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.

Justin Kaisrlik is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with five years of industry experience. His work history includes roles at Morgan Stanley, Morgan Stanley Private Bank, N.A., and Mutual of Omaha Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services through various channels, including Corporate Financial Planning agreements.

William Smith is a financial advisor with Cetera in Tampa, FL, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked at Cetera and Regions Bank since 2017 and previously at SunTrust Advisory Services. In addition to his advisory role, he serves as a wealth advisor at Regions Bank, focusing on non-securities activities such as customer service for deposit accounts, loans, and credit card applications. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with model portfolios, third-party managers, and customized strategies, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Christopher Aiello is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and 16 years of experience with Merrill since 2010. He has nine years of industry experience. 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. The firm offers model-based and discretionary investment strategies supported by its internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leon Montgomery III is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial and the Bank of Tampa since 2023. Montgomery also has prior experience outside finance, including roles at Carrollwood Gold and Country Club, Publix, Chipotle, and the University of South Florida. 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 advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Locker is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2008. Outside of his advisory role, he serves on the board and finance committee of St Johns Episcopal Parish Day School, contributing to the school's master planning and executive compensation efforts. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, employing a variety of portfolio management styles supported by affiliated research and model managers.

Brett Patmore is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds the Series 66 designation and has previously worked with Seneca Financial Advisors LLC and Equitable Advisors, LLC. Outside of his advisory role, he operates several online resale businesses on platforms such as eBay, DePop, and Grailed. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools to provide both discretionary and non-discretionary investment management, emphasizing diversified portfolios and long-term strategies.

Brian Kashlak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 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 sources.

Robert T. Cochrane is a financial advisor at UBS Financial Services with 30 years of industry experience, all with UBS since 1996. He holds Series 63 and Series 65 credentials. Outside of his advisory work, he serves as one of five board members overseeing the financials and services of a condominium association in Pinellas County, Florida. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Tsvetelina Georgiev is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. She has been with Raymond James Financial Services and Raymond James & Associates since 2015 and previously worked with Carillon Fund Distributors. Georgiev is also a managing partner of Inspire Holdings LLC. 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, non-discretionary investment consulting, and institutional fiduciary solutions.