Janet Blake Pearson is a financial advisor at Robert Baird & Co. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Robert Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. beginning in 1997. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pension plans, corporations, and charitable organizations. The group provides customized consulting and portfolio services, employing a mix of in-house and third-party managers and offering both traditional and complex investment strategies.

Molly Ambrosino is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2019, following prior roles at INVEST Financial Corp and LaSalle Street Securities, LLC. 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, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals while maintaining specialized services in municipal and public finance.

John Tholen is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services, Inc. since 2006. Outside of his advisory work, he has ownership in a rental real estate property, though he is not involved in its day-to-day management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through affiliations uncommon among large institutional advisors.

Christian Cook is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and Florida Financial Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

David Sisemore is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James since 2004, including 17 years with its Financial Services Advisors division in Saint Petersburg, FL. Raymond James Financial Services Advisors, Inc. offers 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 provides tailored non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports institutional consulting and portfolio management through a large advisor network.

Bruce Roberts is a financial advisor with Merrill in Saint Petersburg, FL, holding Series 63 and Series 65 licenses. He has 33 years of industry experience, including 17 years with Bank of America and Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Robert Tribolet is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates since 2017. 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.

James Kidney is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James & Associates since 2016 and completed online studies at Florida State University from 2015 to 2016. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

David Fanciullacci is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2013. Outside of his advisory role, he serves as a citizen trustee on the Employees' Retirement System Pension Board for the City of St. Petersburg. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension and profit-sharing plans, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a broad range of portfolio management styles and affiliated research.

Debora Duis is a financial advisor at Raymond James Financial with 32 years of industry experience. She holds the Series 63 and Series 66 designations and has been with various Raymond James entities 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support client goals, while also maintaining specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Keith Jacobus is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads The Jacobus Wealth Management Group, which serves a diverse clientele across New York, New Jersey, Florida, and numerous other states. His practice emphasizes personalized wealth management strategies that address family wealth, retirement planning, tax minimization, and specialized areas such as LGBT wealth planning. Jacobus and his team provide comprehensive financial counsel, integrating investment management with broader life and financial goal considerations. With over two decades of experience, Jacobus applies a disciplined five-step process to deliver tailored solutions for clients, including multi-generational families, corporate executives, attorneys, CPAs, and business owners. Their approach involves thorough data analysis, goal setting, and ongoing portfolio monitoring, utilizing Merrill Lynch research and global investment models to manage risk and generate income. The team’s commitment centers on understanding clients’ unique situations to simplify complex financial lives and support long-term legacies. Keith Jacobus holds a Bachelor’s degree in Finance and Psychology from the University of South Florida. He has earned the Certified Investment Management Analyst (CIMA®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. Additionally, he is a Personal Investment Advisor (PIA).

Elizabeth Cahill is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation. Prior to joining Raymond James, she worked at PennyMac Loan Services and Enterprise Rent-A-Car. 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 charitable organizations, offering financial planning and advisory services with a range of portfolio management styles supported by affiliated research and sub-advisers.

Alexander Udwari is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He has worked at Raymond James & Associates since 2017, following roles at GF Investment Services, LLC and Global Financial Private Capital. 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 investors, and charitable organizations, offering financial planning and consulting through various advisory programs.

Laurie Oates is a financial advisor with Primerica Advisors in Largo, FL, holding Series 63 and Series 65 licenses and having 23 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. Outside of advisory work, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs third-party asset managers and uses a tiered wrap-fee structure, focusing on curated investment models rather than institutional or pension plan management.

Benjamin Prescott III is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to that, Prescott worked at Prescott Communications from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Michael Bailey is a financial advisor with LPL Enterprise who holds a Series 66 designation and has 38 years of industry experience. He has worked at Prudential Insurance Company of America since 1988 and was with Pruco Securities, LLC. from 1988 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, consulting, and access to various investment and insurance products.

John Donahoe is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked for T. Rowe Price Investment Services, Inc. for 20 years before joining Raymond James in 2018. 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 broad range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Steven Olson is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.

Jeffrey Anderson is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation and Series 63 and 66 licenses. He has 25 years of industry experience, all with MassMutual Life Insurance Company and Mass Mutual Investors Services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved tools and collaborative planning processes to deliver written recommendations.

Frank Grossman is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. He holds Series 63 and Series 66 licenses and has 39 years of industry experience, including 13 years at U.S. Bancorp Investments, Inc. prior to joining Raymond James in 2024. 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, investment consulting, and municipal advisory services.