Samantha Miller is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of America, World Electric Supply, and Supply Chain Equity Partners. She has been involved with the Academy of the Holy Names since 2014 in a capacity outside the financial sector. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies developed by internal and third-party managers.

Dana Seiber is a financial advisor at Raymond James & Associates with 8 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2015. Outside of her advisory role, she owns Sunchase Travel LLC, a travel agency business she has operated since 2006, serving one long-term corporate client annually without soliciting new business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages 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 specialized municipal advisory services.

Kimberly Bunting is a financial advisor at Merrill with 35 years of industry experience. She has been with Merrill since 2003 and holds Series 63 and Series 66 designations. 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 model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Palmer Jr. is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he owns the Institute for DROP Consultants, which promotes DROP-related research and licensing of the Certified DROP Consultant certification. 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 and investment consulting with a range of portfolio management approaches.

Peter Zwart is a financial advisor at LPL Enterprise with eight years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. He is also involved in insurance-related activities through Prudential-sponsored non-variable insurance. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, consulting, and access to model wealth portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Rochelle Martin is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at J.P. Morgan Chase Bank, JPMorgan Securities, Primerica Advisors, and M&T Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and operates both directly and through Corporate Financial Planning agreements.

Douglas Freebern is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Michael Wallace is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Matthew Lenhardt is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Royal Alliance Associates, Inc. and Jhfn Sii. He also has experience at Michigan State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 and research from both internal and third-party sources.

Braulio Castillo Jr. is a financial advisor at Raymond James & Associates with a Series 66 designation and three years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity Investments. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Kristine Reed is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and 65 registrations and 18 years of industry experience. She has been with Raymond James affiliates since 2015 and is a 50% owner and officer of Bkreed, Inc., a privately held S corporation organized for tax purposes. Raymond James & Associates serves a broad client base including individuals, institutions, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions. The firm offers a range of portfolio management styles supported by affiliated research and specializes in municipal advisory services alongside market-making and execution roles in municipal and government bonds.

Robert Lewis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Raymond James since 2011. 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, corporations, and institutions. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and provides specialized municipal and public finance advisory services.

Madison Sherman is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has previously worked at Water and Flour and Chickies and Pete's. 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 and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Eric Wilbur is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Mass Mutual and its affiliated firm MML Investors Services since 2013. In addition to his advisory role, he works as an agent providing individual life, health, property/casualty, group life, and group health insurance, and he is involved in Medicare Advantage sales. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers through ongoing financial planning, asset management, and educational seminars. The firm emphasizes collaborative planning engagements using firm-approved analytical tools, offering event-driven planning services including divorce and estate-settlement planning.

Kelly Kipnis is a CFP® with 25 years of industry experience, currently affiliated with Raymond James & Associates. Prior to joining Raymond James in 2024, Kipnis worked at Hartford Funds Management Company and Wells Fargo Funds Management. 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, institutional clients, and municipal entities, delivering tailored financial planning and consulting with a range of portfolio management styles and affiliated research.

Jeffrey Julien is a financial advisor at Raymond James & Associates with 40 years of industry experience. He has been with Raymond James since 1983. Outside of his advisory role, Julien serves on the finance committee of a private country club and participates in finance and advisory committees for local organizations, including a church and a golf course. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and consulting services through various programs and employs a range of portfolio management styles supported by affiliated research and sub-advisers.

Charles Damico is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. His outside business activities include operating Blessed Wealth, LLC. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with over $256 billion in assets under management.

Stacey Pittman is a CFP®-designated financial advisor with 12 years of experience, currently affiliated with LPL Financial and the Bank of Tampa in Tampa, FL. She serves as Managing Director of BT Wealth Advisors, the wealth management division of the Bank of Tampa. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management and a variety of model portfolios.

Julie Rockwell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. She has been with Raymond James & Associates since 2011. 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, and charitable organizations—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Peter Sullivan is a financial advisor with Ameriprise in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley and its affiliates from 2007 to 2019 before joining Ameriprise in 2019. He serves on the boards of multiple nonprofit organizations, including the National Christian Foundation Tampa Bay and Health Access Connect, Inc. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team to deliver personalized retirement income advice.