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Michael H

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Michael Hayman is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2000. 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 clientele including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting alongside institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Judson M

Series 66

St. Petersburg, FL

Raymond James & Associates

Judson Mohan Jr. is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and previously worked for Publix Supermarkets, Inc. for six years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a nationwide adviser network and emphasizes tailored plans based on comprehensive analyses.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Mandisa T

Series 63, Series 66

Ruskin, FL

Ameriprise

Mandisa Trader is a financial advisor with Ameriprise in Ruskin, FL, holding Series 63 and Series 66 licenses and 21 years of industry experience. Her prior roles include positions at Citigroup and American Enterprise Investment Services Inc. She has been with Ameriprise in various capacities since 2015. Ameriprise offers a retirement-income planning service focused on individuals with substantial investable assets, providing customized Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver tailored retirement income advice, primarily serving clients with Ameriprise-managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael W

Series 66

Clearwater, FL

LPL Financial

Michael Williams is a Series 66-licensed financial advisor with 28 years of industry experience. He has worked at LPL Financial since 2018 and was previously with Invest Financial Corp. for nine years. Williams also holds a role as an insurance agent, selling permanent and term life insurance as well as long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research-supported strategies.

College savings (529s, UTMA, etc.)
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Jonathan C

Series 66

St. Petersburg, FL

Raymond James & Associates

Jonathan Calvert is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones from 2019 to 2021 and has diverse work experience including a role with Delox Limo. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, providing financial planning, investment consulting, and municipal advisory services supported by a broad network of advisors and research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Bradley S

CFA®, Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Bradley Sussman is a CFA® charterholder with 15 years of industry experience, currently an advisor with Raymond James & Associates in St. Petersburg, FL. He has worked at Raymond James since 2018 and was previously employed at Cowen and Company. 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, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Robert W

Series 65

St. Petersburg, FL

Raymond James & Associates

Robert Weinberg is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 65 designation and has been with Raymond James & Associates since 2005. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a broad client base including individuals, institutions, and municipal entities. Raymond James & Associates offers a variety of financial planning and consulting services, emphasizing non-discretionary advisory relationships supported by firm research and multiple portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Savina M

Series 66

Saint Petersburg, FL

Raymond James Financial

Savina Mintcheva is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and 24 years of industry experience. She has worked at Raymond James Financial Services since 2003 and has been involved in real estate investment since 2004. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary advice using risk profiling and analytical tools and supports its clients through various advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jennifer C

Series 66

St Petersburg, FL

Fisher Investments

Jennifer Cornnell is a financial advisor at Fisher Investments with 12 years of industry experience. She holds a Series 66 designation and has been with Fisher Investments since 2014. In addition to her advisory role, she is a commissioned notary public in the state of Florida. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management with a focus on globally diversified portfolios and tax-aware investment strategies.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Donna F

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Donna Faircloth is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 19 years before joining Raymond James. Outside of advisory services, she owns a rental property in Florida. 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 tailored financial planning and consulting services with a broad range of portfolio management styles and supports its advisors with extensive research and affiliated resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Stephanie M

Series 66

St. Petersburg, FL

Raymond James & Associates

Stephanie Morris is a financial advisor at Raymond James & Associates with two years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Edward Jones, Massage Envy, Simplicity Event Planners, and David's Bridal. 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, and municipal entities, offering financial planning and consulting services through various specialized programs and an extensive affiliate network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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David T

Series 66

Parrish, FL

LPL Financial

David Thomas Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at multiple firms including Ameritas Advisory Services and Summit Financial Group, and maintains business activities related to insurance through Vaughn Asset Advisory Agency LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs, retirement consulting, and brokerage services.

College savings (529s, UTMA, etc.)
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Bruce C

CFP®, Series 66

St. Petersburg, FL

Raymond James Financial

Bruce Cook is a CFP® with 25 years of industry experience, currently serving as a financial advisor and branch manager at Raymond James Financial in St. Petersburg, FL. He has held roles at Raymond James Financial Services and its affiliated firms since 2006 and also owns a support company, Cook and Phillips Financial Group, where he works as an independent contractor. 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 employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal advisor services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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James T

Series 63, Series 65

St. Petersburg, FL

UBS Financial Services

James Tarantino is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as president of Gentry Hill LLC and coaches 8th grade girls basketball at Carmel Middle School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary capital market assumptions and research to tailor client plans and offers a range of advisory and capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Bruno A

Series 66, Series 63

Pinellas Park, FL

Merrill

Bruno Ayala Garcia is a financial advisor at Merrill with Series 66 and Series 63 registrations and two years of industry experience. He has worked at Merrill since 2021 and currently has a role at Bank of America, N.A. Outside of his advisory work, he is involved with Greta Services LLC, where he performs various hands-on tasks including landscaping and roofing. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of clients including individuals, pension plans, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Kevin P

Series 66

St. Petersburg, FL

Raymond James & Associates

Kevin Pate is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 29 years of industry experience. He has been with Raymond James & Associates since 1996. 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 and advisory services that emphasize tailored, non-discretionary consulting supported by a variety of portfolio management styles and firm research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Teddy A

Series 66

Tampa, FL

LPL Financial

Teddy Alvarado Figueroa is a financial advisor at LPL Financial in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Grow Financial Federal Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Pamela H

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Pamela Hinchy is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She previously worked at Morgan Stanley Smith Barney from 2010 to 2018 before joining Raymond James in 2018. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad range of clients, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Christian V

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Christian Vargas is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Raymond James & Associates since 2009 and previously worked at Tampa Bay Financial Planning, LLC and Raymond James Financial Services, Inc. He has received compensation related to the sale of an RJFS business. 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 plans, and charitable organizations, offering financial planning and investment consulting through various programs and supported by extensive research and portfolio management resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Angela K

Series 63, Series 65

Saint Petersburg, FL

Raymond James Financial

Angela Kelly is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., Raymond James & Associates, Bank of America, and Merrill. 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, pension plans, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical modeling, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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