Michael Petersen is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 25 years of industry experience. He has worked with Raymond James & Associates since 2001. 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 municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Steven Ware is a Series 66-licensed financial advisor with Morgan Stanley in St. Petersburg, FL, bringing six years of industry experience. He has worked with Morgan Stanley Private Bank since 2020 and Morgan Stanley since 2019. Prior to joining Morgan Stanley, he was employed at HiConversion and the University of Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning services.

Robin Robey is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Fisher Investments since 2007. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening and qualitative research to construct globally diversified portfolios, and it manages risk through various tactics including derivatives and targeted tax-loss harvesting.

Kenneth Saunders Jr. is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities America Advisors, National Planning Corporation, and his own firm, Saunders Investment & Tax Advisory Group, Inc., since 1985. Outside of advising, he serves on the board of a residential homeowners association. OSAIC Wealth provides a broad range of brokerage and advisory services to retail and institutional clients, including individual investors, retirement plans, charities, and corporations. The firm’s investment process centers on model-based asset allocation and portfolio optimization, offering multiple program options through a complex network of affiliated entities.

Scott Swift is a financial advisor with Merrill in St. Petersburg, FL, holding Series 63 and Series 65 licenses and having 45 years of industry experience. He has been with Merrill since 1980 and Bank of America since 2012. Swift provides investment direction and oversight for his daughter's merchandising business and serves as a power of attorney for his son's investment accounts. Merrill, together with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Brittany Miller is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation with eight years of industry experience. She has worked with Raymond James Financial Services, Inc. since 2018 and previously with Invest Financial Corporation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by a range of portfolio management styles, affiliated research, and municipal advisory services.

Mark Mays is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has worked at Raymond James & Associates since 2023. His prior work experience includes roles at Indiana University and various other organizations. Raymond James & Associates is a 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 investors, and municipal entities, offering financial planning and investment consulting through multiple advisory programs.

Louis Carpenetti is a financial advisor at Raymond James & Associates with 9 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at LPL Financial and Truist Financial Corp. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Mathews is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with UBS Financial Services since 1994. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research to support tailored client strategies.

Paige Theobald is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. She has been with J.P. Morgan Chase Bank N.A. and J.P. Morgan Securities since 2024. Prior to her current roles, she worked in various positions including at Saint Francis University and the Hockey Sticks Cafe. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process and a broad range of investment capabilities.

Joshua Schuette is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Vigilant Distributors, PPB Advisors, Dynasty Securities, LLC, and Raymond James & Associates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Eric Midili is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds Series 63 and Series 66 licenses and is based in Saint Petersburg, FL. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Nicole Smith is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. She has been with LPL Financial and BT Wealth Advisors since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms such as the Bank Wealth Program.

Sean Corey is a financial advisor with Merrill in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Bank of America and Merrill since 2011. Outside of his advisory role, he serves in legal capacities including executor and power of attorney for a private entity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Cappelli is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked at Franklin Templeton Investments and Jotos Pizza Inc. 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 client base, including individuals, institutional clients, and nonprofit organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Keith Parrish is a financial advisor at Raymond James & Associates with two years of industry experience. He previously worked at Dynasty Financial Partners from 2022 to 2024 and has a Series 66 designation. Parrish's background includes a period as a caretaker for an ill family member. Raymond James & Associates is a large dual-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.

Dean Pippio is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and 66 designations and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2003. 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 investors, pension and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Martin Mulligan is a CFP® professional with 32 years of industry experience. He is currently with LPL Financial and has worked previously at OSAIC, Payant Wealth Management Group, Sagepoint Financial, Inc., and FSC Securities Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

Philip Jordan is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Raymond James in 2026, he worked for UBS Financial Services Inc. for 16 years. 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, non-discretionary investment consulting, and institutional fiduciary services.

Tracy Poon Tip is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2017, with prior experience at AXA Advisors, LLC. She has also been involved with Extended Travel in 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.