Allen Truong is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and five years of industry experience. His background includes roles at Morgan Stanley and Trinity Invest LLC, as well as entrepreneurial experience in the restaurant industry. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm employs a tailored, non-discretionary approach using analytical tools and supports various advisory programs and institutional consulting services.

Sonia Figueroa is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at UBS Financial Services Inc. for one year. Morgan Stanley Wealth Management is a large institutional firm offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process without providing individual security recommendations within standalone plans.

Donald Mc Elroy Jr. is a CFP®-designated financial advisor with 13 years of industry experience, currently associated with Raymond James Financial Services Advisors, Inc. He has worked within various Raymond James entities since 2012 and is also involved with Frey Masterson Investment Advisors in Saint Petersburg, FL. 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 emphasizes tailored, non-discretionary planning and consulting supported by risk profiling and analytical modeling, and it offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Erin Brazzoni is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 63 and Series 66 licenses. Her career includes prior roles at Northwestern Mutual Investment Services LLC and a previous tenure at Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and research from its Global Investment Committee.

Andy Lopez is a financial advisor with Wells Fargo Clearing in Saint Petersburg, FL, holding a Series 66 designation and eight years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Bank of America before joining Wells Fargo in 2021. Outside of his advisory role, Lopez is involved in a real estate business focused on flipping homes through Tampa Private Group LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bethann Goodrick is a financial advisor with LPL Financial, holding a Series 66 license and 27 years of industry experience. She previously worked at Chase Investment Services Corp. and Banc One Securities Corporation for over two decades. Outside of her advisory role, she is involved with TruStage, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment solutions to individuals, retirement plan participants, banks, and institutions, supported by both proprietary and third-party strategies.

Allyson Snow is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at J.W. Cole Advisors and Axa Advisors LLC. Outside of finance, she owns Tampa Bay Yogi, LLC, where she hosts yoga and fitness events and classes. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services supported by comprehensive research and a diverse set of portfolio management strategies.

Robert Stark is a Series 66-licensed financial advisor with 21 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2022. His prior experience includes roles at Royal Alliance Associates, Signator Investors, Transamerica Financial Advisors, and LPL Financial. Stark is also involved in volunteer work with the Brandon Sports and Aquatic Center, Inc. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of Financial Professionals and manages a multi-billion dollar asset base.

William Fields is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo since 2016, with prior experience at Morgan Stanley Dw Inc. from 2004 to 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Nathaniel Jones is a financial advisor with Wells Fargo Advisors in Saint Petersburg, FL, holding the CFP® designation and Series 65 and 66 licenses. He has 12 years of industry experience, including roles at Hamilton Capital and Wells Fargo Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services supported by proprietary research and tools, with an approach that integrates advisory services alongside other financial products.

Joshua Sclafani is a financial advisor at Raymond James & Associates with seven years of industry experience. He has held roles within Raymond James Financial Services since 2017 and previously worked at Convergence Consulting Group for three years. He holds the Series 66 designation and is based in St. Petersburg, Florida. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Danielle Delgado Ellison is a financial advisor with Raymond James & Associates in St. Petersburg, FL. She holds Series 63 and Series 66 designations and has 20 years of industry experience, including 16 years with Raymond James & Associates. 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, non-discretionary investment consulting, and institutional fiduciary services.

Andrew Phillips is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 25 years of industry experience. He has been with Raymond James since 2006 and co-founded Cook & Phillips Financial Group in 2006. Outside of advising, he is also an insurance agent. 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 using analytical tools and supports a broad network of advisors while maintaining specialized municipal and SIMPLE IRA advisory services.

Jessica Williams is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2014, with a one-year tenure at BofA Securities in 2019. Outside of her advisory role, she is a General Partner and Managing Member of an LLC that manages her family’s property to support her mother’s assisted living expenses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Matthew Allen is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Janney Montgomery Scott for 16 years before joining Raymond James in 2018. Raymond James & Associates, Inc. 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, and municipal entities, offering financial planning, investment consulting, and institutional advisory services with a focus on tailored, non-discretionary strategies supported by extensive research and a wide range of portfolio management options.

Yelena Peshko is a financial advisor with Raymond James & Associates in St. Petersburg, FL. She holds a Series 66 designation and has 13 years of industry experience, including 11 years at her current firm. 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 municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Mark Beyer is a financial advisor with Raymond James Financial in Tampa, FL, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for eight years before joining Raymond James in 2022. Beyer is also the president of Beyer Wealth, a support company in the financial sector. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting services and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Nathaniel Woods is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and several other firms and organizations. Outside of financial advising, he has experience with businesses including Danforth Communications, LLC, and Obscurity Brewing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports clients through various advisory programs and specialized services.

Dallas Nelson is a financial advisor at Raymond James Financial with Series 65 and Series 63 credentials and four years of industry experience. Prior to joining Raymond James in 2022, he worked at Florida Financial Advisors and held various roles outside finance, including positions at Enterprise Rent-A-Car and in the food service industry. 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 offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Darren Speizer is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing and Family Wealth Solutions. He is also president of Speizer Wealth LLC, an independent support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs for municipal and retirement plan clients.