operates as an independent advisor through Sherpa Wealth Partners, LLC, which she co-owns with her partner. Additionally, she serves as a precinct deputy assisting voters at the Pinellas County Board of Elections. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools, and it maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.