Brandon Stone is a financial advisor with UBS Financial Services, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services Inc. since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Matthew Nagel is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2017. Prior to that, he was with Kelly Services USA LLC for two 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Howard Lakeman is a financial advisor with Merrill, holding a Series 66 designation and bringing eight years of industry experience. He has worked at both Merrill and Bank of America since 2016. 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 strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Dobler is a ChFC® credentialed financial advisor with 45 years of industry experience. He is currently with OSAIC and previously worked for Stifel Independent Advisors, LLC for 21 years. He is also the owner of Dobler Asset Management LLC, a financial services business. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports a wide range of programs through a multi-advisor platform and maintains various affiliated broker-dealer and RIA relationships.

Kevin Warner is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial since 2023. Outside of his advisory role, Warner serves as supply clergy for the Dioceses of Southwest Florida and is a board member of La Cruz School, a bilingual pre-school forming as a 501(c)(3) organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on comprehensive, goal-based planning with written recommendations across various areas, including retirement and estate planning, and offers clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Dana Dodak is a financial advisor at Raymond James & Associates with two years of industry experience and holds the Series 66 designation. Prior to joining Raymond James, Dana worked in physical therapy and hospitality sectors. Raymond James & Associates, Inc. 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 municipalities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Danielle Piehl is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 66 designations and having 12 years of industry experience. She previously worked at Raymond James & Associates from 2014 to 2018 before joining Morgan Stanley, where she has been since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Sandra Smith is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Sandra is based in St. Petersburg, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Mandisa Trader is a financial advisor with Ameriprise in Ruskin, FL, holding Series 63 and Series 66 licenses and 21 years of industry experience. Her prior roles include positions at Citigroup and American Enterprise Investment Services Inc. She has been with Ameriprise in various capacities since 2015. Ameriprise offers a retirement-income planning service focused on individuals with substantial investable assets, providing customized Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver tailored retirement income advice, primarily serving clients with Ameriprise-managed accounts.

Stephanie Morris is a financial advisor at Raymond James & Associates with two years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Edward Jones, Massage Envy, Simplicity Event Planners, and David's Bridal. 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 and consulting services through various specialized programs and an extensive affiliate network.

David Thomas Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. His background includes roles at Ameritas Advisory Services, Summit Financial Group, and Merrill, among others. He is also involved with Vaughn Asset Advisory Agency LLC, serving as president and managing member of an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and supporting over 22,800 advisors.

James Tarantino is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as president of Gentry Hill LLC and coaches 8th grade girls basketball at Carmel Middle School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary capital market assumptions and research to tailor client plans and offers a range of advisory and capital markets services.

Teddy Alvarado Figueroa is a financial advisor with LPL Financial based in Tampa, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Grow Financial Federal Credit Union and CUSO Financial Services, LP. He is also involved with Grow Financial Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions through a network of investment adviser representatives, offering a range of advisory and brokerage services including financial planning and model portfolio programs.

Michael Funsch is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2012, also working at City National Bank since 2018. Outside of his advisory role, he serves on the board and committees of several local nonprofit organizations related to health advocacy, estate planning education, and legal services access. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to client risk profiles.

Gina Timko is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and UBS Financial Services. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and modeling techniques, offering both retail and institutional investment services.

Aimee Fox is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James since 2016. The firm manages approximately $501 billion in assets and serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and government entities. Raymond James offers financial planning and investment consulting through various programs, combining multiple portfolio management styles and affiliated research while maintaining primarily non-discretionary client relationships.

William Curtis is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, and he currently serves in the Air Force Reserve. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and overseeing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and modeling techniques, supporting clients primarily in an advisory role.

Jamila Kravarusic is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 15 years of industry experience. She worked at Merrill Lynch for 11 years before joining Raymond James & Associates in 2020. 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, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management styles.

Alexander Russello is a Series 66 registered financial advisor with seven years of industry experience. He is currently affiliated with LPL Financial and has previously worked with Grow Financial Services, Cuso Financial Services, and Grow Financial Federal Credit Union. Outside of advising, Russello has extensive experience at Kumon Math and Reading, where he worked for 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wendy Splan is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, delivering tailored advice supported by proprietary research and capital market analysis.