Sean Lonergan is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2015. Based in St. Petersburg, FL, his career has been focused within the firm. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations supported by firm research and planning tools, with a notable presence in public finance and municipal work.

John Swinson is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and models but generally does not include individual security recommendations in standalone plans.

Halle Besler is a financial advisor at Raymond James & Associates with a Series 66 designation and no prior industry experience. Her work history includes roles at the University of Florida and various educational institutions before joining Raymond James. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm offers wealth advisory planning, investment consulting, and institutional services to a broad client base including individuals, pension plans, corporations, and government entities, delivering advice through a non-discretionary approach supported by extensive affiliate networks.

David Scigliuto is a CFP® with 39 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2016. He operates an independent support company, David A Scigliuto Wealth Management, where he holds multiple officer roles. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

Thomas Thornton is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Raymond James & Associates since 1990. Thornton serves on the advisory board of Citywire, contributing to content organization for conferences and roundtable discussions. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Matthew Presy is a CFP®-designated financial advisor with Raymond James & Associates, based in St. Petersburg, FL. He has 12 years of industry experience and has been with Raymond James & Associates since 2010. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting through non-discretionary services, supported by a broad affiliate network and specialized capabilities in municipal and public finance.

Michael Costello is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has prior experience at Achieva Credit Union and the Pinellas County Sheriff’s Office. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable accounts, and institutional investors. The firm provides a range of portfolio management and financial planning services through a large network of independent advisors and offers multiple program options including model portfolios, third-party managers, and bespoke strategies.

Raymond Pratt III is a financial advisor at Raymond James & Associates with 22 years of industry experience. He has been with Raymond James since 2018 and previously worked at Edward Jones from 2014 to 2018. He holds a Series 65 designation and is based in St. Petersburg, Florida. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships, and maintains specialized capabilities in public finance and municipal services.

Thomas Piazza is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes roles at J.P. Morgan Securities, Merrill, and Wells Fargo Advisors. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including high-net-worth investors, pension plans, charitable organizations, and public entities. The firm offers specialized services such as its SIMPLE IRA Employer Advisory & Consulting Services program for small businesses and maintains a notable linkage to municipal and public finance activity.

Henry Maes is a Financial Consultant currently working at Fidelity Investments. In his role, he provides guidance to clients and their families, helping them work toward their financial goals with clear strategies focused on retirement, investments, and everyday planning. Henry's professional experience includes positions as a Financial Consultant and Investment Consultant at Fidelity Investments since 2023. Prior to that, he served as an Associate Wealth Advisor and Relationship Manager at Charles Schwab from 2015 to 2023. Outside of his professional work, Henry has interests in baseball, football, golf, movies, social events with friends, and pets.

Mija Bartholome is a financial advisor at Ameriprise in Tampa, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2023, she worked at Northwestern Mutual Investment Services LLC and Kevin O Connell. Outside of financial advising, she is involved with Lala Links Jewelry, assisting with operations and customer service at pop-up events in the Tampa Bay area. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes producing written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies, supported by internal research and third-party data.

Robert Burns is a financial advisor with Raymond James & Associates in Oldsmar, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal work.

Zachary Mayes is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2025 and previously worked at Signature Financial Solutions. Prior to his financial services career, he spent time in education and other roles. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Brianna Tabilas is a financial advisor at Raymond James & Associates with four years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America, N.A. before joining Raymond James in 2023. Brianna also has an academic background with four years at the University of Guam. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with more than 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting to a wide range of clients, including individuals, institutional investors, and government entities, with a notable focus on municipal and public finance.

David Vargas is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as a committee member for the Carrollwood Reserve Homeowners Association. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services.

Chad Zintel is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations. He previously worked at PricewaterhouseCoopers from 2015 to 2017 before joining Raymond James, where he has been since 2017. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm provides wealth advisory and investment consulting services to a diverse client base, including individuals, pension plans, corporations, and government entities, offering non-discretionary planning and recommendations supported by an extensive affiliate network.

Sheryl Stoneking is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing Services since 2016. Outside of her advisory role, she also works as a cashier at a Taco Bell in Herriman, UT. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kevin Kozak is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a notable presence in public finance and municipal work.

Matthew Ransom is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base including individuals, institutional clients, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Benjamin Crayton is a CFA® charterholder with 13 years of industry experience. He has been with Raymond James & Associates since 2012, based in St. Petersburg, FL. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.