Cory Rodrigue is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates for 14 years. 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Kyle Knecht is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials. He has three years of industry experience and previously worked at Guardian Life and Northwestern Mutual. He also has experience outside finance, including a role at The Wine Exchange. 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, and municipal entities, offering financial planning and consulting through various advisory programs and supported by in-house research and multiple portfolio management strategies.

Jeffrey Myers is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Bank of America since 1998. Outside of his advisory role, he serves as President Elect and will become President of the South Sound Planned Giving Council, a nonprofit focused on planned giving education. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Messick is a financial advisor with LPL Financial in St. Petersburg, FL, holding CFP® and Series 66 credentials and bringing 25 years of industry experience. Prior to joining LPL in 2019, he worked at Kestra Financial Services and has operated the independent firm Webber & Messick, P.A. since 2006. Outside of his advisory work, he is involved in music as a part-time musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Travis Collum is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has held multiple roles at Raymond James & Associates since 2011, with additional experience at IHT Wealth Management LLC and LPL Financial. 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 and investment consulting through various advisory programs and services.

Gasper Flores is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He has held his current roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2013. He holds the Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

My Edmonds is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2014. He is a board member and finance/investment committee member for Gulf Coast JFCS, a nonprofit organization. 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs and a broad range of portfolio management styles.

Jonathan Bik is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he focuses on delivering a comprehensive wealth management approach that begins with understanding clients and their families, financial situations, and priorities. He works to create customized strategies that adapt to clients’ evolving needs and market conditions, leveraging Merrill’s investment insights and the banking services of Bank of America. Jonathan specializes in managing new wealth, personal retirement planning, tax minimization, and retirement income strategies. He collaborates closely with clients to align wealth management plans with their values and goals. His expertise includes retirement planning, 401(k) analysis, portfolio strategies, education planning, cash flow modeling, estate planning services, and tax minimization. He also facilitates access to banking support for large purchase financing as part of addressing clients’ broader financial needs. He holds a Bachelor’s Degree from the University of Kentucky and an MBA from Saint Leo College. Jonathan has earned several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he volunteers with the Florida Holocaust Museum and enjoys boating, football, golfing, ice hockey, music, reading, running, spending time with his family, and watching movies.

Brennan Lane is a financial advisor at UBS Financial Services with eight years of industry experience. He has previously worked at Sorrento Pacific Financial, LLC, and Community Bank. Outside of his advisory role, Lane manages an inactive AI-driven e-commerce business selling consumer products. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining proprietary market research and model-based asset allocations to tailor solutions aligned with clients’ goals and risk tolerances.

Gerald Tacia is a financial advisor at Fidelity with Series 66 and Series 63 credentials and eight years of industry experience. His work history includes roles at Fidelity Investments, Raymond James Financial Services, and prior positions in education and management. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of AI in research.

Katherine Gross is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 66 credentials and 29 years of industry experience. She has worked at Raymond James & Associates since 2020 and previously spent over a decade at Bank of America and Merrill. 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 municipal advisory services.

Roberto Annoni Fuertes is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Carillon Fund Distributors, PennyMac Financial Services, and UBS. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, pension plans, and municipalities—and offers a range of financial planning and consulting services supported by extensive research and portfolio management options.

Andrew Coughlin is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 66 designation and has been with Raymond James 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, pension plans, and municipal entities, offering a range of financial planning and consulting services with primarily non-discretionary advice.

Patricia Balezentis is a financial advisor at Raymond James & Associates with 30 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at TIAA-CREF, Salomon Smith Barney Inc., and Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing 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 solutions.

Jerome Hamlin is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Fidelity Investments and Insight Global. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning that includes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Xianwei Cheng is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds a Series 66 designation and has five years of industry experience, having been with Raymond James & Associates since 2016. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Chrisonda Mcdonald is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. from 2009 to the present. 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 entities, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jonathan Wilkins is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with LPL Financial and has previously worked at firms including Charles Schwab, Payant Wealth Management Group, and Sagepoint Financial. Wilkins is also a commissioned notary in Parrish, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Jad Khoury is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and accumulating 32 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of advisory work, he is a partner and owner in a single-family rental real estate business and serves as an authorized representative of a real estate investment company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers a range of financial planning and consulting services, with advisors providing tailored, generally non-discretionary advice supported by firm research and multiple portfolio management styles.

Jake Szymanski is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has previous work experience at Melting Pot of Buffalo, Route 78 Street Bar, and Panera Bread. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.