Matthew Coffey is a CFP® with 13 years of experience at Raymond James Financial Services Advisors, Inc., based in Tampa, FL. He holds Series 66 registration and has worked with Raymond James since 2013. Outside of his advisory role, Coffey is a partner in MedicareSIP, where he participates in strategic development and investment. 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 investors. The firm offers tailored, non-discretionary planning and consulting, supported by advanced analytical tools and a range of advisory programs.

Albert Lewis Jr. is a financial advisor with Ameriprise in Seminole, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients approaching or in retirement, providing written Recommendation Reports and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.

Alaina Butler is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and has worked with various Raymond James entities since 2019. Outside of finance, she was involved with True Grit Fit in 2019. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Frank Sierra Jr. is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 27 years of industry experience. He has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions. The firm offers tailored financial planning services supported by structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Marvin Andringa is a financial advisor at OSAIC with 54 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at Royal Securities Company for 35 years and Signator Investment Inc. for one year. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of portfolio construction tools and supports multiple advisory platforms, including third-party money managers and managed-account solutions.

Christopher La Rue is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at USAA Financial Advisors and EXP Realty. Outside of his advisory work, he is also active as a residential real estate sales agent. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities, offering comprehensive financial planning and investment consulting with various portfolio management styles and municipal advisory services.

Richard Glazier III is a financial advisor at Wells Fargo Clearing in Tampa, FL, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brandon Halversen is a financial advisor with LPL Financial in Saint Petersburg, FL. He holds Series 63 and Series 65 credentials and has nine years of industry experience, including prior roles at Northwestern Mutual and service in the United States Marine Corps. Outside of his advisory work, he manages a separate financial services entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a nationwide network of advisers. The firm offers diverse advisory programs, retirement consulting, and brokerage services, with access to proprietary and third-party research, model portfolios, and various management options.

Hunter Owens is a Series 66-licensed financial advisor with Morgan Stanley in Tampa, FL, with two years of industry experience. His background includes multiple roles at Morgan Stanley and engagement with the University of Florida. Outside of his advisory work, Owens has been involved in a social media venture, generating passive income from a viral TikTok video. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured discovery processes and proprietary planning tools.

Reagan Fricke is a financial advisor at Raymond James & Associates with a Series 66 designation and two years of industry experience. He has been with Raymond James in various capacities since 2016. 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 investment consulting with a range of portfolio management styles and affiliated research.

Bao Tran Do is a Series 66 licensed financial advisor at UBS Financial Services with three years of industry experience. Prior to joining UBS in 2022, he held positions at several firms including Humana and XS Supply. He previously owned Do Provisions LLC, a medical supplies sales business that is no longer active. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm integrates proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Lang Adams is a financial advisor with OSAIC based in St. Petersburg, FL. He holds the Series 66 designation and has 19 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across multiple investment types.

Brian Malison is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as president of The University Club of St. Petersburg and advises the University of Tampa Alumni Association. Morgan Stanley Wealth Management provides investment advisory and broker-dealer services to individuals and institutions, offering tailored financial planning and estate strategies supported by structured processes and firm-approved tools.

Kathleen Knapp is a financial advisor with LPL Financial in Seminole, FL, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. She has been with LPL Financial since 2025 and previously worked at NEXT Financial Group for 11 years. She is also president of Fundamental Financial Services, Inc., a related business activity. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Taccara Edwards is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and bringing 17 years of industry experience. Her prior career includes positions at Bank of America, Merrill, Morgan Stanley, and Community First Credit Union of Florida. Outside of her advisory role, she owns Power Washing Rangers LLC, a cleaning and janitorial business. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Elizabeth Adam is a financial advisor at UBS Financial Services with 29 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she provides part-time administrative assistance to a family law attorney. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Brittany Prokash is a financial advisor with Robert Baird & Co. based in St. Petersburg, FL. She holds the Series 66 designation and has six years of industry experience. Her prior roles include positions at Merrill and Agenda Consulting. Brittany is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm combines manager-traded and model-traded SMA strategies with tax-management and direct-indexing capabilities, supported by home-office investment professionals and internal research tools.

Gene Steinberg is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Morgan Stanley and T. Rowe Price. Steinberg is based in Saint Petersburg, Florida. 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, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Dustin Henderson is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James in 2018, he spent 11 years at Eagle Asset Management, Inc. He serves on the finance council advisory board of Holy Family Catholic Church. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth individuals, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary consulting and supports institutional portfolio management through a large advisor network.

Nicholas Oppenheimer is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has previous experience at firms including Morgan Stanley, UBS Inc, and J.W. Cole Advisors. He is also affiliated with the Racquet Club of St. Petersburg. 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 and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.