Walter Hiel is a financial advisor with LPL Financial in Largo, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Edward Jones for two years. He also operates a separate business under the name Hiel Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by technology tools and a broad range of non-advisory financial services.

Mark Peterman is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Largo, FL. He has 14 years of experience in the industry and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

Nicolas Engelbert is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 63 designations and one year of industry experience. His prior work includes roles at DTCC and Spectrum, in addition to several positions within Raymond James & Associates dating back to 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, institutional clients, and municipal entities, offering financial planning and consulting services with a variety of portfolio management styles and affiliated research.

Charles Kusche is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2016. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lataney Levy is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds a Series 66 designation and has worked at various Raymond James entities since 2013. Outside of her advisory role, she is involved as an owner of a small cleaning service business where she assists with administrative duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ryan Doherty is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 66 and Series 63 licenses and bringing five years of industry experience. Prior to his advisory career, he spent nine years as a professional athlete. 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 advisory services through various programs and affiliated research resources.

Kristel Branish is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked with several Raymond James entities since 2022, as well as prior experience at Securities America and Ameriprise Financial Services. 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 specialized municipal advisory services.

Scott Coughlin 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 work includes roles at PostcardMania, PennyMac, Capital Array, and Provident Funding. 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 clientele including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various programs and a range of portfolio management styles.

Mary Nelson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and 44 years of industry experience. She previously worked for Calton & Associates, Inc. for 32 years before joining Raymond James in 2019. Outside of her advisory role, she serves as president of PG Sarres, Inc., a family business involved in commercial property leasing. Raymond James & Associates is a large broker-dealer and registered investment adviser managing 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, investment consulting, and municipal advisory services.

Michael Santos is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Securities, Inc. and Ameriprise. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm utilizes tailored, non-discretionary planning supported by analytical modeling and offers specialized municipal and SIMPLE IRA advisory services.

Russ Ames is a financial advisor at RBC Capital Markets with one year of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at City National Bank and entrepreneurial ventures related to militaria collectibles. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring tailored portfolio management, financial planning, and custody services, supported by a combination of in-house and third-party investment managers.

Conor Burkart is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, with one year of industry experience. His prior roles include positions at Lake Michigan Credit Union, Directed Capital, and Burkart Financial Group. 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, pension plans, and municipal entities—and offers a range of financial planning and investment consulting services through both Wealth Advisory and Institutional Fiduciary Solutions divisions.

Michael Rhoads is a Series 66 registered advisor with J.P. Morgan Securities, based in Seminole, FL, and has 13 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2013. Outside of his advisory role, he is the owner and partner of Rhoads Traveler LLC, a residential investment property business. 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 non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility frameworks in their recommendations.

Maria Bonino Houserman is a financial advisor with LPL Financial in St. Petersburg, FL, holding a Series 66 designation and 26 years of industry experience. She worked at Ameriprise from 2000 to 2013 before joining LPL Financial, where she has been since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jordan Milani is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL, holding Series 65 and Series 63 licenses and 11 years of industry experience. Prior to joining Raymond James in 2026, he worked at MassMutual Life Insurance and Bankers Life in various advisory and securities roles. He also acts as an insurance agent specializing in life and health insurance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm provides non-discretionary planning tailored to client goals and supports a broad network of advisors with specialized municipal and public finance capabilities.

Payne Curley is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 designations and having two years of industry experience. Prior to joining Raymond James, Curley spent 17 years in education. Raymond James & Associates is a large, dually registered 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 financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Thomas Ghebrai is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, he worked for Morgan Stanley and has also spent time in roles outside of financial services, including at Berns Steakhouse and University of South Florida. 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 uses risk profiling and analytical tools to tailor its non-discretionary planning and consulting services and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Christian De Sario is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James and its affiliated entities since 2018 and previously worked at INVEST Financial Corp. and The Good Company. 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 fiduciary solutions with a range of portfolio management styles and affiliated research.

Kyle Richardson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has been with Raymond James and its affiliated entities since 2015. 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, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services through various advisory programs.

Thomas Moriarty is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Signator Investors, Inc. and Transamerica Financial Advisors. Moriarty serves as a Finance Council member for the Diocese of St. Petersburg and operates a CPA practice preparing tax returns for family members. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple program options delivered through an extensive affiliate network.