Richard Gordon is a financial advisor with Merrill, holding a Series 66 designation and 16 years of industry experience. He has worked at Merrill since 1986 and Bank of America since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients 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.

Erick Martiak is a financial advisor with Edward Jones in Clearwater, FL, holding a Series 66 credential and seven years of industry experience. Prior to joining Edward Jones in 2019, he spent 20 years at Solar-Mite Electrical Contractors, Inc. He has involvement in managing rental properties as a partner and owner in several locations in New Jersey. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Amber Zinser is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding the Series 66 designation and nine years of industry experience. She has been with Raymond James Financial, Inc. since 2015. 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, institutional investors, and municipalities, offering financial planning, investment consulting, and municipal advisory services.

Kaitlyn Yacoub is a financial advisor at UBS Financial Services with six years of industry experience. She has been with UBS since 2018 and holds a Series 66 designation. Prior to joining UBS, she worked at TradeWinds Island Resorts and The Florida State University. 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

Adam Tottle is a financial advisor at Fidelity with nine years of industry experience. He has worked at Fidelity Investments since 2021, with prior experience at Ameriprise Financial Services and T. Rowe Price. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and develops model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Laura Sullivan is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63, 65, and 66 credentials and has worked with Raymond James Financial Services and Wells Fargo Advisors during her career. Raymond James & Associates, Inc. is a large 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 institutional advisory services supported by a broad range of portfolio management strategies and affiliated research.

Roger Turcotte is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has worked at Cetera since 2019 and previously spent 10 years at Foresters Financial. Based in Tampa, FL, his career spans multiple roles within the financial services sector. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment and advisory services through a large network of independent advisors, utilizing a multi-manager platform with various program structures and ongoing client supervision.

Robert Goff is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 1996. 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 charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Walter Hiel is a financial advisor with LPL Financial in Largo, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Edward Jones for two years. He also operates a separate business under the name Hiel Financial. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by technology tools and a broad range of non-advisory financial services.

Mark Peterman is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in Largo, FL, and has 14 years of industry experience. He has worked with Wells Fargo Advisors, LLC prior to his current role, where he has been since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Nicolas Engelbert is an advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials. He has experience working with Raymond James & Associates and DTCC, with a career spanning multiple roles since 2019. 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, and offers a range of advisory and consulting services through its Wealth Advisory Services Program and Institutional Fiduciary Solutions division.

Charles Kusche is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 14 years of industry experience. He 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, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lataney Levy is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds a Series 66 designation and has worked at various Raymond James entities since 2013. Outside of her advisory role, she is involved as an owner of a small cleaning service business where she assists with administrative duties. 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 offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ryan Doherty is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses. He has five years of industry experience, including one year at Morgan Stanley and prior to that, a nine-year career as a professional athlete. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Ryan Bridge is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Franklin Templeton Financial Services Corp. and Waypoint Direct Investments, LLC. Based in Tampa, FL, he joined Fidelity in 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Kristel Branish is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked with several Raymond James entities since 2022, as well as prior experience at Securities America and Ameriprise Financial Services. 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 clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Scott Coughlin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at PostcardMania, PennyMac, Capital Array, and Provident Funding. 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 clientele including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various programs and a range of portfolio management styles.

Mary Nelson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and 44 years of industry experience. She previously worked for Calton & Associates, Inc. for 32 years before joining Raymond James in 2019. Outside of her advisory role, she serves as president of PG Sarres, Inc., a family business involved in commercial property leasing. Raymond James & Associates is a large broker-dealer and registered investment adviser managing 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, investment consulting, and municipal advisory services.

Michael Santos is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at Citizens Securities, Inc., Ameriprise, and AXA Advisors. Raymond James Financial Services Advisors, Inc. offers 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 provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Russ Ames is a financial advisor at RBC Capital Markets with one year of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at City National Bank and entrepreneurial ventures related to militaria collectibles. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring tailored portfolio management, financial planning, and custody services, supported by a combination of in-house and third-party investment managers.