Roberto Annoni Fuertes is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Carillon Fund Distributors, PennyMac Financial Services, and UBS. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, pension plans, and municipalities—and offers a range of financial planning and consulting services supported by extensive research and portfolio management options.

Jodi Johnston is a financial advisor with Raymond James Financial in Tampa, FL, holding a Series 66 credential and bringing 20 years of industry experience. She has worked with Raymond James and its affiliated entities since 2005 and is the owner of Levine Legacy Group, LLC, d/b/a Phoenix Financial Partners, operating as an independent contractor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides non-discretionary planning and consulting tailored to client goals using analytical tools and supports specialized municipal and public finance work through its affiliation with a municipal advisor.

Eric Mc Lendon is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its predecessor firms since 1995. Outside of his advisory role, he serves as president on a local board of directors and is involved in retail business ownership. Ameriprise is a large institutional firm offering a retirement-income planning service targeting individuals with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that combines research, modeling, and tax-efficient strategies to generate personalized recommendations.

Andrew Coughlin is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2010. 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, pension plans, and municipal entities, offering a range of financial planning and consulting services with primarily non-discretionary advice.

Patricia Balezentis is a financial advisor at Raymond James & Associates with 30 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at TIAA-CREF, Salomon Smith Barney Inc., and Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing 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.

Jerome Hamlin is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Fidelity Investments and Insight Global. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning that includes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Xianwei Cheng is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds a Series 66 designation and has five years of industry experience, having been with Raymond James & Associates since 2016. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

John Chan is currently the Vice President, Financial Consultant at Fidelity Investments. In this role, he partners with clients to understand their financial situations, provide impactful analysis, and co-create financial plans aligned with their goals. He has been with Fidelity Investments since 2003, holding various positions including Financial Consultant, Investment Consultant, Relationship Manager, and more. John brings over a decade of experience helping affluent clients and their families across the country. His focus is on building relationships and designing financial strategies tailored to clients' unique life stages. Outside of his professional work, John enjoys biking, camping, family activities, running, swimming, and exploring culinary interests.

Chrisonda Mcdonald is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. from 2009 to the present. 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 entities, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jason Hunt is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2018 and previously spent nine years with INVEST Financial Corporation. Hunt is also involved in non-variable insurance activities through the Life Brokerage Financial Group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Jonathan Wilkins is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with LPL Financial and has previously worked at firms including Charles Schwab, Payant Wealth Management Group, and Sagepoint Financial. Wilkins is also a commissioned notary in Parrish, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Jad Khoury is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and accumulating 32 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of advisory work, he is a partner and owner in a single-family rental real estate business and serves as an authorized representative of a real estate investment company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers a range of financial planning and consulting services, with advisors providing tailored, generally non-discretionary advice supported by firm research and multiple portfolio management styles.

Wendy Cundari is a financial advisor with LPL Financial in Belleair, FL, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. Her prior experience includes long tenures at Cuna Brokerage Services, Inc. and Cuna Mutual Group. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Jake Szymanski is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has previous work experience at Melting Pot of Buffalo, Route 78 Street Bar, and Panera Bread. 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 wide range of clients including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gizo Abuladze is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch, National Securities Corporation, and various other firms. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Andrew Lubash is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018. Prior to that, he was with Invest Financial Corporation for 13 years and has longstanding roles at Prestige Employee Administrators and Financial Management Associates Ltd., the latter involving employee benefits insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by LPL Research, third-party subadvisors, and various portfolio strategies.

Tanner Helsel is a CFP® professional with four years of experience, currently with Raymond James & Associates. His prior roles include positions at Sanford C. Bernstein & Co., LLC and Associated Bank. He is based in St. Petersburg, FL. Raymond James & Associates, Inc. oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, emphasizing tailored plans supported by proprietary research and model management options.

Jonathan Hoskins is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity in various roles since 2009, bringing over 15 years of financial services experience. His career at Fidelity includes experience as a Financial Consultant, Managed Accounts Investment Consultant, Managed Accounts Portfolio Specialist, and Fixed Income Specialist, among other positions. Prior to joining Fidelity, he worked in the mortgage industry as a Residential Mortgage Account Executive and Senior Mortgage Underwriter. Jonathan partners with clients to develop personalized financial plans aimed at reaching their definitions of financial success. He focuses on understanding clients' goals, needs, and priorities to implement customized wealth strategies. He leverages Fidelity's resources, including advanced technology and a cost-efficient investment platform, in his advisory approach. Jonathan holds a California Insurance License. Outside of his professional career, Jonathan enjoys biking, comedy, fishing, gardening, outdoor adventures, and parenthood.

Thomas Mc Donald Jr. is a financial advisor at Raymond James Financial with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at firms such as Morgan Stanley, NYLife Securities, and MassMutual Life Insurance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and utilizes risk profiling and modeling tools to support client goals, while also offering municipal and public-finance advisory services.

Rikki Fletcher is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. She has been with Raymond James & Associates since 2018 following four years spent in full-time education. 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, charitable organizations, and public entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.