Ashlee Miller is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2019, following prior roles at Citi and Hilltop Securities. 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 institutional fiduciary solutions supported by a nationwide adviser network.

Laurie Martin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and with 28 years of industry experience. She has been with Raymond James & Associates since 2008. 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 municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Pamela Dils is a financial advisor at UBS Financial Services with 31 years of industry experience. She has been with UBS since 2010 and holds Series 63 and Series 65 registrations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Alena Barlow is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 25 years of industry experience. She has worked at Raymond James Financial Services and Raymond James & Associates since 2020 and previously spent 11 years at Transamerica Financial Advisors. 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, pension plans, and charitable organizations with financial planning, non-discretionary investment consulting, and specialized advisory services, including municipal advisory and employer consulting programs.

Jason Simonelli is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2018. Prior to this role, he worked as an Investment Consultant from 2015 to 2018 and as a Financial Representative from 2014 to 2015 at the same firm. In his current position, Jason assists clients in developing wealth strategies that support both their financial goals and the interests of their family members. Jason holds a California Insurance License, which supports his ability to provide comprehensive financial advice. He partners with clients to make honest and thoughtful financial decisions, focusing on strategies that benefit their long-term financial well-being.

Zachary Strutt is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation and having 10 years of industry experience. He has been with various Raymond James entities since 2016. Outside of his advisory role, he is involved in a rental real estate business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals, with a notable affiliation supporting municipal and public finance work.

Paul Lentini is a financial advisor with Raymond James & Associates, holding the CFP® and ChFC® designations and possessing 25 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2018. Lentini serves as a board member for LEO Family Fun Day, Inc., an organization that raises funds for the Pasco County Fallen Law Enforcement Officers Memorial foundation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets, serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and consulting services with a focus on tailored, non-discretionary advice supported by comprehensive research, multiple portfolio management styles, and municipal advisory capabilities.

William Morrison is a Series 66 licensed financial advisor with 27 years of industry experience. He has worked at Osaic Wealth, Inc. since 2021, following roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. He is involved in succession planning through a sole proprietorship and holds responsibilities in compliance and administrative functions with affiliated financial entities. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a broad set of investment solutions, utilizing asset-allocation tools and third-party platforms to customize and manage portfolios.

Thom Newcomb is a financial advisor at Ameriprise with 26 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2005. Outside of advising, he owns and operates several small businesses, including a beverage distribution company and an entity managing a distribution agreement for an energy drink. Ameriprise serves primarily clients approaching or in retirement, offering retirement-income planning that integrates research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Sergio Victores is a Planning Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he served as a Relationship Manager from 2021 to 2023 and was a Financial Representative from 2019 to 2021, all within Fidelity Investments. Sergio's professional approach focuses on building trusted relationships and providing thoughtful financial planning tailored to each client's unique priorities. He is dedicated to helping individuals and families work toward their most important goals and serving as a dependable resource in managing their portfolios. Outside of his professional responsibilities, Sergio has interests in cars, football, golf, movies, music, and traveling.

Christopher Jett is a financial advisor at Raymond James & Associates with 7 years of industry experience. He has been with Raymond James & Associates since 2007. He holds the Series 66 designation and is based in St. Petersburg, FL. 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 broad client base including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

John Eussen is a financial advisor at Fisher Investments with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee to guide investment decisions and employs tax-aware and risk management strategies in its globally diversified portfolios.

Dawn Gatti is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, from 2014 to 2023. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Gina Di Grandi is a financial advisor with J.P. Morgan Securities in Clearwater, FL, holding a Series 66 credential and 14 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2012 to 2024 before joining J.P. Morgan in 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Laura Blaya is a financial advisor at Raymond James & Associates with six years of industry experience. She has been with Raymond James since 2017 and previously worked at The Heckman Group. Laura holds the Series 66 designation and is based in St. Petersburg, 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Matthew Gourgues is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 14 years of industry experience. He previously worked at USAA Financial Planning Services and USAA Financial Advisors before joining Raymond James in 2019. Outside of his advisory role, he is the owner and manager of Nawlins Snowballs LLC, a mobile concession trailer business selling shaved ice treats. 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 investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Yandri Arces Obregon is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Obregon worked at Truist and Wells Fargo. 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 broad client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Todd Foley is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for three years before joining Raymond James in 2020. Outside of his advisory work, he owns the domain name swimadvisor.com. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Chad Schafer is a CFP®-certified financial advisor with 25 years of industry experience. He has worked at LPL Financial since 2018 and previously spent four years with Invest Financial Corp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Bethanie Gore is a financial advisor with LPL Financial in Clearwater, FL, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining LPL Financial, she worked at Northwestern Mutual in various capacities from 2023 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations, through a large national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.