Jason Wallace is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and previously worked for the Tampa Bay Rays and Memphis Grizzlies. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Kelly Klein is a CFP® with eight years of experience in the financial services industry. She is currently with Raymond James & Associates, where she has worked since 2023. Her prior experience includes roles at Fidelity Brokerage Services, LLC, Sound Income Strategies LLC, and McAdams Group 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 wide range of clients, including individuals, institutions, and municipal entities, and offers a variety of financial planning and investment consulting services that emphasize non-discretionary, tailored advice supported by firm research and multiple portfolio management styles.

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.

Jeffrey Hearn is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Raymond James & Associates since 1991. He serves as a subcommittee member on the Investment and Missions Committees for First United Methodist Church in St. Petersburg, FL. 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 wide range of clients, including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Brian Fornuto is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, Mr. Fornuto owns and operates an electric bike tour company, Tour St. Pete. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

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.

Clifford Cook is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 63 designation and over 41 years of industry experience. He has been with Raymond James since 2015 and is also the owner and president of Clifford Cook Wealth Management, a support company based in St. Petersburg, 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, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Sandi Jodanovic is a financial advisor at Raymond James & Associates with five years of industry experience. She holds the Series 66 designation and has worked at various Raymond James entities since 2018. Prior to her career in financial services, she was employed at CVS Pharmacy for five years. 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 and consulting services supported by a broad range of portfolio management styles and affiliated research.

Sabrina Panek is a financial advisor at Raymond James & Associates with six years of industry experience. She holds the Series 66 designation and has worked at firms including Scarborough Capital and World Aware. Based in St. Petersburg, FL, she has a background that spans both financial services and other sectors. 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 charitable organizations, and offers a range of financial planning and consulting services through multiple advisory programs.

Ashlee Miller is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2019, following prior roles at Citi and Hilltop Securities. 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, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Laurie Martin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and with 28 years of industry experience. She has been with Raymond James & Associates since 2008. 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 municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

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 a Series 66 designation and 25 years of industry experience. She has worked at Raymond James Financial Services and Raymond James & Associates since 2020 and previously spent 11 years at Transamerica Financial Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations with financial planning, non-discretionary investment consulting, and specialized advisory services, including municipal advisory and employer consulting programs.

Zachary Strutt is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation and 10 years of industry experience. His career includes roles at various Raymond James entities since 2016 and a prior position at Merrill in 2015-2016. Outside of advising, he is the owner of a rental property in St. Petersburg. 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, and institutions. The firm offers tailored, non-discretionary consulting supported by advanced analytical tools and has unique affiliations in municipal advisory services and innovative plan-level consulting programs.

Paul Lentini is a financial advisor with Raymond James & Associates, holding the CFP® and ChFC® designations and possessing 25 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2018. Lentini serves as a board member for LEO Family Fun Day, Inc., an organization that raises funds for the Pasco County Fallen Law Enforcement Officers Memorial foundation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets, serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and consulting services with a focus on tailored, non-discretionary advice supported by comprehensive research, multiple portfolio management styles, and municipal advisory capabilities.

William Morrison is a Series 66 licensed financial advisor with 27 years of industry experience. He has worked at Osaic Wealth, Inc. since 2021, following roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. He is involved in succession planning through a sole proprietorship and holds responsibilities in compliance and administrative functions with affiliated financial entities. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a broad set of investment solutions, utilizing asset-allocation tools and third-party platforms to customize and manage portfolios.

Thom Newcomb is a financial advisor at Ameriprise with 26 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2005. Outside of advising, he owns and operates several small businesses, including a beverage distribution company and an entity managing a distribution agreement for an energy drink. Ameriprise serves primarily clients approaching or in retirement, offering retirement-income planning that integrates research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Christopher Jett is a financial advisor at Raymond James & Associates with 7 years of industry experience. He has been with Raymond James & Associates since 2007. He holds the Series 66 designation and is based in St. Petersburg, FL. 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 broad client base including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Gina Di Grandi is a financial advisor with J.P. Morgan Securities in Clearwater, FL, holding a Series 66 credential and 14 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2012 to 2024 before joining J.P. Morgan in 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Richard Schaefer is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools.