Barbara Wagner is a CFP® professional with 38 years of industry experience. She has been with Raymond James Financial since 2009 and Raymond James Financial Services since 2007, based in Saint Petersburg, FL. Wagner serves as a board member of the Brian E. Wagner Scholarship Fund in Elmhurst, IL. 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 non-discretionary planning and consulting tailored to client goals, supported by analytical tools and municipal advisory services.

Walter Snider is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2015. 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 clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Charline Burgess is a financial advisor at Morgan Stanley with 22 years of industry experience. She has held her current position at Morgan Stanley Smith Barney LLC since 2007. Burgess holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses developed by its Global Investment Committee.

Michael Glennon is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2006. Glennon is also president of Glennon Financial Services, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, using analytical tools to illustrate potential outcomes, and supports municipal and public finance work through a unique arrangement with a municipal advisor.

Ross Preville is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Raymond James & Associates since 1993. Outside of his advisory work, Preville is involved in nonprofit leadership, serving as president of the Florida Chapter of the Tourette Syndrome Association and as a business liaison for the Homeless Leadership Network of Pinellas County, among other community roles. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers financial planning and investment consulting with a range of portfolio management styles and is notable for its municipal advisory services and broad affiliate ecosystem.

Janet Blake Pearson is a financial advisor at Robert Baird & Co. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Robert Baird since 2019, following a 22-year tenure at J.J.B. Hilliard, W.L. Lyons, Inc. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing a combination of manager-traded and model-traded strategies, internal research, and a variety of investment programs.

Molly Ambrosino is a financial advisor at Raymond James Financial with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including INVEST Financial Corp and LaSalle St. Investment Advisors. Ambrosino is based in St. Petersburg, FL. 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 focuses on non-discretionary planning tailored to client goals and incorporates analytical tools such as risk profiling and probability modeling.

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 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.