Brandon Cooke is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Raymond James Financial Services, Inc. since 2014 and a prior position at Raymond James Financial Services Advisors Inc. from 2018 to 2020. Raymond James & Associates is a large 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, non-discretionary investment consulting, and institutional fiduciary solutions supported by diverse portfolio management styles and affiliated research resources.

Brandon Cordiano is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Morgan Stanley and H.T. Hackney, as well as a background in full-time education. 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 fiduciary services supported by a wide range of portfolio management styles and affiliated research.

Tomas Gedminas is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 65 and Series 66 designations and has 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs supported by firm-approved tools and a structured planning process.

Caroline Kearney is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 13 years of industry experience. She has been with Raymond James & Associates since 2012. 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 and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Michael Flores is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2016, and previously held roles at GRT LLC and New Place LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their advisory process combines quantitative screening and qualitative research to develop model asset allocations, offering non-discretionary advice with client decision-making authority.

Murphy Bradshaw is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2015. In addition to his advisory role, Bradshaw is a licensed real estate agent managing residential property transactions for himself and close contacts. 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management options and municipal advisory capabilities.

Michael Lovero is a financial advisor at Ameriprise in Tampa, FL, holding a Series 66 designation with three years of industry experience. His work history includes roles at Ameriprise since 2021 and prior experience at The University of Tampa and Gino's of Lindenhurst. Ameriprise is a large institutional firm that offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm’s approach incorporates research, modeling, and tax-efficiency analysis, delivering written recommendation reports through a centralized consulting team in partnership with clients’ advisors.

John Oppenheimer II is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior roles include positions at CFA Institute, Primerica Advisors, Guardian Life Insurance Company, and several other organizations across different sectors. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary advisory mandates and model portfolios.

Jody Zellner is a financial advisor with LPL Financial in Clearwater, FL, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2021, Zellner worked at Jeffrey Matthews Financial Group LLC and Waddell & Reed. Outside of advisory work, Zellner is involved with Safe Harbor Financial Advisors LLC, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a wide range of services including financial planning, model portfolio programs, and access to third-party asset managers.

Donald Peterson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and 22 years of industry experience. He has worked with Raymond James & Associates since 2011. Outside of his advisory role, he is involved in managing personal investment entities including two LLCs that own and operate real estate. 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, investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model manager options.

Veronica Sullivan is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and 15 years of industry experience. Her prior work includes roles at Bank of America, N.A. and Merrill. Outside of advisory services, she is involved with Tradewinds Anesthesia LLC, where she performs bookkeeping duties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering a range of advisory programs including tailored financial planning supported by advanced modeling tools.

James Nugent is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 credential with two years of industry experience. His prior roles include positions at Fisher Investments, Raymond James, and Ameriprise Financial, as well as four years at the University of South Florida. Morgan Stanley Wealth Management provides financial advisory and planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning using proprietary tools and offers a range of investment programs.

Chad Tortorice is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2005. He is a partner in WSPRJ, LLC, a business outside of investment activities. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

Caleb Augustt is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Merrill since 2016. Outside of his advisory role, he is the managing member of Cozzzy Places LLC, a limited liability company that manages a rental space attached to his residence. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies constructed by internal teams and third-party managers.

John Paul Cattaro is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Interactive Brokers LLC before joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Gina Gonzalez is a CFP® with Series 66 credentials currently working at Edward Jones in Oldsmar, FL. She has over a decade of experience in the financial services industry, including prior roles at Fidelity Investments and USAA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.

Nathan Ellerbee is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services, Inc. from 2009 to 2023 before joining LPL Financial. Outside of his advisory work, he was involved with Kangaroo Court Softball for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, with a range of investment options and technology tools supporting its platform.

Dino Jambresic is a Planning Consultant at Fidelity Investments, where he provides personalized financial guidance to individuals and families. In his role, Dino collaborates closely with clients to understand their goals and financial needs, helping them evaluate their options and make informed decisions throughout their financial journeys. Dino has extensive experience with Fidelity Investments, having held various positions since 2010. His roles have included Relationship Manager, Financial Representative, Retirements Specialist, and Investment Solutions Representative, among others. This breadth of experience has contributed to his knowledge in financial planning and client relationship management. Outside of his professional work, Dino enjoys cooking and baking, exploring food as a foodie, attending social events with friends, watching movies, spending time with pets, and playing soccer.

Ryan Kling is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019. Outside of his advisory role, he hosts live trivia events as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Austin Wu is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and previously worked in healthcare and the food service industry before joining Raymond James. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.