David Orne is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. His prior experience includes roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

April Fisher is a financial advisor at UBS Financial Services with 11 years of industry experience. She has been with UBS since 2016 and holds Series 63 and Series 65 licenses. Outside of her advisory work, she is a New York State Notary Public and is involved with Angry Buffalo at the Rose Garden, a privately held business. 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 uses proprietary research and model-based asset allocations to tailor strategies for clients.

Jonathan Zollo is a financial advisor with Equitable Advisors, holding a Series 66 designation and 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he teaches music at the Tarpon Springs High School Leadership and Music Conservatory and serves as treasurer of the Leadership Conservatory Foundation, Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Cory Kleinman is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and having nine years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory work, he serves as a Junior Advisory Board member for The First Tee of Tampa Bay, where he volunteers teaching life skills to underprivileged youth through golf. 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 high-net-worth individuals, institutions, and public entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Michael Shimberg is a Private Wealth Advisor and Managing Director at Merrill Private Wealth Management. He works with individuals, entrepreneurs, families, and businesses to address their complete wealth management needs, delivering customized support and financial oversight. Michael focuses on areas including investment management, legacy planning, estate coordination, retirement and cash flow analysis, and tax minimization strategies. He also assists business clients with qualified and non-qualified employee benefit plans. With over two decades of experience in financial services, Michael began his career as an accountant specializing in financial services and later worked with a regional brokerage firm before joining Merrill in 2003. He holds the CERTIFIED FINANCIAL PLANNER® (CFP), Certified 401(k) Professional (C(k)P®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA) designations, and serves as a Retirement Benefits Consultant. He earned a bachelor's degree in accounting from Bucknell University. Michael is involved with the Tampa community through organizations such as Meals on Wheels and Tampa Preparatory School. He resides in Tampa with his wife and two children.

Grant Hazel is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Van Eck Securities Corporation among other roles. Outside of his advisory work, he has experience as a bartender at a mobile event company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs supported by model portfolios and research.

Cindy Engle is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, following prior roles at JPMorgan Securities LLC and JPMorgan Chase from 2016 to 2018. Outside of her advisory work, she is an independent origami maker involved with the Safety Harbor Art and Music Center. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and investment models.

Kelly Shelton is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Raymond James, Shelton worked at TradeSmith and Fidelity Brokerage Services. Outside of advising, Shelton has been involved with All Seasons Wealth as an associate. 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, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to help clients implement investment strategies through its advisory programs and affiliated providers.

George Ohleyer is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2021 to 2023. 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 risk profiling and analytical tools, and supports advisory programs through a large network of advisors.

Kacie Solomon is a financial advisor at Raymond James & Associates with a Series 66 designation and two years of industry experience. Prior to her current role, she worked at Jeremiah's Italian Ice in two separate periods totaling five years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs.

David Grindel is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with UBS Financial Services and previously worked at Morgan Stanley Private Bank and Cambridge Investment Research Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial solutions.

Michael Falcon is a financial advisor with Edward Jones in Tampa, FL, holding a Series 66 designation and two years of industry experience. His prior work includes a two-year period at Cushman & Wakefield. Falcon maintains an active real estate license through Epic Realty Group International but has no responsibilities in that role. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Todd Mazur is a financial advisor with LPL Financial in Oldsmar, Florida, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and various insurance carriers, with a decade of involvement at the Pinellas Education Foundation. He has also worked as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Michele Hunter is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Merrill since 1995 and concurrently affiliated with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, supported by trading, account administration, and custody services.

Daniel Nicholls Franco is a financial advisor with Merrill based in Tampa, FL, holding a Series 66 designation and bringing nine years of industry experience. He has worked at Merrill since 2016 and Bank of America, N.A. since 2017. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Jeremy Richard is a financial advisor with Cetera in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Cetera and its affiliates since 2019 and has prior experience at Foresters Financial Services, Mutual of Omaha, and Royal Neighbors. Outside of his advisory work, he owns an apiary farm where he produces and sells honey. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and serves over 10,000 advisors and approximately 800,000 clients nationwide.

Carey Joseph is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at T. Rowe Price for nine years and has experience in hotel management and consulting as well as ride-sharing 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 clientele including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Kimberly Douglas is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds a Series 66 designation and has worked with multiple firms, including Grove Point Investments and E*TRADE Securities. Douglas is also a proprietor of a rental real estate business. 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, institutions, and municipal entities—and provides tailored financial planning and consulting with a variety of portfolio management strategies and institutional services.

Zoran Knezevic is a CFA® charterholder affiliated with Raymond James & Associates in St. Petersburg, FL, with one year of industry experience. His previous roles include positions at Fisher Investments and Franklin Templeton Investments, as well as various capacities at the University of South Florida. 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 financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Edgardo Melendez is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Financial Engines Advisors L.L.C. since 2016. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and serves a large client base through both advisor-led and online offerings.