Gilbert Schisler is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked with various Raymond James affiliates since 2019 and previously held roles at USAA Financial Advisors and USAA Investment Management Company. Outside of his advisory work, he is involved part-time in selling products on eBay. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and unique services such as municipal advisory work and a SIMPLE IRA Employer Advisory program.

Robert Blenis is a financial advisor with Raymond James Financial, holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James Financial Services since 2003. Outside of his advisory role, he serves as Elder Board Chairman at Northside Baptist Church in Saint Petersburg, FL, where he leads board meetings and oversees pastoral care and board recruitment. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and utilizes analytical tools to support client decision-making, with specialized services in municipal finance and SIMPLE IRA employer consulting.

Richard Meadows is a financial advisor with Wells Fargo Clearing, holding CFP®, Series 63, and Series 65 designations. He has 33 years of industry experience, including more than a decade with Wells Fargo firms. Meadows serves as an executor for a family estate in addition to his advisory work. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through its network of over 14,000 financial advisors and offers both brokerage and advisory solutions.

Mark Remund is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 28 years of industry experience. His career includes ten years at Scottrade, Inc. before joining Raymond James in 2019, where he has been with the firm for over seven years. 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 individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs and leveraging a broad array of portfolio management styles and affiliated research.

Julianne Whalen is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch Wealth Management for over 20 years and works as part of a team focused on assisting affluent families in Boca Raton, Florida. The team helps clients determine their financial objectives and implement strategies to meet their financial goals. Julianne holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She supports a disciplined and customized approach to wealth management alongside her professional colleagues. Additional personal and educational details about Julianne Whalen have not been provided.

Lawrence Hamrick Remboski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Lawrence is based in Redington Shores, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven, incorporates modern portfolio theory, and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Maximilian Ford is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Peltz Shoes. 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 municipalities, offering financial planning, investment consulting, and municipal advisory services.

Michael Mclaughlin is a CFP® and holds a Series 66 designation, with 14 years at Raymond James & Associates and a total of 10 years in the industry. He 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 a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Craig Decker is a financial advisor with Raymond James & Associates in Saint Petersburg, FL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at RBC Capital Markets Corporation for eight years before joining Raymond James in 2016. Outside of his advisory role, he is a 50% owner and managing member of Skeleton Horse Racing LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and public entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles and affiliated research, with notable capabilities in municipal advisory services.

Harvey Goldberg is a financial advisor at OSAIC with 40 years of industry experience. He holds the Series 63 designation and has worked at Lincoln Financial Securities Corporation and Century Financial Services. Goldberg is also an insurance agent offering various insurance products, including accident, health, disability, fixed insurance, and life insurance. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage a range of investment portfolios.

John Marino is a CFP®-designated financial advisor at RBC Capital Markets with 35 years of industry experience. His prior roles include positions at Morgan Stanley and City National Bank. Outside of his advisory work, he volunteers to provide financial education to children and serves as a finance committee member for the Saltaire Owners Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management and integrates both in-house and third-party investment solutions.

Sean Goodrich is a CFP® with 27 years of experience in the financial services industry. He is affiliated with Raymond James Financial and has been associated with various Raymond James entities since 2000. Goodrich is also the sole owner of Goodrich Wealth Planning. 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, institutions, and nonprofits. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique municipal advisory capabilities alongside specialized retirement plan consulting services.

Jonathan Palmer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. He has worked at Raymond James since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. He is a partner in Salmon Bay Capital Advisors LLC, a business established in 2024. 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 public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Seth Hoffman is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James since 2017, following a six-year tenure at Invest Financial Corporation. 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 investment consulting through a variety of portfolio management styles and affiliated research resources.

Timothy Killgoar is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He has worked with various Raymond James entities since 2008. Killgoar is also a manager of Southpaw 21, LLC, an entity established to hold real property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and investment consulting services with a range of portfolio management styles supported by affiliated research and sub-advisers.

Dipti Dastidar is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, INC and Raymond James and Associates since 2017, following prior roles at GF Investment Services, LLC and Global Financial Private Capital, LLC. 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, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by affiliated research and model manager options.

Kimberly Geiger is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. Prior to joining Raymond James in 2019, she worked at Fidelity Personal and Workplace Advisors from 2015 to 2019. Outside of her advisory role, she sells clothing online through the Poshmark app. 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, institutions, and municipal clients with tailored financial planning and consulting, offering a range of investment management styles supported by research and affiliated sub-advisers.

Jason Wolgemuth is a financial advisor with Edward Jones in Largo, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Raymond James for 16 years before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Cooney is a financial advisor at Morgan Stanley with 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Cooney holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by risk modeling tools.

David Schreck serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2006, providing financial advisory services to his clients. His expertise is supported by his professional designations, including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). David earned his bachelor's degree in finance from Auburn University, graduating cum laude. Alongside his professional commitments, he is an instrument-rated pilot and engages in boating, mountain biking, and traveling. He resides in Clearwater Beach, Florida, with his wife and two daughters.