Christopher Cooper Jr. is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab and Raymond James Financial. Outside of his advisory role, he works part-time as an Uber Eats driver on weekends. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Nicole Wilson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 22 years of industry experience. She has been with Raymond James since 2017 and previously worked at INVEST Financial Corp. Outside of advising, she is a rental property owner. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting to a wide client base, including individuals, institutions, and government entities, providing non-discretionary, goal-specific financial planning and portfolio recommendations.

Misty Davis is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2008. Outside of her advisory role, she owns Misty’s Miles Travel Consulting, LLC, a travel consulting business focused on finding clients travel deals. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Rhonda Morcillo is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at Morgan Stanley for five years before joining Raymond James in 2018. Outside of her advisory role, she owns Bloom and Branch Co., a business focused on creating and selling home decor and crafts. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and governmental clients. The firm offers tailored financial plans and investment recommendations through a Wealth Advisory Services Program and supports municipal clients with public-financing and investment banking capabilities.

Gregory Egan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he has ownership interests in Egan Heitler, LLC and Egan Development Company, Inc., which support his financial advisory practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various specialized areas and delivers tailored recommendations using Wells Fargo’s research and planning tools.

Jeffrey Ritch is a financial advisor at UBS Financial Services with 14 years of industry experience. His prior roles include positions at J.P. Morgan Securities and E*TRADE Capital Management. Outside of his advisory work, he serves as a high school basketball referee and is a non-operating owner of a fitness training business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based portfolio management with institutional trading capabilities.

Charles Saylor is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds a Series 66 designation and has been with Raymond James in various capacities since 2016. Outside of his advisory role, he works part-time as an independent contractor in data annotation, training AI systems to improve responses. 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 both non-discretionary and discretionary advisory services and maintains specialized capabilities in public finance and municipal work.

Douglas Anderson is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 designations and 29 years of industry experience. He has been with Raymond James in various capacities since 2018 and was previously with Scottrade, Inc. for 18 years. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with more than $500 billion in assets under management. The firm provides wealth advisory and investment consulting services to a diverse client base including individuals, pension plans, corporations, and government entities, delivering advice primarily on a non-discretionary basis.

Nicole French is a financial advisor at Charles Schwab with five years of industry experience. She holds a Series 66 designation and previously worked at TD Ameritrade, Regions Bank, First Commerce Credit Union, and Electronet Broadband Communications. French is based in St. Petersburg, FL. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary separate managed accounts, using multi-asset model portfolios and a centralized operational structure.

Michael Saut is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2012. 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 offers tailored financial plans and investment recommendations, as well as institutional consulting and public finance services.

David Warren is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 22 years of industry experience. Prior to joining Raymond James in 2020, he worked at Royal Alliance Associates, Signator Investors, and RW Financial Partners. Outside of his advisory role, Warren is a musician who has recorded an album and affiliates as an artist with several music rights organizations, and he serves on the FINRA Continuing Education Content Committee. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutional investors, and municipal entities, offering non-discretionary planning and a range of firm-sponsored wrap fee and consulting programs.

Keith Kopperud is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 registrations and bringing 20 years of industry experience. He has been with Raymond James Financial Services since 2006, including nine years at Raymond James Financial Services Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and state and municipal entities. The firm offers tailored, primarily non-discretionary advisory services and manages programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Eric Sidor serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads a team that provides personalized family wealth management services to an exclusive clientele including physicians, attorneys, entrepreneurs, corporate executives, retirees, and small business owners. The team emphasizes a client-centric philosophy, offering focused attention, best-of-breed strategies, and regular performance assessments to accommodate new circumstances and timely adjustments. Eric's expertise encompasses asset and liability management, income and asset preservation, retirement income planning, liquidity management, tax minimization, and generational wealth transfers. He coordinates with clients' attorneys and accountants to develop integrated, advice-focused plans aimed at minimizing risk and preserving capital during market volatility. Eric holds the Chartered Retirement Planning Counselor designation among others and is licensed in life, health, and long-term care insurance. He earned a Bachelor of Science degree in Finance and International Business from the University of Tampa, where he also serves on the Board of Fellows. Eric joined Merrill Lynch in 2004 after six years at another firm. He lives in St. Petersburg with his wife and two children and has personal interests in boating, fishing, hunting, running, scuba diving, and soccer.

Sherida Ferguson is a CFP® professional with 42 years of industry experience, currently serving at Raymond James & Associates. Her career includes various roles within Raymond James entities since 2017 and involvement with Mindful Money Management since 2019. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting services to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by extensive research and affiliate resources.

Matthew Gootson is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates since 2007, including a role at Raymond James Financial Services, Inc. since 2020. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and government entities, providing non-discretionary wealth advisory planning and investment consulting through various programs and affiliated resources.

Eileen Thompson is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1995. Outside of her advisory role, she serves as a Power of Attorney for an entity in Green Cove Springs, Florida. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Rachel Nohlgren is a CFP®-certified financial advisor with Raymond James & Associates in Saint Petersburg, FL, where she has worked since 2005. She has 17 years of industry experience and holds a Series 66 license. Outside of her advisory role, she serves as a board member and finance committee member for the SPC Foundation, a nonprofit organization. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Joanne Germak is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding a Series 66 designation and 27 years of industry experience. She previously worked at Merrill from 2018 to 2022 and Morgan Stanley Smith Barney from 2009 to 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, along with various portfolio management and financial planning services.

Steven Welch is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds a Series 66 designation and has worked with Thrivent Financial and Thrivent Investment Management since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering various topics such as retirement and estate planning, with the option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

David Holroyd is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2008. 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 municipal finance services alongside its retail advisory offerings.