Jaime Lewis is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL Financial in 2026, Jaime worked at Valic Financial Advisors for 13 years and at AGIA for 4 years. Jaime also holds an agent position involving non-securities insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, retirement consulting, and brokerage services, supported by proprietary and third-party research, offering both discretionary and non-discretionary management.

Nathaniel Woods is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and several other firms and organizations. Outside of financial advising, he has experience with businesses including Danforth Communications, LLC, and Obscurity Brewing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports clients through various advisory programs and specialized services.

Max Francis is a financial advisor at Ameriprise with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Ross Aviation and Willowbend Country Club, as well as teaching positions at Assumption University and Barnstable High School. Ameriprise Financial Services is a large, diversified 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.

Dalton Brown is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 credential and has worked at LPL Financial since 2019, with prior roles at Michael R. Nelson Jr. and Waddell & Reed Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and technology.

Robert Pisaneschi is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Bank, JP Morgan Securities, Bank of America, and Merrill. Outside of his advisory role, he owns and operates BP Customs Inc., which sells products on Amazon, and Pulse Productions Group, a video production company focused on cars. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary investment services tailored to plan objectives and risk tolerances.

Julia Burke is an Investment Consultant at Fidelity Investments, a position she has held since 2025. In this role, she collaborates with individuals and families to develop tailored financial plans and strategies aligned with their goals, values, and concerns. Julia's experience at Fidelity Investments spans several roles since 2020, including Workplace Planning Consultant III, II, and I, as well as Customer Relationship Advocate. Through these positions, she has gained expertise in workplace planning and client relationship management. No information regarding Julia's education, credentials, personal interests, or community involvement has been provided.

Dallas Nelson is a financial advisor with Raymond James Financial Services, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Raymond James in 2022, he worked at Florida Financial Advisors and has experience in unrelated fields including restaurant and retail management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary advisory services using risk profiling and modeling tools, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

Darren Speizer is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at firms including Wells Fargo Advisors and Sunshine City Advisors. In addition to his advisory role, he is president of Speizer Wealth LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support clients' goals while maintaining specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Joseph Huenke is a financial advisor with Wells Fargo Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes over a decade at Wells Fargo Clearing and Wells Fargo Advisors, and he is a 33% owner of Tidewater Private Wealth Advisors, where he contributes part-time. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options, using proprietary research and tools to develop tailored recommendations, with flexible implementation through brokerage or advisory programs.

Casey Beckett is a financial advisor at Fidelity with Series 63 and Series 65 credentials and less than one year of industry experience. Prior to joining Fidelity, Beckett worked in various non-financial roles including positions in the hospitality industry and attended Coastal Carolina University. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves a diverse client base and is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of advanced technologies such as AI in its research.

Philip Townsend is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 63 designation and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Townsend is involved as an officer in Coconut Grove MHP LLC, a real estate-related business based in Key West, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates proprietary tools and market simulations.

Barrett White is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and previously worked at Hildene Capital Management and Crews Investment Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Braeden Eubanks is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Cetera and Minnesota Life Insurance Company. Outside of finance, he has experience in the catering industry through his work with University of Iowa Catering. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wendy Myers is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2004. 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, and offers financial planning, investment consulting, and institutional fiduciary services.

Paul Grande is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. for a combined 16 years. 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 financial planning, advisory programs, and retirement plan consulting services, providing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Richard Marcatos is a CFP® with 30 years of experience in the financial services industry. He is currently with Morgan Stanley and has previously worked at UBS Financial Services. Outside of his advisory role, he is a passive investor and sole proprietor of a restaurant/bar/nightclub business in Clearwater Beach, Florida. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Kevin Jones is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. He has been with Raymond James since 2019 and previously worked at Online Trading Academy from 2016 to 2018. 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 clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Laurence Buck is a Series 66-licensed financial advisor at Edward Jones in Estill, SC, with 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as Co-Chairman of Friends of NRA Pinellas County, FL, where he coordinates fundraising events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products, operating under a fiduciary standard.

Le Brielmaier is a financial advisor at Raymond James & Associates with 10 years of industry experience and holds the Series 66 designation. He has worked at Raymond James & Associates in multiple periods since 2014, with a brief tenure at Ellevest in 2022. 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, non-discretionary investment consulting, and specialized municipal advisory services.

Austin Linsky is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2020, progressing from Financial Consultant to his current role. Prior to joining Fidelity, Austin worked as a Financial Advisor at Robert W. Baird & Co. Incorporated from 2019 to 2020, and as a Financial Solutions Advisor - Assistant Vice President at Merrill Lynch from 2014 to 2019. As a Certified Financial Planner™, Austin partners with clients and their families to develop comprehensive financial plans and investment strategies tailored to their lifestyles and legacy goals. He emphasizes understanding clients' long-term needs and delivering a focused, client-centered experience. Outside of his professional work, Austin enjoys activities such as fishing, golf, skiing, and exploring culinary interests.