Halle Besler is a financial advisor with Raymond James & Associates holding a Series 66 designation and no prior industry experience. Her background includes roles at the University of Florida and Notre Dame High School. 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Josue Falcon is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. Based in Tampa, FL, he holds the Series 63 and Series 66 licenses. Outside of his advisory role, Josue is involved in managing rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Katie Reuter is a financial advisor with Edward Jones in St. Petersburg, FL, holding a Series 66 license and two years of industry experience. She has operated a coaching business, One Step Media DBA Kate Reuter Coaching, since 2018, providing virtual life and mindset coaching based on a Human Design assessment approach. Prior to joining Edward Jones, she held roles in hospitality and the music industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is notable for its large nationwide advisor network and affiliated capabilities, including trust services and proprietary mutual funds.

Thomas Thornton is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James since 1990. Thornton serves on the advisory board of Citywire, contributing to the organization of content for conferences and research discussions. 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, including high-net-worth clients, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning and advisory services that emphasize non-discretionary investment consulting supported by firm research and a range of portfolio management strategies.

Andrew Vasquez is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 13 years of industry experience. He previously worked at First Command Advisory Services and affiliated firms from 2013 to 2022. Outside of advising, Vasquez is a member of the U.S. Air Force Reserves and owns a coaching business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including customized investment strategies and access to third-party asset managers, supported by advanced research and operational tools.

Matthew Presy is a CFP® professional with 13 years of experience, currently with Raymond James & Associates since 2010. He holds the Series 66 designation and is based in St. Petersburg, FL. 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, consulting, and institutional fiduciary services through multiple portfolio management styles and affiliated research.

Raymond Pratt III is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 65 designation and 22 years of industry experience. He worked at Edward Jones for four years before joining Raymond James & Associates in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services through a range of portfolio management styles and affiliated research.

Thomas Piazza is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 19 years of industry experience. His career includes roles at JPMorgan Securities, Merrill, Wells Fargo Clearing, and UBS Financial Services. 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, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

John Hunsberger is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Sterling Lirot is a financial advisor with Fidelity, holding a Series 66 designation and eight years of industry experience. He has worked at Fidelity Brokerage Services since 2017 and at Fidelity Investments since 2025. Outside of his advisory role, he operates an online store called Beautiful Sunshine & Company LLC as a sole proprietor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Benjamin Bayly is a financial advisor with Raymond James & Associates, holding the ChFC® and Series 66 designations and bringing 22 years of industry experience. Prior to joining Raymond James in 2023, he worked at Wells Fargo Clearing for seven years. He serves as Treasurer for the St Raphael Catholic School Home and School Association, where he organizes and prepares financial statements. 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, institutional clients, pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, municipal advisory services, and an extensive range of portfolio management options supported by affiliated research and model managers.

Robert Burns is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation with 27 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large institution with a nationwide adviser force managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Rachel Kelly is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously worked at CDW from 2011 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Brianna Tabilas is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation and has worked previously at Merrill, Bank of America, and the University of Guam. 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, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

David Vargas is a financial advisor at Raymond James & Associates with 18 years of industry experience. He has been with Raymond James & Associates since 2013. Vargas holds a Series 63 designation and serves on the board committee of the Carrollwood Reserve Homeowners Association. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Chad Zintel is a financial advisor at Raymond James & Associates with Series 63 and 65 licenses. He has been with Raymond James & Associates since 2017 and has prior experience at PricewaterhouseCoopers. Raymond James & Associates is a large dual-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, investment consulting, and institutional fiduciary services.

Peter Pastman is a CFP®-certified financial advisor with 16 years of industry experience. He currently serves at LPL Financial and is the owner of Keystone Financial Planning, LLC. His prior experience includes roles at Commonwealth Financial Network, Raymond James Financial Services Advisors, and Goodrich Wealth Planning. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by extensive operational and research tools.

Brian Garcia is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, with prior roles at Wells Fargo Clearing, Banc of America Investment Services, Inc., and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, focusing on advisory services without individual security recommendations as part of standalone planning.

Terrence Duncan is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and worked previously at Every Dollar Counts Lawn and Tree Service for six years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility frameworks.

Kevin Kozak is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds a Series 66 designation and has 13 years of industry experience, all with Raymond James & Associates since 2012. 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, investment consulting, and institutional fiduciary services through a range of portfolio management approaches.