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Jilian K

Series 66

St. Petersburg, FL

Raymond James & Associates

Jilian Kolesa is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2014. Outside of her advisory role, she creates and sells vacation itineraries through a business called outoftheofficetoday. 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 variety of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Eugene C

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Eugene Charles is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes roles at AGW Capital Advisors, Lion Street Advisors, Cassidy & Company, and USAA Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide network of advisors and a broad range of portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jarott J

ChFC®, Series 66

Clearwater Beach, FL

LPL Financial

Jarott Jaskolka is a financial advisor with LPL Financial, holding the ChFC® designation and Series 66 license, and bringing 25 years of industry experience. He previously worked at Ameriprise for 26 years before joining LPL Financial in 2026. Outside of his advisory role, he owns Jarott Christian, LLC, a business used for managing his business-related expenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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William S

Series 66

Clearwater, FL

OSAIC

William Spriggs is a financial advisor at OSAIC with 39 years of industry experience and holds the Series 66 designation. His career includes roles at Securities America Advisors, National Planning Corporation, and Sterling Financial Services. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jeremy D

Series 66

St. Petersburg, FL

Raymond James & Associates

Jeremy Devin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Morgan Stanley and Wise (TransferWise), as well as over a decade as a self-employed professional. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and various organizations, offering financial planning and consulting services primarily on a non-discretionary basis with diverse portfolio management options and a notable municipal advisory practice.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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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 12 years of industry experience. He has been affiliated with various entities within the Raymond James network 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 a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through multiple portfolio management styles 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 with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Raymond James, he worked at Hantz Financial Services and has a background in retail and education. Outside of his advisory role, Victor owns 586ComeUp, a business focused on buying and selling clothing, sneakers, collectibles, and electronics online, and also provides sneaker cleaning and restoration services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented approach supported by analytical tools and also provides specialized municipal advisory and SIMPLE IRA consulting services.

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 63, Series 66

St. Petersburg, FL

Morgan Stanley

Stephen Sannuto is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 66 licenses. He has two years of industry experience and has worked at Morgan Stanley since 2023. Prior to this, he held various roles across multiple companies and self-employment ventures. Morgan Stanley Wealth Management is an investment adviser and broker-dealer serving individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

General estate planning guidance
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Sladjana P

Series 63, Series 65

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, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by in-house research and model managers.

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 at J.P. Morgan Securities with Series 66 credentials and four years of industry experience. His prior work history includes roles at Bank of America, Merrill, Raymond James, and multiple positions within 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 investment 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 with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2017, he worked at FIS and briefly at Dr. BBQ outside the financial sector. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers tailored financial planning and consulting services, utilizing a range of portfolio management styles supported by affiliated research and specialized advisory programs.

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 in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Linsco / Private Ledger Corp. since 2002. Outside of her advisory role, she is a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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