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 with Raymond James & Associates in St. Petersburg, Florida, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2013 and previously worked at International Assets Investment Management, LLC. 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 overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Debora Duis is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and over 32 years of industry experience. Her career includes roles at JHS Capital Advisors, Northwestern Mutual Investment Management, and Robert Baird & Co. before joining Raymond James in 2016. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm uses a non-discretionary approach tailored to client goals, employing risk profiling and modeling tools, and supports its services with specialized offerings including municipal advisory and SIMPLE IRA employer consulting 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 Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, and has three years of industry experience. Prior to joining Raymond James in 2022, 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 serving individuals, institutional clients, charitable organizations, and municipal entities. The firm offers a range of financial planning and consulting services, supported by extensive research and various portfolio management styles.

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 credentials and 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. In addition to her advisory role, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, overseeing approximately $15.5 billion in assets under management. The firm delivers advisory services through a large network of advisors who utilize model-driven investment strategies supported by third-party asset managers and custodians.

Michael Bailey is a financial advisor with LPL Enterprise, holding a Series 66 designation and over 38 years of industry experience. He has worked with Prudential Insurance Company of America since 1988 and joined LPL Enterprise in 2024. His other business activities include involvement with non-variable insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

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.

George Chiariello is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has been with various Raymond James entities since 2007. Chiariello is reactivating a dormant real estate license for potential personal real estate activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools to illustrate potential outcomes and supports clients through various advisory programs.

Kevin Mallon is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Fannie Mae and has experience in retail and education sectors. Raymond James & Associates, Inc. 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 non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Kim Jenson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Prior to joining Raymond James in 2017, Jenson worked at UBS Financial Services from 2010 to 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 and pension plans, and municipal entities, offering financial planning and investment consulting services primarily on a non-discretionary basis.

Kevin Moriarty is a CFP® professional with 11 years of industry experience, currently serving at Osaic since 2018. He previously worked at Signator Investors, Inc. and Transamerica Financial Advisors. Moriarty is a member of the finance committee at Anona United Methodist Church in St. Petersburg, FL. OSAIC serves a diverse client base including retail investors, high-net-worth households, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services and uses a model-based investment approach with asset allocation, portfolio optimization, and access to third-party managers and alternative investments.

Katherine Hagan is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. She has worked extensively within Raymond James-affiliated entities since 2016 and also spent time at Principal Financial. Based in St. Petersburg, FL, she currently serves clients through Raymond James & Associates. 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 wide range of clients including individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting services supported by extensive research and various portfolio management strategies.

Silas Wieczorek is a Series 65 registered advisor with Raymond James & Associates in St. Petersburg, FL, bringing three years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal clients, offering financial planning and investment consulting through various advisory programs with a non-discretionary approach.