Alfred Espro is a Series 66-licensed financial advisor with Raymond James & Associates, bringing 26 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of finance, he owns E5 Training, a sports training business offering local coaching lessons. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm provides non-discretionary financial planning and consulting, utilizing a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Cecelia Perez is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and previously worked at Raymond James for ten years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The advisory process is supported by centralized due diligence, combining quantitative and qualitative research, and incorporates an ESG eligibility framework.

Edmund Clapham is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Raymond James & Associates in St. Petersburg, FL. His prior experience includes roles at Modera Wealth Management and Parsec Financial Management. 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, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and affiliated research options.

Lynn Campbell is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Alice Mitchell is a financial advisor with Morgan Stanley Wealth Management in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. Her previous roles include positions at UBS Financial Services, American Century Advisory Services, Inc., and LPL Financial. She serves as Secretary and a board member of the Clearwater Blue Foundation Inc., a community organization based in Clearwater, Florida. Morgan Stanley Wealth Management provides investment advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and features a broad range of advisory programs and institutional services.

Todd Raquet is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Wells Fargo Clearing 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jon Hoell is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2017 and also worked with Raymond James Financial Services, Inc. from 2018 to the present. 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and firm research.

Griffin Suit is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James since 2014 and has also worked as an independent contractor delivering for Uber. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by diverse portfolio management styles and in-house research.

William Nugent II is a financial advisor at RBC Capital Markets in St. Petersburg, FL, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for seven years. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm implements customized strategies using both in-house and third-party investment managers and provides integrated capital-markets and alternative investment capabilities.

Cole Samuels is a financial advisor at Raymond James & Associates with 8 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Raymond James, he worked at Fidelity Investments, Oppenheimer, Charles Schwab Bank, Charles Schwab & Co., Inc., and Expeditors International. 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, charitable organizations, and municipal entities, offering tailored financial planning and consulting services with primarily non-discretionary implementation.

Evan Schechter is a Series 66-registered financial advisor with Raymond James & Associates, where he has worked for 15 years and has 17 years of industry experience overall. He is based in St. Petersburg, FL. 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, institutions, pension plans, and charitable organizations, offering financial planning, advisory consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

James Rankin Jr. is a Series 63 and Series 65 licensed advisor with Raymond James & Associates, where he has worked since 1983, accumulating 39 years of industry experience. He is based in St. Petersburg, FL, and has been with Raymond James Financial Services, Inc. since 1999. 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, institutional clients, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jonathan Ebberhart is a financial advisor at J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2020 and previously held roles at Credit Control and Anchor Wealth Management. He was also affiliated with the University of South Florida from 2016 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a manager solutions team that combines quantitative and qualitative research to build model allocations, including an ESG framework, and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliations.

Scott Sundberg is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services Advisors Inc. and USAA Financial Advisors, among other roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to assist clients and supports municipal and public-finance services through a unique affiliated municipal advisor.

Charles Funderburk III is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 credentials. He has nine years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, Bridgewater Associates, and TD Securities. Outside of his advisory work, he is a business owner of Swyft LLC and Owl Partners LLC. 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 model-driven, using portfolios developed by internal research and third-party strategists, and it offers financial planning, access to asset managers and TAMPs, and insurance product facilitation through affiliated entities.

William Poole is a financial advisor with Equitable Advisors in Tampa, FL. He holds a Series 66 designation and has 16 years of industry experience, including a decade at Axa Advisors, LLC. He operates a separate business under the name William S. Poole Financial Services. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory models.

David Igolnikov is a financial advisor at Equitable Advisors in Tampa, FL, holding a Series 66 credential with approximately one year of experience. Prior to joining Equitable Advisors, his work history includes roles at Pacific Sunwear, Aqua-Guard Management, and National Event Publications. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Armando Rojas is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 23 years of industry experience. He previously worked for CUNA Brokerage Services, Inc. for 20 years and has been affiliated with Suncoast Schools Federal Credit Union since 1995. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Brandon Reitz is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cantor Fitzgerald & Co., Northwestern Mutual, and the University of North Florida. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional and pension plans, charitable organizations, and government entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Keith Dudley is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has worked at Merrill, Bank of America, N.A., and Raymond James & Associates since 2020. Dudley holds Series 63 and Series 65 licenses. 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, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.