Steven Romanoff is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with Raymond James & Associates since 1992. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

De Andre Lewis is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Invesco, Raymond James & Associates, Alliance Bernstein, and LPL Financial. Lewis is also involved in managing residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and advisory services through a large network of advisors and branch offices nationwide.

Barry Strickland is a financial advisor at Raymond James Financial with 15 years of industry experience. He previously worked at Morgan Stanley and its Private Bank from 2015 to 2019 before joining Raymond James and its affiliated entities. He holds Series 63 and Series 66 licenses. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and offers programs such as wrap-fee advisory services and municipal advisory capabilities.

Cheryl Richardson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior experience includes ten years with T. Rowe Price and a brief tenure at T. Rowe Price Investment Services, Inc. before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional clients, charitable organizations, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, delivering tailored plans supported by extensive research and multiple portfolio management styles.

Oscar Guerra Falconi is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and five years of industry experience. He has worked at Bank of America N.A. and Bank of America/Merrill since 2022, and previously at Raymond James Financial Services and Raymond James & Associates. Outside of his advisory role, he consults part-time on debris cleanup efforts for the City of St. Petersburg following recent hurricanes. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brian Kilczewski is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and having 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing, B.C. Ziegler and Company, Ameriprise, and Morgan Stanley. Outside of financial advising, he assists his spouse with a local crochet craft business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional investors, and municipal entities. The firm offers financial planning and investment consulting with a variety of portfolio management styles, supplemented by affiliated research and advisory services.

Christopher Smoak is a financial advisor with LPL Enterprise in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has previous experience at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is also registered as a personal lines agent for property and casualty insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and wrap programs, alongside affiliated trust, insurance, and lending services.

Denise Samson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding 37 years of industry experience. She has been with Raymond James & Associates since 1986. 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 and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Mason Wellborn is a Series 66 licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, where he has worked for 10 years. He has six years of industry experience overall. 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 municipal advisory services among other solutions.

Corey Steadman Jr. is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2013 to 2018. Outside of his advisory role, he is a partner in 756 Moreland LLC, a business that manages a second home. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting supported by various portfolio management styles and affiliated research.

Simon Wheeldon is a financial advisor at Morgan Stanley with 33 years of industry experience. His prior roles include positions at Ameriprise and UBS Financial Services. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Michael Padilla is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has concurrently worked at Wells Fargo Bank NA since 2012. Outside of his advisory role, he is involved in a commercial cleaning maintenance business based in Inverness, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a large network of more than 14,000 advisors and offers both brokerage and advisory solutions.

Benjamin Erney is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and FP Solutions RI. His background also includes roles at Kutztown University of Pennsylvania and Penn State University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional investors, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing multiple portfolio management styles and affiliated research resources.

John Golon is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. His background includes roles at Raymond James since 2021 and prior positions at Florida State University and CenterState Bank. Raymond James & Associates is a large firm overseeing approximately $501 billion in assets, serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, employing a variety of portfolio management styles supported by extensive research and affiliates.

Jonathan Pittman is a financial advisor at Edward Jones in Tampa, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2021, he worked at Aflac, Instacart, and Starbucks Coffee Company. Outside of work, he participates as a singer in the choir at St. Andrew Episcopal Church. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment options, supported by a large network of financial advisors and branch offices nationwide.

Elizabeth Stewart is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL, having one year of industry experience. Her prior roles include positions at UBS Financial Services and Wells Fargo Advisors. Outside of her advisory work, she performs food delivery services part-time through platforms like DoorDash and UberEats. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and comprehensive investment strategies.

Stacey Ellis is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. She has worked at RBC Capital Markets since 2013 and previously spent two years with CI Doyle Private Wealth, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies managed through in-house and third-party managers, combining discretionary and non-discretionary services.

Joshua Curran is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 65 designation and 16 years of industry experience. He has been with Raymond James & Associates since 2010 and has also been affiliated with the University of Tampa since 2009. 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, institutions, and public entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Noreen McClure is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. She holds Series 63 and Series 66 designations and has 34 years of industry experience, including 16 years at Raymond James. Outside of her advisory role, she serves as a power of attorney in a family matter involving elder care and Medicaid applications. 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 that includes individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through various portfolio management strategies and affiliated research resources.

Lindsey Kuklin is a financial advisor with LPL Financial in St. Petersburg, FL, holding Series 63 and Series 66 registrations and nine years of industry experience. Her previous roles include work with various insurance carriers, financial firms, and operating a notary service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with advisory and brokerage services. The firm offers a range of financial planning and investment management solutions through a large network of advisors employing model portfolios, third-party subadvisors, and customized strategies.