Jorge Recio is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He previously worked at Wells Fargo Clearing for six years before joining Raymond James in 2022. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Myphuong Newsome is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining Raymond James, she worked at T. Rowe Price from 2015 to 2018. She is based in St. Petersburg, Florida. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools to support client goals and integrates technology and AI in its operations.

Sophia Goode is a Financial Consultant currently working at Fidelity Investments since 2023. She has held various roles within the financial services industry, including Investment Consultant and Investment Management Consultant at Fidelity Investments, Investment Advisor Representative at Jaffe Tilchin Wealth Management, Financial Advisor at Raymond James, Associate Financial Consultant at Charles Schwab, and Financial Representative at Fidelity Investments. Her professional experience encompasses wealth management services such as investment management, retirement income planning, tax and estate strategy planning, business owner planning, and college planning. Sophia collaborates with clients to develop and implement investment and retirement plans tailored to their individual financial goals. Outside of her professional work, Sophia enjoys biking, family activities, outdoor adventures, spending time with pets, and traveling.

Thomas Walter is currently Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity since 2007, progressing through roles from Financial Representative to Financial Consultant before his current role. Prior to Fidelity, he worked as a Financial Representative at Northwestern Mutual from 2005 to 2007 and completed an internship at Morgan Stanley Smith Barney from 2001 to 2003. His professional experience spans over a decade and a half in financial consulting, with a focus on assisting families with their financial needs and goals. Thomas holds a California Insurance License, supporting his advisory capabilities. Growing up in Naperville, Thomas began investing in the stock market from a young age, using funds earned caddying during summers starting in eighth grade. This early experience influenced his career path and commitment to helping clients achieve their financial objectives.

Dale Bradley is a financial advisor with Raymond James Financial Services Advisors Inc. He holds Series 63 and Series 66 credentials and has 37 years of industry experience. Prior to joining Raymond James in 2013, he worked at Edward Jones for six years. Bradley also serves as president of two non-investment-related businesses, Bradley Investment Center and Bradley Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting with a focus on risk profiling and analytical tools, and it supports numerous advisory programs and institutional consulting services.

Jason Keller is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Franklin Distributors, LLC and Franklin Templeton Companies, LLC, as well as multiple tenures at Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines large-scale resources and research with brokerage and advisory solutions, offering a range of investment and retirement plan services supported by Wells Fargo Investment Institute and third-party analytics.

Brock Rydell is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has eight years of industry experience. Prior to his current role, he worked at Apple, Inc. and has held various positions within the ride-sharing sector. Outside of advising, he is president and owner of DBON, LLC, a business formerly used for rental real estate activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports a broad advisor network with advisory programs and institutional consulting services.

Marie Colbert is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Cetera. She previously worked at Concourse Financial Group Securities Inc and Lincoln Financial Securities Corporation. Outside of her advisory role, she is involved in managing insurance brokerage businesses, including serving as owner and president of MKC Brokerage, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Michael Chernoff is a financial advisor with OSAIC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His career includes 14 years at Sagepoint Financial, Inc. and over four decades with IAT Incorporated. He serves as a board member of the Tampa Bay Estate Planning Council. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management strategies. The firm is noted for its scale, complex affiliate network, and private-equity ownership.

Jill French is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2011. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Christopher Hudson is a financial advisor with Edward Jones in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions under a fiduciary standard.

Antonio Witherspoon is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 23 years of industry experience. He has been associated with various divisions of Raymond James since 2006. 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, non-discretionary investment consulting, and municipal advisory services.

Megan Mccall is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior work includes roles at Penn Mutual Life Insurance Company and Commercial Asset Partners Realty. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Bartley Bates is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes prior roles at RBC Capital Markets and William R. Hough & Co. He is also involved in a private business named Wrap It Up Pilings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Diane Eshelman is a financial advisor at LPL Financial with 25 years of industry experience. She holds the CFP® and ChFC® designations and has prior experience spanning 26 years at Raymond James & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Eric Mcnamara is a financial advisor with Primerica Advisors in Bradenton, FL, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019 and previously worked at Lone Tree Inc. from 2001 to 2017. Outside of his advisory role, Mcnamara is involved with Bayside Community Church. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Toriano Faulkner is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Carillon Tower Advisers, Inc. and Northwestern Mutual Wealth Management Company. He is also active with the West Largo Congregation of Jehovah's Witnesses. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and consulting services that rely on detailed fact-finding and risk assessments.

Aaron Cross is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Donlan Wealth Management, The Investment Center, Inc., CBNA, and Diamond Comics. He is also involved with Donlan Wealth Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Laura Rehbein is a financial advisor at Ameriprise with 30 years of industry experience. She has been with Ameriprise since 2005. Outside of her advisory role, she serves on several nonprofit and business boards, including as president of the Network of Executive Women and treasurer of The Centre for Women, and she has authored a general financial book approved for public distribution. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create customized, written recommendation reports delivered in partnership with financial advisors.

Anton Liashko is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Ameriprise in Clearwater, FL. His prior work includes roles at Ameriprise Financial Services and Lyft. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.