Bruce Gelin is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 65 and Series 63 credentials and over 16 years of industry experience. His prior roles include positions at Valic Financial Advisors and Agia. Outside of finance, he is president and owner of Bruce Gelin Enterprises LLC, where he writes articles and essays on basketball, music, and religion. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charities, and institutional clients through comprehensive financial planning, retirement consultation, and asset management programs, utilizing a variety of third-party asset managers and discretionary models.

Zachery Sobel is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Morgan Stanley, he worked for six years at Cole, Scott, & Kissane, P.A., and has a background in law with a Juris Doctor from the University of Cincinnati College of Law. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a variety of advisory programs and financial planning services. The firm employs a structured planning process using firm-approved tools and supports broad retail and institutional offerings alongside specialized activities such as principal trading and private fund relationships.

Scott Bambach is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2014. 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, investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles and affiliated research resources.

Victor Arruda Rosenshteyn is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch and Darwin Wealth Management, among other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and offers broader derivatives and commodities capabilities.

Scott Casimiri is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2010. 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 institutional fiduciary solutions.

Carl Lee is a financial advisor at Cetera with the PFS™ designation. He has been with Cetera since 2025 and previously worked at Zen Again LLC, Intuit, Skar Audio, Amgen, and PricewaterhouseCoopers. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account authorities.

Russell Hale is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with LPL Financial and has previously worked at USAdvisors Wealth Management, Securities America, and several other firms. His other activities include volunteer work related to health and wellness. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory, brokerage, and institutional financial services.

Catherine Small is a financial advisor with Ameriprise Financial Services, holding a Series 66 credential and bringing 22 years of industry experience. She has been with Ameriprise since 2009, working through its various entities over that time. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Lorin Hamisak is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has previously worked at firms including UBS Financial Services, Wells Fargo Clearing, and Morgan Stanley. Outside of his advisory role, he is also a CrossFit coach. 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 with tailored, primarily non-discretionary financial planning and consulting, and offers a range of investment management styles supported by research and model manager options.

Gerard Kelly III is a financial advisor at Stifel with 40 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus since 2013, following a 20-year tenure at Robert Baird & Co. Stifel serves a wide range of clients, including individuals, institutional clients, 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 support asset allocation and financial planning.

Daniel Herraiz is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and eight years of industry experience. His prior career includes roles at Bank of America, Merrill, and entrepreneurial work with Vale Food Company. He is also involved with Live Well by L. 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 municipalities, providing financial planning and consulting services that emphasize tailored, non-discretionary strategies supported by extensive research and model management options.

Thomas Kane is a CFP® professional with 28 years of industry experience, currently serving at Raymond James Financial since 2009. He holds Series 63 and Series 65 licenses and has been affiliated with Raymond James Financial Services, Inc. since 2001. Kane serves as a trustee on the Town of Belleair Police Pension Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and partnerships, including specialized municipal and public-finance services.

Timothy Brady is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at USAA Financial Planning Services and Cruises Inc. He is based in St. Petersburg, 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, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Chase Caldwell is a CFP® and ChFC® with four years of industry experience, currently affiliated with Mass Mutual Investors Services in Tampa, FL. Prior to this, he worked at Northwestern Mutual in various capacities from 2020 to 2024. Outside of financial advising, he owns and operates One Plug Entertainment, LLC, which provides DJ, photobooth, and consulting services for weddings and events. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning engagements supported by firm-approved analytical tools and provides a range of specialized planning programs, including a standalone Divorce Planning offering.

Stephen Labate is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at David Lerner Associates, Inc. and Academy Securities. Labate also served in the Army Reserves for 34 years and is involved with the Republican Executive Committee in a political capacity. 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 clientele including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joel Ferguson is a financial advisor at Ameriprise with 11 years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at Edward Jones. Ferguson serves on the Board of Directors for Friends of Fisher House Orlando and is the Board Chair of the Lake Nona Regional Chamber of Commerce. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Isaiah Scott is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley and has held diverse roles in other industries, including a position with One Day Radon Mitigation LLC. 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, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management strategies.

Jonathon Young is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 20 years of industry experience. He previously worked at T. Rowe Price Investment Services, Inc. for 13 years before joining Raymond James & Associates in 2019. 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, investment consulting, and institutional fiduciary services.

Michael Grande is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2015. 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, investment consulting, and institutional fiduciary solutions.

Deborah Webster is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates advanced modeling techniques into its planning process.