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Ryan B

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Ryan Barker is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He worked at T. Rowe Price Investment Services, Inc. for 21 years before joining Raymond James & Associates in 2019. 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, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jesse B

Series 66

St. Petersburg, FL

Raymond James & Associates

Jesse Bernhardt is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James & Associates and its affiliated entities continuously since 2014. 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 clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Nicholas S

Series 66

St. Petersburg, FL

Raymond James & Associates

Nicholas Slater is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. He has been with various Raymond James entities since 2005. 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 individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning and advisory services with a non-discretionary approach that incorporates multiple investment strategies and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Arno U

Series 66

St. Petersburg, FL

Raymond James & Associates

Arno Utegg Jr. is a financial advisor with Raymond James & Associates holding a Series 66 designation. He has recently entered the industry and joined Raymond James in 2026. His prior work experience includes roles at University of San Diego, Paylocity, Paycom, Tebra, Flamingo Deck, Artemis Consulting, and LPL Financial. 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 wide range of clients including individuals, institutional and pension plans, and offers financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Joel M

Series 63, Series 65

Saint Petersburg, FL

Merrill

Joel Manings is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients since 1991. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and is a Senior Portfolio Manager in the Merrill Investment Advisory Program. In this role, he manages personalized and defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. His primary responsibilities include portfolio management and assisting clients in planning, structuring, and managing their financial affairs. Joel’s expertise encompasses college education planning, family wealth management, legacy planning, retirement income, philanthropic planning, and tax minimization. He works with a diverse clientele, including individuals, families, business owners, corporate executives, and retirees. Joel earned a Bachelor’s degree in Business Management and Finance from the University of Tampa and a Master of Business Administration from the University of Florida. He holds additional professional designations as a Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). In addition to his professional work, Joel is actively involved in the community. He serves on the board of the PARC Center for Disabilities in St. Petersburg, Florida, and has participated in various Treasure Island City Government committees. He also contributes to several local charities. Joel resides in Treasure Island with his wife, Vanessa, and their three sons. His personal interests include travel, photography, boating, tennis, reading, and supporting the Tampa Bay Rays baseball team.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Parents Established Professionals
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Victor J

Series 66

Saint Petersburg, FL

Raymond James Financial

Victor Jones is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Hantz Financial Services. Outside of finance, he owns and operates 586ComeUp, a business focused on buying and selling clothing, sneakers, collectibles, and electronics, offering sneaker cleaning and restoration services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, nonprofits, and institutions. The firm uses tailored planning and analytical tools to support client goals and offers both advisory programs and consulting services across a broad advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Stephen S

Series 66, Series 63

St. Petersburg, FL

Morgan Stanley

Stephen Sannuto is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding Series 66 and Series 63 credentials with two years of industry experience. Prior to joining Morgan Stanley, he was self-employed and held various roles in different industries. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing a structured planning process supported by firm-approved tools.

General estate planning guidance
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Sladjana P

Series 65, Series 63

St. Petersburg, FL

Raymond James & Associates

Sladjana Pokrajac is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles and firm research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kevin M

Series 66

St. Petersburg, FL

Morgan Stanley

Kevin Mc Knight is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding a Series 66 credential with six years of industry experience. He previously worked at Franklin Templeton Investments from 2016 to 2019 before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

General estate planning guidance
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Andrew M

Series 66

Largo, FL

J.P. Morgan Securities

Andrew Murphy is a financial advisor with J.P. Morgan Securities in Largo, FL, holding a Series 66 credential and four years of industry experience. His prior work includes roles at Bank of America, Merrill, Raymond James, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Samuel A

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Samuel Aspinwall is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he is a partner and owner of 7 Golf Tango LLC. 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 tailored financial planning and investment consulting through various specialized programs and a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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David L

Series 66

St. Petersburg, FL

Raymond James & Associates

David Long is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 21 years of industry experience, having worked at various divisions of Raymond James since 2016. Outside of his advisory role, he is the owner of a small photography business. 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 municipalities, offering tailored financial planning and consulting with a range of portfolio management and research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Darius S

Series 66

St. Petersburg, FL

Raymond James & Associates

Darius Sabbides is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates since 2017. Prior to his advisory role, he was associated with Fis and spent a year at Dr. BBQ. 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 clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Alexander D

Series 66

St. Petersburg, FL

Raymond James & Associates

Alexander Drexel is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James & Associates since 2015. 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 clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Cheryl B

Series 63, Series 65

St. Petersburg, FL

LPL Financial

Cheryl Baker is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 25 years of industry experience. She has been with Linsco / Private Ledger Corp., now part of LPL Financial, since 2002. Cheryl is also a licensed notary in St. Petersburg, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research through a broad network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Michael C

Series 63, Series 66

St.Petersburg, FL

LPL Financial

Michael Collins is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Raymond James Financial and Raymond James Financial Services. Collins is also associated with Bluewater Financial and Agape Financial Inc. as investment-related business entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced portfolio management techniques.

College savings (529s, UTMA, etc.)
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Christine T

Series 66

St. Petersburg, FL

Raymond James & Associates

Christine Tharp is a financial advisor at Raymond James & Associates with 36 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2013. The firm serves a broad client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions. Raymond James & Associates oversees roughly $501 billion in assets and provides a range of portfolio management styles supported by affiliated research and model manager options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Gregory W

Series 66

St. Petersburg, FL

Raymond James & Associates

Gregory Wozniak is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and Anchor Wealth Management LLC. He is based in St. Petersburg, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting, utilizing a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jolanta S

Series 63, Series 65

St Petersburg, FL

Raymond James Financial

Jolanta Serrano is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 17 years of industry experience. She has been with Raymond James since 2015. Outside of her advisory role, she is a business owner involved in managing investment properties with her husband. 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, institutional investors, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and integrates municipal advisory capabilities uncommon among large institutional advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Patrick K

Series 66

Saint Petersburg, FL

Morgan Stanley

Patrick King is a financial advisor at Morgan Stanley in Saint Petersburg, FL, holding a Series 66 designation with 18 years of industry experience. His prior roles include positions at Fisher Investments, Bay Miles Group LLC, and Raymond James & Associates. Outside of his advisory work, he is a partner at Bay Miles Group LLC, a publishing and technology business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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