Beth Dominguez is a CFP® professional with 25 years of industry experience, currently serving at Raymond James & Associates since 2011. Prior to that, she worked at Alfonso Dominguez Inc for 20 years. She holds Series 63 and Series 65 licenses. 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, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Robert Arroyo is a financial advisor with Cambridge Investment Research Advisors in Clearwater, FL, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at Duncan Financial Planning Advisors and First Allied Advisory Services. Outside of advisory work, he owns a vending machine distribution business and operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Jerrold Slutzky is a CFP® with 37 years of industry experience, currently with LPL Financial since 2009. He also practices law in wills, trusts, estate planning, elder law, and business entity matters, and serves as an industry arbitrator for FINRA. Additionally, he is the author of a book titled "My Everything File." LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, with both discretionary and non-discretionary management options.

Ryan Belfiore is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at TD Private Client Wealth LLC, Regions Bank, and MVP Orthopedics Inc. He is based in Seminole, Florida. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple third-party money managers through a multi-manager platform.

Mitchell Nelson is a financial professional with 24 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked with several firms, including Wealth Pathfinders, Imagine Retirement LLC, and Rockdale Financial Services. Nelson is also involved in entrepreneurial financial services ventures and holds ownership roles in related businesses. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform featuring diverse portfolio management options, financial planning, and access to third-party money managers.

Casey Craft is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and has been with various Raymond James entities since 2014. In addition to his advisory role, he is an associate with Kirk Wealth Group in St. Petersburg, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and other clients, offering tailored, non-discretionary planning and analytical tools to support client goals.

Collin Hunter is an Investment Consultant at Fidelity Investments, a role he has held since 2024. Prior to this position, he served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative from 2022 to 2023. He began his career as a Teller-Intern at Digital Federal Credit Union in 2021. In his current role, Collin partners with clients to develop financial roadmaps by understanding their personal stories, lifestyle, and legacy goals. He focuses on creating customized, comprehensive plans tailored to each client's unique objectives, aiming to deliver a world-class client experience. Outside of his professional responsibilities, Collin enjoys boating, fishing, fitness, social events with friends, golf, and traveling.

Jorge Lacott is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63, 65, and 66 licenses with 30 years of industry experience. He has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Douglas Reller is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016 and Morgan Stanley Private Bank, N.A. since 2015. Reller serves on the Board of Advisors for the University of South Florida Byrd Alzheimer's Research Center. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm’s financial planning process utilizes structured discovery conversations and planning tools, serving clients through tailored financial plans without providing individual security recommendations as part of standalone planning.

Francisco Rodriguez Ramirez is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He previously worked with The Prudential Insurance Company of America and Pruco Securities before joining Raymond James in 2017. 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, institutions, pension plans, and municipal entities, offering financial planning and consulting through various advisory programs and drawing on a broad range of portfolio management styles and affiliated research.

Dean Landsman is a CFP® and ChFC® with 28 years of experience in the financial industry, currently serving at Edward Jones since 1999. He is based in St. Petersburg, FL. Outside of his advisory role, Landsman is active as a part-time musician performing at local clubs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

David Turner is a CFP® with 10 years of industry experience and has been with Cetera since 2015. He also maintains a role with Achieva Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies across various program structures and custodial relationships.

Barth Morreale is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2016. Outside of his advisory role, he is involved with GJC Legacy and Associates, Inc., where he manages an advisory business. Ameriprise offers a retirement-income planning service for individuals nearing or in retirement who meet certain asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficient strategies to deliver tailored retirement recommendations.

Thomas Panos is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL, holding CFP® and ChFC® designations and bringing 29 years of industry experience. He has been with Raymond James since 2009 and is also the CEO and president of Panos Wealth Partners Group, Inc. Outside of his advisory role, he is involved with Bourbon Barrel Buddies, LLC, a private investment entity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary consulting using analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

Allison Brown is a financial advisor at Raymond James Financial with nine years of industry experience. She holds the Series 66 and Series 63 designations and has worked within various divisions of Raymond James since 2013. 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 delivers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs alongside specialized municipal and public-finance services.

Darrell Runyon is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked with Northwestern Mutual Investment Services LLC and served in educational roles with the Polk County and Wayne County School Boards. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Matthew Lascari is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Raymond James since 2017. Prior to that, he was with The Prudential Insurance Company of America and Pruco Securities LLC from 2015 to 2017. 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 fiduciary services, with a range of portfolio management options and municipal advisory services.

George Banks is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Raymond James Financial and Scottrade, Inc. prior to his current role. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers tailored financial planning and consulting services through a range of portfolio management styles and affiliated research resources.

Scott Geric is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved with Geric/Hemp Investment Group. 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 range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Robert Torris is a financial advisor with LPL Financial based in St. Petersburg, FL, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and Bluewater Financial for over 15 years each. Outside of advisory services, Torris is involved with RVTCHARWELL, Inc., a business entity unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.