Kimberly Vaughan is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and five years of industry experience. She has been associated with various branches of Raymond James since 2008. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with more than 5,400 advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

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 financial advisor with Raymond James Financial Services Advisors, Inc. in Tampa, FL, holding CFP® and Series 63 credentials and bringing 34 years of industry experience. He has been with Raymond James since 2012 and also holds roles as a trustee and executor for family trusts. Outside of his advisory work, he serves as a coach supporting his wife, a certified health coach. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, with an emphasis on tailored advice and implementation support across brokerage and advisory platforms.

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®-designated financial advisor with seven years of industry experience. She is currently with Raymond James & Associates in St. Petersburg, FL, where she has worked since 2023. Her prior experience includes roles at Fidelity Brokerage Services and smaller firms such as Sound Income Strategies LLC and McAdams Group LLC. Raymond James & Associates serves a broad client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting through non-discretionary services and firm-sponsored wrap fee programs. The firm has notable capabilities in municipal and public finance, supported by an extensive affiliate network that integrates custody, product sourcing, and specialized advisory services.

Brett Elam is a Series 66-credentialed financial advisor at UBS Financial Services with 14 years of industry experience. He has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services through a range of proprietary research, capital markets operations, and affiliated lending programs.

Claude Romano is a financial advisor with LPL Financial in Palm Harbor, FL, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, Lucas Insurance Advisory, Romano Insurance and Financial Planning, and H. Beck, Inc. Outside of his advisory career, he owns Warrior One Yoga, a business based in North Potomac, MD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial services supported by research, model portfolios, and various portfolio management options.

Mark Belveduto is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He serves as a board member of the Sea Point Condominium Association in Point Pleasant, NJ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Brian Fornuto is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he owns and operates Tour St. Pete, an electric bike tour company. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutional clients, and government entities, with a focus on non-discretionary planning and a notable presence in municipal and public finance.

Josue Wong is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase, and Wells Fargo entities. Outside of his advisory work, Wong is involved in app development projects focused on sharing EV charging station locations and providing beauty advice. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Bradley Palmer is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Achieva Credit Union and Lowes Home Improvement, as well as managing Palmer Contracting Inc. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports customized investment strategies and a broad range of program options.

Sandi Jodanovic is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and five years of industry experience. She has been with Raymond James Financial and its affiliated entities since 2018. Prior to her financial services career, she worked at CVS Pharmacy for five years. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets and serving a broad client base including individuals, pension plans, corporations, and government entities. The firm offers wealth advisory planning and investment consulting through non-discretionary services, with a notable role in municipal and public finance advisory and extensive affiliated financial service capabilities.

Michelle Weiss is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Wells Fargo and its affiliates since 2009. Outside of her advisory role, she serves as treasurer for the Somerset Elementary School Foundation, where she assists with fundraising events and board meetings. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gabriel Suarez is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022 and 2023, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary SMAs and a formal alternative-investment platform.

Sabrina Panek is a financial advisor at Raymond James & Associates with five years of industry experience. She holds the Series 66 designation and previously worked at Scarborough Capital and World Aware. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal clients with public finance and institutional consulting capabilities.

Ashlee Miller is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds a Series 66 designation and previously worked at Citi and Hilltop Securities. She is based in St. Petersburg, FL. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program, serving individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm provides tailored financial plans and investment recommendations, with a focus that includes public finance and municipal work alongside its retail advisory services.

Laurie Martin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with Raymond James and its affiliates since 2008. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus on both retail and institutional consulting services.

Pamela Dils is a financial advisor at UBS Financial Services with 31 years of industry experience. She has been with UBS since 2010 and holds Series 63 and Series 65 registrations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Alena Barlow is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding the Series 66 designation and bringing 24 years of industry experience. She previously worked at Transamerica Financial Advisors for 11 years before joining Raymond James in 2020. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients, offering tailored financial plans and asset-allocation analyses supported by firm research and planning tools.

Jason Simonelli is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2018. Prior to this role, he worked as an Investment Consultant from 2015 to 2018 and as a Financial Representative from 2014 to 2015 at the same firm. In his current position, Jason assists clients in developing wealth strategies that support both their financial goals and the interests of their family members. Jason holds a California Insurance License, which supports his ability to provide comprehensive financial advice. He partners with clients to make honest and thoughtful financial decisions, focusing on strategies that benefit their long-term financial well-being.