Jeanette Jacobson is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research with model-based asset allocations to tailor financial plans. The firm also offers institutional trading capabilities alongside wealth management services.

Tyller Bauer is a financial advisor with Raymond James & Associates holding a Series 66 designation. He joined the firm in 2025 and has background experience at the University of 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 wide range of portfolio management styles and affiliated research.

Nicolae Iovu is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and has prior experience at LPL Financial as well as running his own businesses, including Nicolae Enterprises LLC and Nicolae Iovu Limousine/Transportation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional services, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Robert Hill is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2018. Prior to that, he held roles at Franklin Templeton Financial Services Corp. and affiliated entities. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branches.

Nikolas Alfonso is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Raymond James & Associates in St. Petersburg, FL. He previously worked at Marro LLC from 2017 to 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 broad client base across individual, institutional, and municipal sectors, offering financial planning, investment consulting, and specialized municipal advisory services.

Sharone Pierre is a financial advisor with Raymond James Financial in St. Petersburg, FL. He holds Series 63, 65, and 66 designations and has 29 years of industry experience. Pierre has been with Raymond James Financial Services since 2002 and with Raymond James Financial since 2010. 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, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and encourages implementation through its advisory programs or other providers.

Nathan Larson is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds a Series 66 credential and has previously worked with Independent Financial Partners and LPL Financial. Outside of his advisory role, he consults part-time for Nike, testing shoes before they are released. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on various portfolio management styles and affiliated research.

Gino Colangelo is a financial advisor with Robert W. Baird & Co. in St. Petersburg Beach, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Robert W. Baird & Co. since 2002. Colangelo serves as a board member for St. Francis Seraph Ministries, where he oversees assets. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of traditional and non-traditional investment strategies.

Cheryl Forbes is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 registrations and bringing 13 years of industry experience. She has worked with various Raymond James entities since 2013 and has prior experience with the Home Shopping Network. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by extensive research and a range of portfolio management strategies.

Brian Fox is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. He has been affiliated with Raymond James since 2009 and has operated Brian Fox Financial Services, Inc., a support company for his Raymond James business, since 2011. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, employing analytical tools and risk profiling to support client goals.

Brian Carr is a CFP® with 22 years of experience in the financial services industry, currently serving at Raymond James Financial. He previously worked at Waller & Wax Advisors from 2019 to 2022. Based in St. Petersburg, FL, Carr has held roles focusing on client financial health and investment guidance. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with specialized programs including municipal finance and SIMPLE IRA employer advisory services.

Matthew Sanchez is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, with nine years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2018 and previously held roles at Merrill Lynch and Citigroup. 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 with a range of portfolio management styles and affiliated research.

Philip Dodson is a financial advisor with Merrill in Saint Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Merrill since 1988 and has also been affiliated with Bank of America since 2009. Outside of his advisory role, he is a co-owner of a family rental property business. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Juliana Ramirez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at Charles Schwab, T. Rowe Price, and Bank of America/Merrill Lynch. Outside of her advisory work, she is an owner and partner in an e-commerce business focused on online clothing sales. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Petersen is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 25 years of industry experience. He has worked with Raymond James & Associates since 2001. 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, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Steven Ware is a Series 66-licensed financial advisor with Morgan Stanley in St. Petersburg, FL, bringing six years of industry experience. He has worked with Morgan Stanley Private Bank since 2020 and Morgan Stanley since 2019. Prior to joining Morgan Stanley, he was employed at HiConversion and the University of Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning services.

Robin Robey is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Fisher Investments since 2007. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening and qualitative research to construct globally diversified portfolios, and it manages risk through various tactics including derivatives and targeted tax-loss harvesting.

Kenneth Saunders Jr. is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities America Advisors, National Planning Corporation, and his own firm, Saunders Investment & Tax Advisory Group, Inc., since 1985. Outside of advising, he serves on the board of a residential homeowners association. OSAIC Wealth provides a broad range of brokerage and advisory services to retail and institutional clients, including individual investors, retirement plans, charities, and corporations. The firm’s investment process centers on model-based asset allocation and portfolio optimization, offering multiple program options through a complex network of affiliated entities.

Scott Swift is a financial advisor with Merrill in St. Petersburg, FL, holding Series 63 and Series 65 licenses and having 45 years of industry experience. He has been with Merrill since 1980 and Bank of America since 2012. Swift provides investment direction and oversight for his daughter's merchandising business and serves as a power of attorney for his son's investment accounts. Merrill, together with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Brittany Miller is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation with eight years of industry experience. She has worked with Raymond James Financial Services, Inc. since 2018 and previously with Invest Financial Corporation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by a range of portfolio management styles, affiliated research, and municipal advisory services.