Steven Gilbert is a financial advisor at Raymond James & Associates in St. Petersburg, FL, with 26 years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates, Eagle Fund Distributors, Inc., and Carillon Tower Advisers, Inc. since 2006, 2006, and 2008 respectively. 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, institutional and pension plans, charitable organizations, and municipal entities, offering a range of financial planning and consulting services through a variety of portfolio management styles and affiliated research resources.

Thomas Bryant is a financial advisor with Wells Fargo Clearing in Saint Petersburg, FL. He holds a Series 66 designation and has 11 years of industry experience, including 10 years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, providing both brokerage and advisory solutions.

Ildemaro Asprino is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds the Series 65 designation and previously worked at Fisher Investments and Personal Capital. 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, offers sub‑advisory services, and serves a large client base through both advisor-led and online platforms.

Eric Reid is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 65 and Series 66 licenses with four years of industry experience. Prior to joining Morgan Stanley, he worked at Florida Financial Advisors and has held roles outside finance including positions with several small businesses and teaching at The University of Tampa. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Christopher Hastings is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at various J.P. Morgan affiliates since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative due diligence with a forward-looking capital market framework and includes a broader range of regulatory registrations related to derivatives and commodities.

Joshua Clark is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of experience in the financial services industry. He has worked at Charles Schwab since 2020 and previously held roles at USAA Investment Management Company and USAA Financial Advisors. Clark holds a Series 66 license and is based in Tampa, FL. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a formal alternative-investment process, supported by a centralized and integrated operational structure.

Lori Paradise is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Raymond James since 2018, previously serving at Ameriprise Financial Services for seven years. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides non-discretionary planning tailored to client goals and supports municipal and public-finance work through a municipal advisor affiliation.

Richmond Galbreath Jr. is a financial advisor with LPL Financial in Tampa, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience and has been with LPL Financial since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,900 advisors.

Stefanie Daley is a Series 66-licensed financial advisor with Raymond James & Associates, bringing five years of industry experience. She has been with Raymond James Financial, Inc. since 2012. Outside of her advisory role, she is a certified Jazzercise instructor offering online rhythmic aerobics and strength training classes. 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, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

James Watts is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2015. Watts is based in St. Petersburg, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Kapil Bhatia is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has been with Raymond James & Associates since 2005. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

John Pascarella is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses and bringing 38 years of industry experience. He has worked at Raymond James since 2018 and previously held roles at Wells Fargo Clearing and A.G. Edwards & Sons. Outside of finance, he owns and operates an ice cream store in Lake Hiawatha, New Jersey. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles supported by affiliated research and sub-advisers.

Thomas Burnett is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Florida Financial Advisors and Washington Trust Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its process.

Arturo Leis Pretto is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and four years of industry experience. His prior work history includes positions at Goldman Sachs and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research, utilizing centralized due diligence and forward-looking market assumptions.

Diana Jansen is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 10 years of industry experience. Her prior roles include positions at JPMorgan Chase, New York Life Insurance Company, and Allstate Financial Services. She is also involved with Semper Financial Group, related to her LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services using model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Steven Labelle is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds Series 63, 65, and 66 licenses and has 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

David Orne is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2017. His prior roles include positions at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and Merrill. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a 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 in Tampa, FL, holding a Series 66 designation and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside the industry, Zollo teaches music at Tarpon Springs High School and serves as treasurer of the Leadership Conservatory Foundation, a nonprofit organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a variety of advisory programs and third-party asset managers to tailor investment solutions for its clients.

Christian Colling is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citigroup/Citibank, Bank of America/Merrill Lynch, and Morgan & Morgan prior to joining J.P. Morgan. 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 and fund searches, and customized performance reporting through a non-discretionary program. The firm employs a centralized due diligence process and integrates forward-looking capital market assumptions to develop model asset allocations, with a range of regulatory registrations that support broader derivatives and commodities capabilities.