Jacob Ackerman is a financial advisor with LPL Financial in Clearwater, FL, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2020, he worked at Calton & Associates, Inc. and New York Life. Outside of his advisory role, he is employed by American Dream CPA in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by advisor-facing technology and a broad platform of non-advisory financial services.

Alton Pardue is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has nine years of industry experience. He has worked at firms including Morgan Stanley, Merrill, and Principal Securities. Outside of financial advising, Pardue is a 50% owner of The Learning Experience, a childcare services business. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services with various program structures and access to third-party managers.

Roy James is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he co-hosts a sports debate podcast and is involved in several business ventures including real estate development and wellness services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and related financial services.

Brandon Baird is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with Raymond James Bank and Raymond James & Associates since 2018, following two years at Wells Fargo Clearing. 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 municipal entities, offering financial planning, investment consulting, and municipal advisory services through various programs and affiliated research resources.

John Bryan is a financial advisor with Cetera, holding a Series 66 designation and 27 years of industry experience. He has worked at several financial services firms including Avantax and Benton Financial Group, and maintains roles in tax preparation and accounting through his own businesses. Bryan also serves as treasurer of a neighborhood homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment platforms through a large national network of independent advisors.

Shelley Ann Ragoonanan is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise, JPMorgan Chase Bank, JPMorgan Securities, and AXA Advisors. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Jonathan Richie is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors, Inc. since 2018. Prior to his current role, he was involved with the International Language Academy and owned J Richie Media, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor strategies to client goals and supports its extensive advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Susannah Townsend is a Certified Financial Planner (CFP®) with 34 years of experience in the financial services industry. She has worked at Morgan Stanley since 2009, including over a decade with Morgan Stanley Private Bank, and previously spent eight years at UBS Financial Services. She is based in Tampa, FL. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.

Joshua Brooks is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes prior roles at Merrill, Bank of America, Wells Fargo Clearing, and PNC Wealth 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 wide range of clients including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Matt Schommer is a financial advisor with Cetera in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Ameriprise Financial Services, Mass Mutual Investors Services, and MSI Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program structures and custodial relationships.

Michael Tippin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors and its predecessor firm AXA Advisors since 1999. Outside of his advisory role, he is a member of Bourbon Brau LLC, an entity created to purchase an airplane. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers both proprietary and third-party investment solutions through a network of Investment Adviser Representatives and emphasizes risk assessment and personalized program matching.

Bryan Peterson is a financial advisor at OSAIC in Tampa, FL, holding a Series 66 designation with five years of industry experience. His prior work includes roles at GFA Financial and entrepreneurial ventures such as The Library JV LLC and Pane Rustica. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by risk assessment tools and a range of customizable investment programs.

Michelle Tolmoff is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. She has been with Cetera Investment Services LLC and related entities since 2015. In addition to her advisory role, she is involved in community engagement activities through GTE Federal Credit Union and provides concierge services and loan referrals as a relationship advisor. 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 options ranging from discretionary portfolio management to bespoke strategies, supported by a national network of over 10,000 advisors.

Casey Bradford is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to joining Raymond James, Bradford worked at UBS Financial Services and LPL Financial. Outside of financial advising, Bradford serves as a Girl Scout troop leader for the Girl Scouts of West Central Florida. 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 solutions.

Christopher Martinson is a CFA® charterholder with nine years of industry experience. He currently works at Mass Mutual Investors Services and MassMutual Life Insurance Co. Prior to joining MassMutual in 2025, Martinson held positions at BNY Mellon Securities Corporation, BNY Mellon, and Citi Private Advisory. He is also licensed as an insurance broker focusing on long-term care. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

Ian Wiley is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. He has worked at Charles Schwab Bank, SSB since 2026 and Charles Schwab & Co., Inc since 2024. Prior to his career in finance, his background includes several roles across different industries and periods of full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Robert Ulrich is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor financial plans aligned with client goals and risk tolerances.

Stephanie Fuetterer is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and previously worked at Advanta IRA Services, LLC for five years. Her background also includes roles in the hospitality industry and at the University of South Florida. 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 municipalities, offering financial planning, investment consulting, and municipal advisory services through various specialized programs.

Brian Trautmann is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. His previous roles include positions at Merrill and American Financial Network, as well as various engagements with the University of Florida. 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, providing financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management options.

Katherine Roulston is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and bringing 26 years of industry experience. Her career includes roles at Merrill, Morgan Stanley, Wells Fargo Clearing, and Raymond James. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.