Michael Funsch is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2012, also working at City National Bank since 2018. Outside of his advisory role, he serves on the board and committees of several local nonprofit organizations related to health advocacy, estate planning education, and legal services access. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to client risk profiles.

Lisa Galish is a financial advisor with Thrivent Investment Management, holding a Series 66 credential. She has been with Thrivent since 2025 and has prior experience that includes roles at Calvary Episcopal Church and various self-managed IRA activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of topics and offers clients the option to combine planning with managed accounts under a consolidated billing arrangement.

Kerry Mullin is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation and 23 years of industry experience. He has been associated with various Raymond James affiliates since 2016. 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, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytics to support client goals and offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Gina Timko is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2005, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services including advisory programs and estate planning strategies.

Danielle Chaisson is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Morgan Stanley, Ascensus, Charles Schwab, and T. Rowe Price Investment Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of investment solutions combining proprietary modeling with planner guidance, emphasizing diversified, long-term portfolios and serving approximately 477,000 clients with a broad mix of managed accounts and online advice options.

Kosta Bouris is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2013 and with Raymond James Financial since 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Marcus Afzali is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Carillon Fund Distributors, Inc., Morgan Stanley, and T. Rowe Price. He 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Sean Campbell is a financial advisor at Fidelity with 26 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes previous roles at Asset Money Management, Inc., PlanMember Securities Corporation, and Scottrade, Inc. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse clientele, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery.

Aimee Fox is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James since 2016. The firm manages approximately $501 billion in assets and serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and government entities. Raymond James offers financial planning and investment consulting through various programs, combining multiple portfolio management styles and affiliated research while maintaining primarily non-discretionary client relationships.

William Curtis is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, and he currently serves in the Air Force Reserve. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and overseeing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and modeling techniques, supporting clients primarily in an advisory role.

Jamila Kravarusic is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 15 years of industry experience. She worked at Merrill Lynch for 11 years before joining Raymond James & Associates in 2020. 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, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management styles.

Bradley Rankin is a Series 66-licensed financial advisor with Raymond James & Associates and has been in the industry for four years. He has worked at Raymond James since 2017 and previously spent a year at Ernst & Young. 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 municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Jean Wilson is a financial advisor at Raymond James & Associates in St. Petersburg, FL, with 10 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2000. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Thomas Walrond Jr. is a financial advisor at Raymond James & Associates with 38 years of industry experience. He has been with Raymond James & Associates since 1998 and holds Series 63 and Series 65 licenses. 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, and various organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Evan Kwiatkowski is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation with three years of industry experience. His career includes roles at multiple Raymond James entities and Southside Wealth Management. Prior to his financial services career, he held various positions in education and hospitality. 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 financial planning, non-discretionary investment consulting, and municipal advisory services.

Barbara Wagner is a CFP® professional with 38 years of industry experience. She has been with Raymond James Financial since 2009 and Raymond James Financial Services since 2007, based in Saint Petersburg, FL. Wagner serves as a board member of the Brian E. Wagner Scholarship Fund in Elmhurst, IL. 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 offers non-discretionary planning and consulting tailored to client goals, supported by analytical tools and municipal advisory services.

Walter Snider is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2015. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Charline Burgess is a financial advisor at Morgan Stanley with 22 years of industry experience. She has held her current position at Morgan Stanley Smith Barney LLC since 2007. Burgess holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses developed by its Global Investment Committee.

Michael Glennon is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2006. Glennon is also president of Glennon Financial Services, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, using analytical tools to illustrate potential outcomes, and supports municipal and public finance work through a unique arrangement with a municipal advisor.

Ross Preville is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Raymond James & Associates since 1993. Outside of his advisory work, Preville is involved in nonprofit leadership, serving as president of the Florida Chapter of the Tourette Syndrome Association and as a business liaison for the Homeless Leadership Network of Pinellas County, among other community roles. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers financial planning and investment consulting with a range of portfolio management styles and is notable for its municipal advisory services and broad affiliate ecosystem.