Joseph Pellegrini is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds the Series 66 designation and has worked at various Raymond James entities since 2008, including Raymond James Financial and Raymond James Financial Services, Inc., as well as Motr Media. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, with a focus on tailored, non-discretionary advice supported by firm research and diverse portfolio management options.

Timothy Logan is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Prudential Equity Group. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of areas including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo’s research and planning tools.

Kevin Burnett is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work history includes positions at Wells Fargo Clearing and SunTrust Advisory Services. 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 charitable organizations, offering financial planning and consulting services, with a focus on non-discretionary advice supported by firm research and a range of portfolio management strategies.

Bryce Unruh is a financial advisor with Wells Fargo Advisors in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a trustee for family trusts and is involved in local homeowners association activities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services tailored to clients meeting a net-worth threshold. The firm integrates advisory services with various financial product offerings and employs a flexible approach to client recommendations and implementation.

Diane Bell is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and 36 years of industry experience. She has worked with Raymond James Financial and its affiliate firms since 2008 and was previously associated with Valley Financial Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports specialized municipal and public finance work through its affiliation with a municipal advisor.

Darcy Jones is a CFP® with 24 years of industry experience, currently serving at Charles Schwab since 2020. Prior to this, Darcy worked at USAA Investment Management Company and USAA Financial Advisors, Inc. between 2009 and 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and alternative investment options.

Laura Stack is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and 21 years of industry experience. Her career includes roles at Edward Jones, MassMutual Arizona, and Prudential Equity Group. She has been with various branches of Raymond James since 2017. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools to support client goals and maintains unique affiliations to enhance its municipal and public-finance services.

Tyler Mackanos is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and Landstar Transportation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios utilizing mutual funds, ETFs, and ETPs.

Michael Partridge is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at USAA Financial Planning Services and USAA Financial Advisors Inc. since 2017, he has been with Raymond James & Associates. 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 investors, pension and profit-sharing plans, and charitable organizations, offering financial planning and investment consulting through various specialized programs.

Steven Beasley is a CFP® professional with 40 years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2023, following a decade at UBS Financial Services Inc. 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 and profit-sharing plans, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

Timothy Gross is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked at Raymond James since 2020 and previously spent over two decades at Merrill and 11 years at Bank of America. Outside of his advisory role, he owns Trillium Real Estate Holdings, a real estate investment business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a variety of portfolio management strategies supported by in-house research and affiliated sub-advisers.

Daniel Ramsey is a CFP®-certified financial advisor with 16 years of industry experience, currently affiliated with LPL Financial since 2021. He previously worked with Waddell & Reed, Inc., various insurance carriers, and served as a volunteer tax preparer with Step Up Suncoast VITA. Ramsey has been involved with Lakewood Ranch Referral Partners as a for-profit board member and participated in the Sarasota Toastmasters Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a network of representatives to individuals, retirement plans, banks, and institutions. The firm provides a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with advanced research and operational tools.

Roy James is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he co-hosts a sports debate podcast and is involved in several business ventures including real estate development and wellness services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and related financial services.

Brandon Baird is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with Raymond James Bank and Raymond James & Associates since 2018, following two years at Wells Fargo Clearing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through various programs and affiliated research resources.

Shelley Ann Ragoonanan is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise, JPMorgan Chase Bank, JPMorgan Securities, and AXA Advisors. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Jonathan Richie is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors, Inc. since 2018. Prior to his current role, he was involved with the International Language Academy and owned J Richie Media, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor strategies to client goals and supports its extensive advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Joshua Brooks is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes prior roles at Merrill, Bank of America, Wells Fargo Clearing, and PNC Wealth Management. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Casey Bradford is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to joining Raymond James, Bradford worked at UBS Financial Services and LPL Financial. Outside of financial advising, Bradford serves as a Girl Scout troop leader for the Girl Scouts of West 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Ulrich is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor financial plans aligned with client goals and risk tolerances.

Stephanie Fuetterer is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and previously worked at Advanta IRA Services, LLC for five years. Her background also includes roles in the hospitality industry and at the University of South Florida. 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, institutional clients, and municipalities, offering financial planning, investment consulting, and municipal advisory services through various specialized programs.