Kristin Bonnell is a financial advisor with Edward Jones in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Richard Azan is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones for five years. His career also includes roles in academic support at Florida International University and its Student Academic Success Center. 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 clients, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a wide range of portfolio management styles and affiliated research.

Brian Harloff is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds a Series 66 designation and has worked with various Raymond James entities since 2017. Prior to joining Raymond James, he spent five years at Charles Ruttenburg Realty. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm emphasizes non-discretionary consulting tailored to client goals and incorporates advanced analytical tools and technology in its service approach.

James Dowdell III is a financial advisor with Merrill in Saint Petersburg, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley and Crothall Healthcare, as well as a period working with the Texas Rangers. Dowdell has been with Merrill and Bank of America since 2019. 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 a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Deborah Cicatelli is a financial advisor with Raymond James & Associates in St. Petersburg, Florida, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC, Morgan Stanley & Co. LLC, and Morgan Stanley DW Inc. She serves as a committee member for the Edge Water Reserve Homeowners Association. 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 municipalities, offering customized financial planning and advisory services supported by a range of portfolio management approaches and affiliated research.

Shelley Borm is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses and 12 years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other firms. Borm is also involved in non-variable insurance activities through Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers services ranging from financial planning to access to third-party asset managers.

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 with Equitable Advisors, holding a Series 66 designation and three years of industry experience. He is a 50% owner and lead web developer of O'Barra, LLC, a proprietary web development company. His prior work experience includes roles at DICK'S Sporting Goods and several other organizations. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and selected third-party 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.

Mandisa Trader is a financial advisor with Ameriprise in Ruskin, FL, holding Series 63 and Series 66 licenses and 21 years of industry experience. Her prior roles include positions at Citigroup and American Enterprise Investment Services Inc. She has been with Ameriprise in various capacities since 2015. Ameriprise offers a retirement-income planning service focused on individuals with substantial investable assets, providing customized Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver tailored retirement income advice, primarily serving clients with Ameriprise-managed accounts.

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.