Vincent Lally is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2014. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Angela Nye is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding 27 years of industry experience. She has been with Raymond James & Associates since 1993. Outside of her advisory role, she is an owner and proprietor of a rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning and investment consulting services.

Caroline Williams is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2006. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aaron Middleton is a CFP® professional with six years of industry experience, currently affiliated with LPL Enterprise. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Edward Jones. Middleton served in the United States Marine Corps for 20 years. Outside of his advisory work, he volunteers with the nonprofit Scarletts Sunshine, distributing flowers several times per month. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm combines advisory and brokerage services with an integrated platform that includes insurance products and lending programs.

Scott Robinson is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following a five-year tenure at Franklin Templeton Distributors, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs with a focus on tailored financial planning supported by structured discovery conversations and analytical tools, managing approximately $2.74 trillion in client assets.

James Sorensen is a financial advisor at Edward Jones in St. Petersburg, FL, holding a Series 66 designation. He joined Edward Jones in 2025 and has a diverse background predominantly in the entertainment and media industries. His prior experience includes roles with organizations such as Reagle Music Theatre, Tampa Repertory Theatre, and Universal City Studios. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jake Hayes is a financial advisor with LPL Financial in St. Petersburg, FL, holding the CFP® and CFA® designations and seven years of industry experience. His prior roles include positions at Fisher Investments and Bank of America, including Merrill. He is the owner of JHJK Holdings LLC, a business entity used for tax and investment purposes. 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 and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Andrew Robinson is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He joined Fidelity in 2021 and has held several positions including Relationship Manager, Investment Solutions Representative, and High Net Worth Service Associate. Prior to his time at Fidelity, Andrew worked at T. Rowe Price from 2017 to 2021 in roles such as Quality Resolution Specialist, Client Manager, and Financial Services Representative. In his current role, Andrew focuses on helping individuals create, implement, and maintain financial plans that align with their goals, risk tolerance, and time horizon. He emphasizes a client-centered approach that builds relationships based on a holistic understanding of each client's needs and aspirations, aiming to develop financial roadmaps that reflect their values. No information on Andrew's education, credentials, personal interests, or community involvement was provided.

Maria Tottle is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. Her prior roles include positions at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, and T. Rowe Price Investments. Raymond James & Associates, Inc. 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—and offers financial planning, non-discretionary investment consulting, and institutional advisory services.

Mark Arkelian is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. He 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 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.

Douglas Drabik is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and 66 registrations and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles supported by affiliated research and sub-advisers.

Maxwell Winger is a financial advisor with Raymond James & Associates holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2023, he was involved in several hospitality-related ventures, including Winger Restaurant Group LLC and For the Table Hospitality. 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 charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Mark Phillips is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes long tenures at Foresters Financial and Foresters Advisory Services, as well as work with Humana since 2013. Outside of advising, he is involved with Humana Dental Plans. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to utilize various portfolio management strategies and programs across discretionary and non-discretionary authorities.

Kevin Cool is a financial advisor with OSAIC based in Tampa, FL, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Royal Alliance Associates, AIG Capital Services, American General Life Insurance, and TIAA-CREF. He is also involved as an insurance broker through Signature Financial Solutions, focusing on fixed insurance products and securities insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, corporate, and charitable clients through a broad network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services with a range of portfolio construction tools and access to multiple third-party solutions.

Jeffrey Cole is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding Series 63 and Series 66 designations and 14 years of experience. He has been with various Raymond James entities since 2007. Cole serves as a committee member for the finance committee at First United Methodist Church in St. Petersburg, reviewing budgets and expenses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized municipal and retirement plan services.

Angelina Day is a Financial Advisor at Merrill Lynch Wealth Management. She partners with clients including small business owners, entrepreneurs, young professionals, and women to offer proactive guidance and clear strategies aimed at building, preserving, and managing wealth. Angelina assists clients with a range of financial needs such as college education planning, family wealth management, legacy planning, liquidity management, personal retirement planning, small business strategies, and tax minimization. Angelina holds a Bachelor's Degree from the University of Florida and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her professional involvement includes participation in organizations such as the Heavener Leadership Challenge, Leadership Development Program, Safety Harbor Chamber of Commerce, and Tampa Women for Good. Beyond her professional work, Angelina contributes to several community organizations including Miami-Dade County Animal Services, Peaceful Paths Domestic Abuse Network, Second Harvest Food Bank of Central Florida, and Tampa Bay Humane Society. Her personal interests include chess, cooking, gardening, golfing, pickleball, reading, running, sewing, traveling, and volleyball.

Stacy Sabin is a financial advisor at Fidelity with five years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Raymond James for eight years. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Jessica Johnson is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 designation. Prior to joining the firm, she worked for Hillsborough County Schools for four years. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

Allison Butler is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Kimberly Vaughan is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. She holds the Series 66 designation and has five years of industry experience. Vaughan has been affiliated with various divisions of Raymond James since 2008. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.