Andrew Gillis is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and previously worked for Raymond James & Associates for 13 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and other institutions. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research.

Kimberly Douglas is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds a Series 66 designation and has worked with multiple firms, including Grove Point Investments and E*TRADE Securities. Douglas is also a proprietor of a rental real estate business. Raymond James & Associates, Inc. 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—and provides tailored financial planning and consulting with a variety of portfolio management strategies and institutional services.

Zoran Knezevic is a CFA® charterholder affiliated with Raymond James & Associates in St. Petersburg, FL, with one year of industry experience. His previous roles include positions at Fisher Investments and Franklin Templeton Investments, as well as various capacities at the University of South Florida. 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, providing financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Jody Lane is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James since 2005 in various capacities. Outside of her advisory work, Lane has been involved with Iris Photographic for over two decades and serves at Mycro School Pinellas. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by advanced analytical tools and is noted for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

Janet Nichols is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Raymond James & Associates since 2008. Nichols serves on the board and multiple committees of the Tampa Bay History Museum. 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, investment consulting, and institutional advisory services through various portfolio management styles and affiliated research.

Ryan Racine is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing, Lincoln Financial Distributors, and Aspire Financial Services. Racine is based in St. Petersburg, 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Matthew Miller is a CFP®-credentialed financial advisor with Ameriprise in St. Petersburg, FL, and has four years of industry experience. He has held various roles including positions at the University of Wisconsin-Whitewater and independent business ownership. Outside of financial advising, he is involved in a cardboard box sales business and is a member/partner at BEM Capital Partners, LLC. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, typically requiring significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Steven Rohde is a financial advisor with Morgan Stanley in Seminole, FL, holding a Series 66 license and 14 years of industry experience. He has been with Morgan Stanley and its affiliated Services Group since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Kellee Leandre is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with Raymond James & Associates in St. Petersburg, FL. Her prior experience includes roles at Securian Financial Services, OMNI Financial Services, and SunTrust Investment Services. Outside of financial advising, she has owned and operated a freelance oil and acrylic painting business for over 17 years. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, pension, and municipal clients. The firm offers tailored financial planning and non-discretionary consulting supported by extensive research, multiple portfolio management styles, and municipal advisory services.

Nicholas Rubino is a financial advisor at Merrill with Series 65 and Series 66 credentials. He has one year of industry experience and previously worked at Florida Financial Advisors and Bank of America. Outside of finance, he has work experience in the hospitality sector, including roles at Dockside Seafood Restaurant and Valley Smoke. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Daniel Hall is a financial advisor with Merrill in Belleair Bluffs, FL, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Bank of America and Northwestern Mutual. Outside of finance, he manages Gulf Coast Gardening LLC, a wholesale nursery specializing in local and native plants in Florida. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lauren Poindexter is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at several firms, including Raymond James, Bank of America, Merrill, Charles Schwab, and Fidelity. Outside of her advisory role, she owns an Etsy shop called The Planted Laurel Shop, which sells pre-owned goods. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business owners and other niche areas, and integrates advisory services with various financial products and referral channels.

Adam Skonicki is a financial advisor at Ameriprise in Saint Petersburg, FL, holding a Series 66 designation with 11 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Sara Nicholson is a financial advisor at Morgan Stanley with 22 years of industry experience and a Series 66 designation. She has been with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, N.A. Nicholson serves as a board member for Prince William Academy, contributing to the school's growth and educational initiatives. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured planning processes supported by proprietary tools and methodologies.

Jo Moore is a financial advisor at Thrivent Investment Management with 17 years of industry experience. She has held positions at Edward Jones from 2012 to 2018 before joining Thrivent in 2018. Moore holds the Series 63, Series 65, and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Kevin Koss is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 65 designation and has worked at Aviance Capital Management, LLC prior to joining Raymond James in 2019. The firm oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutional clients, and municipal entities. Raymond James & Associates offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and affiliated research.

Richard Foster is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Citigroup and ownership of E2E Blockchains LLC, where he provided advisory services and speaking engagements. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles, supported by extensive research and a nationwide advisor network.

Philip Collier Jr. is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 16 years of industry experience. He previously worked at T. Rowe Price from 2017 to 2019 and has been with Raymond James since 2010. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research.

Anders Bergmann is a financial advisor at Raymond James & Associates with nine years of industry experience and holds the Series 66 designation. He has worked at Raymond James Financial Services since 2018 and previously at INVEST Financial Corp. from 2015 to 2018. Bergmann is also involved with the Cathedral Church of St. Peter and Epiphany of Our Lord Roman Catholic Church. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Theresa Bursey is a Series 66-licensed financial advisor with Raymond James & Associates, bringing 20 years of industry experience. She previously worked at UBS Financial Services Inc. for 10 years before joining Raymond James in 2022. 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 consulting with a range of portfolio management styles and access to affiliated research and model managers.