Megan Williams is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds the Series 66 designation and has worked at Raymond James and its affiliates since 1998. Outside of her advisory role, she serves as Treasurer for her daughter's Girl Scout Troop and is an acting Trustee for a family trust. She also represents Raymond James on the University of South Florida Accounting Circle Board. 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, and municipalities, offering financial planning and consulting services with a range of portfolio management styles supported by affiliated research and sub-advisers.

Lauren Dumas is a financial advisor with J.P. Morgan Securities in Tampa, FL. She holds a Series 66 designation and has three years of industry experience. Prior to her current role, she has been associated with JPMorgan Chase Bank NA since 2006. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework within a non-discretionary program.

Jake Homolash is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has three years of industry experience with prior roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Oppenheimer. Outside of finance, he has worked briefly in the restaurant industry. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a focus on financial planning, third-party asset managers, and affiliated insurance and trust services.

William Sallade is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has been with various Raymond James entities since 2016. Sallade is also the CEO of Sallade Financial LLC, a sole proprietorship used to receive 1099 income related to his advisory work. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools including risk profiling and probability modeling to support client goals.

Paul Brock is an advisor at Raymond James & Associates in St. Petersburg, FL. He holds the Series 66 designation and joined the firm in 2026. Prior to his current role, he worked in education for 14 years and held positions at Davey Tree, Turkey Creek Golf Course, Innisbrook Golf Resort, and Jersey Mike's Subs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, drawing on a range of management styles and affiliated research.

John Carelli III is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 15 years of industry experience. He previously worked at Janney Montgomery Scott before joining Raymond James in 2017. Outside of his advisory role, he occasionally provides accounting and financial guidance for his wife's online email marketing automation company, J. Carelli Consulting, LLC. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Waldemar Vidal is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Raymond James & Associates since 1984. Outside of his advisory role, he serves as president of the Smuggler's Cove Condominium Association in Treasure Island, Florida. 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 with financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, offering a range of portfolio management styles and affiliated research.

Rebecca Zwerin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and over 20 years of industry experience. She has been with Raymond James & Associates since 2005. Outside of her advisory role, she is involved in rental real estate. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and various organizations. The firm offers financial planning and consulting services with a primarily non-discretionary approach, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

Vanessa Garl is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 and modeling techniques in its advisory process.

Vincent Lally is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2014. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Angela Nye is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding 27 years of industry experience. She has been with Raymond James & Associates since 1993. Outside of her advisory role, she is an owner and proprietor of a rental real estate business. 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, including individuals, institutions, and municipal entities, and offers a range of financial planning and investment consulting services.

E S Martin III is a financial advisor at Merrill with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1981, as well as Bank of America since 2009. Outside of his advisory work, Martin is involved with the Tampa Bay Buccaneers and the National Football League in part-time game day roles, and he also assists with game day operations for the Outback Bowl. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bart Riccardi is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and 30 years of industry experience. He worked at T. Rowe Price Investment Services, Inc. for 22 years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its financial planning process.

Valerie Morris is a Series 66 licensed financial advisor with UBS Financial Services in Tampa, FL, where she has worked since 2002. She has 19 years of industry experience. Outside of her advisory role, she is associated with 31 Gifts, a business she has been involved with since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management.

Aaron Middleton is a CFP® and ChFC® with seven years of industry experience. He is currently affiliated with LPL Enterprise and has prior experience at firms including Cetera, Regions Bank, The Prudential Insurance Company of America, and Edward Jones. Outside of his advisory work, he volunteers with Scarletts Sunshine, a nonprofit organization where he helps distribute flowers several times a month. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with an emphasis on access to third-party asset managers and a range of financial planning services.

Scott Robinson is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following a five-year tenure at Franklin Templeton Distributors, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs with a focus on tailored financial planning supported by structured discovery conversations and analytical tools, managing approximately $2.74 trillion in client assets.

Jodi Leonard Fardella 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, also working at Bank of America, N.A. since 2024. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individual and institutional clients including high-net-worth individuals and charitable organizations.

James Sorensen is a financial advisor at Edward Jones in St. Petersburg, FL, holding a Series 66 designation with one year of industry experience. Prior to his role at Edward Jones, he has been involved in various positions within the arts and media sectors, including work with multiple theatre companies, music production, and media agencies. Outside of advisory work, Sorensen has engaged in entrepreneurial activities related to talent and event production. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Jake Hayes is a financial advisor at LPL Financial in St. Petersburg, FL, with seven years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Fisher Investments, Bank of America, Merrill, and Merrill Lynch. Outside of his advisory role, Hayes is the owner of JHJK Holdings LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology and a broad product lineup.

Maria Tottle is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. Her prior roles include positions at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, and T. Rowe Price Investments. 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, institutional and pension plans, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional advisory services.