Laura Blaya is a financial advisor at Raymond James & Associates with six years of industry experience. She has been with Raymond James since 2017 and previously worked at The Heckman Group. Laura holds the Series 66 designation and is based in St. Petersburg, 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, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Matthew Gourgues is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 14 years of industry experience. He previously worked at USAA Financial Planning Services and USAA Financial Advisors before joining Raymond James in 2019. Outside of his advisory role, he is the owner and manager of Nawlins Snowballs LLC, a mobile concession trailer business selling shaved ice treats. 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, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Kari Larocco is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Larocco serves on the University of Tampa Board of Fellows and is involved in entrepreneurial activities including managing a personal brand and acting as a brand ambassador for a cycling and triathlon apparel company. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Yandri Arces Obregon is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Obregon worked at Truist and Wells Fargo. 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 broad client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Todd Foley is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for three years before joining Raymond James in 2020. Outside of his advisory work, he owns the domain name swimadvisor.com. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Sanjiv Saste is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with Morgan Stanley. He previously worked at All Seasons Wealth and Raymond James Financial Services. Outside of his advisory role, he owns and operates SMS Consulting LLC, a technology business based in Tampa, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools.

Chad Schafer is a CFP®-certified financial advisor with 25 years of industry experience. He has worked at LPL Financial since 2018 and previously spent four years with Invest Financial Corp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Brian Rowland is a financial advisor with Edward Jones in Tampa, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Sumaiyya Khan is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. She currently works at Raymond James & Associates and previously was employed at Sabal Trust Company, Premier Family of Companies, and the New Jersey Turnpike Authority. 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, high-net-worth clients, institutions, pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Attila Szalay is a financial advisor at Wells Fargo Advisors in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Wells Fargo Clearing and several other firms, and he has experience in both education and the food service industry. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Jay Timberlake is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services Advisors, Inc. since 2016. In addition to his advisory work, he owns Timberlake Financial, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning tools and supports its clients through advisory programs and a range of specialized services.

Quinn Ebright is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and over 10 years of industry experience. He has been with Raymond James in various capacities since 2015. Outside of finance, he owns Quinn Ebright Photography, a small e-commerce business selling landscape photography prints and related services. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Debra Summerlin is a financial advisor at Merrill with 28 years of industry experience and holds a Series 63 designation. She has been with Merrill since 1990, totaling 36 years at the firm. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Riehle is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has worked at several affiliated firms, including Voyager Wealth Advisors and Raymond James Financial. 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, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Robert Wetzork Jr. is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James & Associates since 2016. 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 accounts, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Warren Paquin is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2019, following earlier roles at Edward Jones and SurePayroll. 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 investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Louis Spence III is a CFP® professional with 32 years of industry experience, currently serving at Raymond James & Associates since 2015. He previously co-owned a Raymond James Financial Services branch support company and is the author of a book on Social Security. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipalities. The firm provides financial planning, non-discretionary investment consulting, and institutional consulting, leveraging a range of portfolio management styles and affiliated research.

Darrell Hawkins is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked previously at J.P. Morgan Securities and Bank of America. Hawkins is currently based in Tampa, Florida. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tracey Czopek is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. She has worked at Raymond James since 2017 and previously spent a year at 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Roger Place Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he serves as COO of Tetelestai, LLC, a business involved in managing staff and system operations related to financial advising. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.