Shawn Barko is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been affiliated with Raymond James & Associates since 1995 and serves as a current member of the active list of FINRA arbitrators. Barko also contributes as a finance committee member for United Way Suncoast. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Aidan O'Dowd is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. He has held a variety of roles outside of finance, including working as a store associate at DICK'S Sporting Goods and serving as lead web developer and 50% owner of O'Barra, LLC, a web development company. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, and institutional clients, utilizing both proprietary programs and third-party asset managers.

Carolyn Bradshaw is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at LPL Financial since 2021, following seven years at Raymond James Financial Services Advisors and four years at UBS Financial Services. Prior to that, she was with Citigroup Global Markets for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, third-party asset management, and institutional platforms.

Annemarie Burgess is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Raymond James firms since 2011. Outside of her advisory role, she is involved with the Italian Greyhound Club of America Rescue and participates in pet insurance sales through referrals. Raymond James & Associates is a large 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 extensive research and a wide range of portfolio management strategies.

Danielle Piehl is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 66 designations and having 12 years of industry experience. She previously worked at Raymond James & Associates from 2014 to 2018 before joining Morgan Stanley, where she has been since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Sandra Smith is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Sandra is based in St. Petersburg, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Christopher Scagnelli is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and previously worked at T. Rowe Price for eight years before joining Raymond James in 2018. 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 and investment consulting through various specialized programs and a range of portfolio management styles.

Matthew Calhoun is a financial advisor at Raymond James & Associates with a Series 65 credential and three years of industry experience. Prior to joining Raymond James in 2022, he held roles at Tapfin/EY and the Populus Group. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting through various advisory programs.

Michael Hayman is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2000. 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 clientele including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting alongside institutional fiduciary solutions.

Judson Mohan Jr. is a financial advisor at Raymond James & Associates with 3 years of industry experience. He holds a Series 66 designation and previously worked at Publix Supermarkets, Inc. for six years before joining Raymond James. 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 municipalities, offering financial planning and non-discretionary investment consulting supported by a comprehensive research and advisory platform.

Jonathan Calvert is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones from 2019 to 2021 and has diverse work experience including a role with Delox Limo. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, providing financial planning, investment consulting, and municipal advisory services supported by a broad network of advisors and research resources.

Bradley Sussman is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. His prior experience includes roles at Cowen and Company, LLC and Merrill. Raymond James & Associates is a 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Robert Weinberg is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 65 designation and has been with Raymond James & Associates since 2005. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a broad client base including individuals, institutions, and municipal entities. Raymond James & Associates offers a variety of financial planning and consulting services, emphasizing non-discretionary advisory relationships supported by firm research and multiple portfolio management styles.

Savina Mintcheva is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and 24 years of industry experience. She has worked at Raymond James Financial Services since 2003 and has been involved in real estate investment since 2004. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary advice using risk profiling and analytical tools and supports its clients through various advisory programs and institutional consulting services.

Jennifer Cornnell is a financial advisor at Fisher Investments with 12 years of industry experience. She holds a Series 66 designation and has been with Fisher Investments since 2014. In addition to her advisory role, she is a commissioned notary public in the state of Florida. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management with a focus on globally diversified portfolios and tax-aware investment strategies.

Donna Faircloth is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 19 years before joining Raymond James. Outside of advisory services, she owns a rental property in Florida. 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 tailored financial planning and consulting services with a broad range of portfolio management styles and supports its advisors with extensive research and affiliated resources.

Stephanie Morris is a financial advisor at Raymond James & Associates with two years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Edward Jones, Massage Envy, Simplicity Event Planners, and David's Bridal. 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 and consulting services through various specialized programs and an extensive affiliate network.

Bruce Cook is a CFP® with 25 years of industry experience, currently serving as a financial advisor and branch manager at Raymond James Financial in St. Petersburg, FL. He has held roles at Raymond James Financial Services and its affiliated firms since 2006 and also owns a support company, Cook and Phillips Financial Group, where he works as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal advisor services and SIMPLE IRA Employer Advisory & Consulting Services.

James Tarantino is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as president of Gentry Hill LLC and coaches 8th grade girls basketball at Carmel Middle School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary capital market assumptions and research to tailor client plans and offers a range of advisory and capital markets services.

Bruno Ayala Garcia is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and two years of industry experience. He has worked at Merrill since 2021 and also has past experience with Bank of America, N.A. Outside of his advisory role, he is involved with Greta Services LLC, where he performs hands-on activities such as landscaping and roofing. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.