Kerry Farley is a financial advisor with Cetera and holds Series 63 and Series 65 designations. He has 36 years of industry experience, including roles at SunTrust Advisory Services and Regions Bank. Farley has been with Cetera since 2018. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jeremy Dunford is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 66 licenses and 26 years of industry experience. He has been with Raymond James & Associates since 2001. 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, institutional clients, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Luis Garcia is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. He has been with the firm since 2021, following his time as a full-time college student. 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 broad client base, including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christopher Roman is a CFP® with 23 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior work includes roles at Banc of America Investment Services, Inc. and UBS Financial Services. Outside of his advisory work, he acts as successor trustee and holds power of attorney for a family member. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and employs research and analytics to guide investment decisions.

Douglas Mitchell is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America for 12 years before joining J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative screening and qualitative research, supported by a centralized manager solutions team, and includes a framework that may incorporate ESG considerations.

Paul Willson is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Wells Fargo Clearing. He is based in St. Petersburg, Florida. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Renato Boac is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and over 21 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously held positions at Banc of America Investment Services, Inc. and Morgan Stanley DW Inc. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with more than 14,000 financial advisors.

Robert Askew Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at various Morgan Stanley entities since 2009 and has involvement in a real estate business, REANIMAR. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets with a structured, firm-approved planning process.

Nicholas Dukas is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Morgan Stanley. Outside of finance, he is a part-time musician and singer, involved in music recording and performance, and serves on the board of a continuing care retirement center. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Sydney Colson is a Financial Advisor at Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER (CFP). In her role, she collaborates with clients to develop strategies that address short-, mid-, and long-term financial goals, providing guidance on a range of topics including general investing, retirement planning, and unexpected financial needs. She also facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Sydney specializes in college education planning, family wealth management strategies, small business strategies, and support for women and wealth. Originating from the Chicago area, she holds a Bachelor's Degree from Creighton University and carries the designation of Personal Investment Advisor (PIA). She emphasizes a financial planning approach that is both understandable and empowering, aiming to help clients build wealth while enjoying their lives. Outside of her professional responsibilities, Sydney engages in activities such as adventure sports, golfing, running, volleyball, traveling, and spending time with her family.

Kjirsten Zellmer is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera-affiliated firms and Securian Financial Services. Zellmer serves as President of Securian Trust Company, an affiliated trust company, and is a director on the board of a nonprofit supporting youth musical education. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering tailored financial planning and advisory services supported by extensive research and a broad affiliate network.

Joseph Zangerle is a financial advisor at Edelman Financial Engines in St. Petersburg, FL, holding Series 65 and Series 66 licenses with one year of industry experience. His previous roles include positions at RJX Partners, Jackson National Life Distributors, Allstate, Farmers Insurance, and State Farm. Outside of the financial industry, he owns and manages a short-term rental hospitality business in Nashville, TN. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Riley Robinson is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and previously worked at Sunray Marine and the University of Central Florida. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Steven Segrist is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial and Lucor. 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, charitable organizations, and governmental entities—and offers a range of financial planning, investment consulting, and institutional fiduciary services.

Paul Jessie is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. His background includes roles at Cambridge Investment Research Advisors and Cambridge Investment Research, along with non-financial positions at Smoothie King, the University of North Florida Fitness Center, and Publix Supermarkets. 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 through tailored financial planning and consulting, offering a range of portfolio management styles and specialized municipal advisory services.

Estrella Espinoza is a financial advisor with Edward Jones in Clearwater, FL, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. Her prior roles include positions at Wells Fargo, Mass Mutual Life Insurance Company, MML Investors Services, and U.S. Bancorp Investments. Outside of her advisory work, she owns a rental property in Rosemount, MN. Edward Jones is a full-service wealth management firm serving 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.

Edythe De Marco is a Wealth Management Advisor co-founder of The De Marco-McCarthy Group at Merrill Lynch Wealth Management, serving high and ultra-high net worth families. Based in offices in St. Petersburg, Florida, and Providence, Rhode Island, she focuses on goals-based planning, wealth preservation, and multi-generational strategies for business owners, retirees, and women investors. Her approach emphasizes a boutique-level, high-touch experience throughout clients' financial lives. With over 40 years of experience, Edythe holds a bachelor's degree in finance from Santa Clara University and a Certified Financial Planner (CFP) designation. She also earned a certificate in "Expanding Cognitive Capacity" from Harvard University. Her expertise includes college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, and tax minimization. Edythe is actively involved in her community, serving on the boards and investment committees of organizations such as Foster Forward and St. Mary's Episcopal Church, and participates with the University of Rhode Island Foundation & Endowment. She is a member of professional organizations including the Southcoast Estate Planning Council and the Tierra Verde Women's Club. Edythe is the adoptive mother of her son, Jason, and resides in Florida and Rhode Island.

Marshall Ames is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2009 and City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Derek Smith is a financial advisor with UBS Financial Services in Clearwater, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Edward Jones, and AXA Equitable. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of capital markets products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor client solutions.

Sanja Smajlovic is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds the Series 66 designation and has been with Raymond James Financial Services Advisors Inc. and its affiliated entities since 2015. 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 offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and is noted for its municipal advisor affiliation and innovative advisory programs.