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 23 years of industry experience. He has worked at multiple firms including Ameritas Advisory Services and Summit Financial Group, and maintains business activities related to insurance through Vaughn Asset Advisory Agency LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs, retirement consulting, and brokerage services.

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 at LPL Financial in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Grow Financial Federal Credit Union and CUSO Financial Services, LP. 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 range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

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 at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2005, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services including advisory programs and estate planning strategies.

Aimee Fox is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Raymond James & Associates since 2016. 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 various financial planning and advisory services with a range of portfolio management styles and affiliated research resources.

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 financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grow Financial Services and Cuso Financial Services, L.P. Additionally, Russello has a background in education, having worked with Kumon Math and Reading for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research and employs both discretionary and non-discretionary management strategies.

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.

Michael Glennon is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2006. Glennon is also president of Glennon Financial Services, a support company. Raymond James Financial Services Advisors, Inc. 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 offers tailored non-discretionary planning and consulting, using analytical tools to illustrate potential outcomes, and supports municipal and public finance work through a unique arrangement with a municipal advisor.

Ross Preville is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Raymond James & Associates since 1993. Outside of his advisory work, Preville is involved in nonprofit leadership, serving as president of the Florida Chapter of the Tourette Syndrome Association and as a business liaison for the Homeless Leadership Network of Pinellas County, among other community roles. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers financial planning and investment consulting with a range of portfolio management styles and is notable for its municipal advisory services and broad affiliate ecosystem.

Mike Hamidi Sakr is an Investment Consultant currently working at Fidelity Investments since 2025. In this role, he partners with individuals and families to understand their financial situations, develop tailored actionable plans, and align their investments with their goals and values. Prior to this, he served as an Investment Solutions Representative at Fidelity Investments starting in 2021 and worked as a Financial Advisor at Edward Jones from 2020 to 2021. He holds insurance licenses in Arkansas and California, which support his ability to provide comprehensive financial advice and solutions. Outside of his professional responsibilities, Mike engages in various personal interests including camping, cars, family activities, outdoor adventures, soccer, and volunteering.

Bruce Roberts is a financial advisor with Merrill in Saint Petersburg, FL, holding Series 63 and Series 65 licenses. He has 33 years of industry experience, including 17 years with Bank of America and Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

David Fanciullacci is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2013. Outside of his advisory role, he serves as a citizen trustee on the Employees' Retirement System Pension Board for the City of St. Petersburg. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension and profit-sharing plans, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a broad range of portfolio management styles and affiliated research.

Keith Jacobus is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads The Jacobus Wealth Management Group, which serves a diverse clientele across New York, New Jersey, Florida, and numerous other states. His practice emphasizes personalized wealth management strategies that address family wealth, retirement planning, tax minimization, and specialized areas such as LGBT wealth planning. Jacobus and his team provide comprehensive financial counsel, integrating investment management with broader life and financial goal considerations. With over two decades of experience, Jacobus applies a disciplined five-step process to deliver tailored solutions for clients, including multi-generational families, corporate executives, attorneys, CPAs, and business owners. Their approach involves thorough data analysis, goal setting, and ongoing portfolio monitoring, utilizing Merrill Lynch research and global investment models to manage risk and generate income. The team’s commitment centers on understanding clients’ unique situations to simplify complex financial lives and support long-term legacies. Keith Jacobus holds a Bachelor’s degree in Finance and Psychology from the University of South Florida. He has earned the Certified Investment Management Analyst (CIMA®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. Additionally, he is a Personal Investment Advisor (PIA).

Natalia Morales is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. before joining Raymond James in 2024. Morales also has experience in marketing and spent time at the University of Central Florida. 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 charitable organizations, offering financial planning and consulting services with a range of investment strategies and municipal advisory capabilities.

Benjamin Prescott III is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to that, Prescott worked at Prescott Communications from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.