Rollan Degeare is a financial advisor with UBS Financial Services in Tampa, FL, holding a Series 66 designation and 26 years of industry experience. He previously worked at Sanford C. Bernstein & Co., LLC for 21 years and has been affiliated with Alliance Capital Management LP during his career. Outside of advising, he is involved in a cybersecurity and managed services business for small companies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerances.

Victor Jones is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Raymond James, he worked at Hantz Financial Services and has a background in retail and education. Outside of his advisory role, Victor owns 586ComeUp, a business focused on buying and selling clothing, sneakers, collectibles, and electronics online, and also provides sneaker cleaning and restoration services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented approach supported by analytical tools and also provides specialized municipal advisory and SIMPLE IRA consulting services.

Jackson Berman is a financial advisor at J.P. Morgan Securities with Series 66 registration and four years of industry experience. He has worked at JPMorgan Chase Bank and JPMorgan Securities since 2022, with prior experience including roles at Chatham Financial and several short-term positions in other industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria.

Stephen Sannuto is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 66 and Series 63 licenses and having three years of industry experience. Prior to joining Morgan Stanley, he was self-employed and worked in various roles across multiple industries, including pest control and food service. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools to develop plans, with clients responsible for implementation and updates.

Sladjana Pokrajac is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 63 licenses with 13 years of industry experience. She previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Outside of her advisory role, she co-owns a long-term rental property with her husband. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a broad range of portfolio management strategies and affiliated research.

Joseph Delguidice is a financial advisor with Osaic Wealth Inc and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including 23 years at Valic Financial Advisors and roles at Agia and West Coast Landscape. He is the owner of AssetTree Wealth Management, advising clients on investment and income planning, and holds a pest control license used for consulting purposes outside of client advisory services. Osaic Wealth serves a diverse client base ranging from individual investors to institutional and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various tools and third-party manager programs.

Danny Vargas is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with 12 years of industry experience. He has been with Morgan Stanley since 2015, including time at Morgan Stanley Private Bank, N.A. since 2022. 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 and tailored financial planning services supported by structured discovery and advanced planning tools.

Kevin Mc Knight is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding a Series 66 credential with six years of industry experience. He previously worked at Franklin Templeton Investments from 2016 to 2019 before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Jason Degolyer is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Regions Bank, Cetera Investment Advisors, Merrill, and Bank of America. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party data to support investment decisions.

Steven Katzman is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individuals and institutional clients, providing tailored financial planning and a range of advisory programs supported by firm-approved tools and processes.

Neda Hooks is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at various Morgan Stanley entities since 2010. Outside of her advisory role, she is a partner in Swan Capital Properties, LLC, a company involved in property management and investment activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured tools and methodologies.

Andrew Murphy is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, Raymond James, and JPMorgan Chase Bank, N.A. prior to his current role. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities than many institutional programs.

Samuel Aspinwall is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he is a partner and owner of 7 Golf Tango 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 diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and investment consulting through various specialized programs and a range of portfolio management styles.

Gregory Stahl is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial in Tampa, FL. His prior work includes six years at Truist Investment Services and twelve years at The Bank of Tampa. He also manages a personal revocable trust as an outside activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing technology tools.

Michael Carelli is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, Carelli is a partner in multiple business ventures, including a restaurant operation in Brandon, FL, and several investment partnerships involved in retail and real estate. He also owns an aircraft managed by an aviation leasing company. 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, utilizing proprietary research and model-based strategies to tailor client solutions.

David Long is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 21 years of industry experience, having worked at various divisions of Raymond James since 2016. Outside of his advisory role, he is the owner of a small photography business. 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 municipalities, offering tailored financial planning and consulting with a range of portfolio management and research resources.

Blagojce Kocovski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Merrill Lynch, Morgan Stanley, and Truist Advisory Services. 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 approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Darius Sabbides is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2017, he worked at FIS and briefly at Dr. BBQ outside the financial sector. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers tailored financial planning and consulting services, utilizing a range of portfolio management styles supported by affiliated research and specialized advisory programs.

Alexander Drexel is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James & Associates since 2015. 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 non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Cheryl Baker is a financial advisor with LPL Financial in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Linsco / Private Ledger Corp. since 2002. Outside of her advisory role, she is a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.