Rebecca Zwerin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and over 20 years of industry experience. She has been with Raymond James & Associates since 2005. Outside of her advisory role, she is involved in rental real estate. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and various organizations. The firm offers financial planning and consulting services with a primarily non-discretionary approach, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

Vincent Lally is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2014. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Angela Nye is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding 27 years of industry experience. She has been with Raymond James & Associates since 1993. Outside of her advisory role, she is an owner and proprietor of a rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning and investment consulting services.

Aaron Middleton is a CFP® professional with six years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Edward Jones. Before his financial services career, Middleton served 20 years in the United States Marine Corps. He volunteers with the nonprofit Scarletts Sunshine, distributing flowers several times a month. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers, financial planning, and a Model Wealth Portfolios wrap program.

Scott Robinson is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following a five-year tenure at Franklin Templeton Distributors, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs with a focus on tailored financial planning supported by structured discovery conversations and analytical tools, managing approximately $2.74 trillion in client assets.

James Sorensen is a financial advisor at Edward Jones in St. Petersburg, FL, holding a Series 66 designation with one year of industry experience. Prior to his role at Edward Jones, he has been involved in various positions within the arts and media sectors, including work with multiple theatre companies, music production, and media agencies. Outside of advisory work, Sorensen has engaged in entrepreneurial activities related to talent and event production. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Jake Hayes is a financial advisor at LPL Financial with CFP® and CFA® designations and seven years of industry experience. He has previously worked at Fisher Investments, Bank of America, and Merrill. Hayes owns a business entity, JHJK Holdings LLC, established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio programs, utilizing both proprietary and third-party strategies.

Maria Tottle is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. Her prior roles include positions at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, and T. Rowe Price Investments. 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, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional advisory services.

Mark Arkelian is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James & Associates since 2014. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Douglas Drabik is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and 66 registrations and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles supported by affiliated research and sub-advisers.

Maxwell Winger is a financial advisor with Raymond James & Associates holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2023, he was involved in several hospitality-related ventures, including Winger Restaurant Group LLC and For the Table Hospitality. 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 charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Jeffrey Cole is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding Series 63 and Series 66 designations and 14 years of experience. He has been with various Raymond James entities since 2007. Cole serves as a committee member for the finance committee at First United Methodist Church in St. Petersburg, reviewing budgets and expenses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized municipal and retirement plan services.

Allison Butler is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Kimberly Vaughan is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. She holds the Series 66 designation and has five years of industry experience. Vaughan has been affiliated with various divisions of Raymond James since 2008. 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 investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Steven Barlow is a financial advisor at Edward Jones with 25 years of experience in the industry. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones in 2018, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Todd Gartrell is a CFP® professional with 35 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has held various roles since 2009, including positions at Optavia and Take Shape For Life. Outside of his advisory work, he serves as a trustee for family trusts managing real estate and investment assets. 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 investors. The firm employs a non-discretionary approach tailored to client goals, integrating analytical tools and risk profiling while supporting advisory program implementation.

Jason Wallace is a Series 66-registered financial advisor at Osaic Wealth, Inc. based in St. Petersburg, FL, with experience beginning in 2025. Prior to joining Osaic, he worked with the Tampa Bay Rays from 2022 to 2025 and the Memphis Grizzlies from 2012 to 2022. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers.

Kelly Klein is a CFP® with eight years of experience in the financial services industry. She is currently with Raymond James & Associates, where she has worked since 2023. Her prior experience includes roles at Fidelity Brokerage Services, LLC, Sound Income Strategies LLC, and McAdams Group 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 wide range of clients, including individuals, institutions, and municipal entities, and offers a variety of financial planning and investment consulting services that emphasize non-discretionary, tailored advice supported by firm research and multiple portfolio management styles.

Jeffrey Hearn is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Raymond James & Associates since 1991. He serves as a subcommittee member on the Investment and Missions Committees for First United Methodist Church 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 wide range of clients, including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Brian Fornuto is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, Mr. Fornuto owns and operates an electric bike tour company, Tour St. Pete. 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, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.