Jorge Lacott is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63, 65, and 66 licenses with 30 years of industry experience. He has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Douglas Reller is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016 and Morgan Stanley Private Bank, N.A. since 2015. Reller serves on the Board of Advisors for the University of South Florida Byrd Alzheimer's Research Center. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm’s financial planning process utilizes structured discovery conversations and planning tools, serving clients through tailored financial plans without providing individual security recommendations as part of standalone planning.

Francisco Rodriguez Ramirez is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC. He has been with Raymond James and its affiliated insurance group since 2017. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a wide range of clients, including individuals, institutions, and governmental entities. The firm provides wealth advisory planning and investment consulting, combining non-discretionary financial advice with access to wrap fee programs, sub-advisers, and institutional consulting services.

Dean Landsman is a CFP® and ChFC® with 28 years of experience in the financial industry, currently serving at Edward Jones since 1999. He is based in St. Petersburg, FL. Outside of his advisory role, Landsman is active as a part-time musician performing at local clubs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Barth Morreale is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2016. Outside of his advisory role, he is involved with GJC Legacy and Associates, Inc., where he manages an advisory business. Ameriprise offers a retirement-income planning service for individuals nearing or in retirement who meet certain asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficient strategies to deliver tailored retirement recommendations.

Thomas Panos is a CFP® and ChFC® with 29 years of experience in the financial industry. He has been with Raymond James Financial Services Advisors, Inc. since 2009. Outside of his advisory role, he serves as CEO and President of Panos Wealth Partners Group, Inc., a support company based in St. Petersburg, FL. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, and provides access to brokerage, advisory accounts, and outside managers.

Allison Brown is a financial advisor with Raymond James Financial Services Advisors INC. in St. Petersburg, FL, holding Series 66 and Series 63 licenses with nine years of industry experience. She has been with various Raymond James affiliates since 2013. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities, with specialized programs for small businesses and municipal clients.

Darrell Runyon is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked with Northwestern Mutual Investment Services LLC and served in educational roles with the Polk County and Wayne County School Boards. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Matthew Lascari is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked with Raymond James since 2017 and previously was affiliated with The Prudential Insurance Company of America and Pruco Securities LLC. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning, investment consulting, and institutional services for a diverse client base including individuals, pension plans, corporations, and government entities, with noted capabilities in municipal and public finance.

George Banks is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. He has worked with Raymond James Financial and Scottrade, Inc. prior to his current tenure at Raymond James & Associates. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, offering wealth advisory planning, investment consulting, and institutional services through a range of programs and research-supported recommendations.

Robert Torris is a financial advisor with LPL Financial based in St. Petersburg, FL, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and Bluewater Financial for over 15 years each. Outside of advisory services, Torris is involved with RVTCHARWELL, Inc., a business entity unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Brendan Patrick is a financial advisor with OSAIC based in Tampa, FL, holding a Series 66 designation and 21 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory work, he is involved as an investment consultant providing administrative assistance, analysis, and client relationship management. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services utilizing asset-allocation tools, risk assessments, and automated rebalancing, with access to third-party money managers and wrap programs.

Mary Louise Ferguson is a financial advisor with RBC Capital Markets, holding a Series 66 designation and offering 24 years of industry experience. She has been affiliated with RBC Capital Markets since 2009 and also works with City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through various advisory programs that offer portfolio management, financial planning, and brokerage services. The firm customizes strategies based on clients’ risk profiles and integrates both in-house and third-party investment managers.

Gary Richardson is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2018, previously serving at Invest Financial Corporation and Broker Dealer Services. Outside of his advisory role, he is president of Sequoia Holdings, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Dawson Goldman is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior experience includes roles at Equitable Advisors and various positions outside the financial sector. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it also serves as a registered commodity pool operator and advisor to multiple funds.

Brittany Bartlett is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 14 years of industry experience. Her tenure at Raymond James spans multiple affiliated entities since 2012. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through Wealth Advisory Services, wrap fee programs, and institutional consulting, often working in an advisory and implementation-support role rather than as a delegated manager.

Daniel Kemler is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2007. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and emphasizes public finance and municipal services alongside its retail advisory offerings.

Amie Quattrocki is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and related entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services through a network of advisors, using proprietary research and tools to develop tailored recommendations.

Patrick O'Connor is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2001 and also serves as a director and member of the executive committee of Junior Achievement, a nonprofit organization, where he is involved in overseeing the charity’s activities. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets and employing over 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutional clients, and government entities, emphasizing a non-discretionary, client-directed approach supported by a broad affiliate network and municipal finance capabilities.

Tristen Hasson is a financial advisor at Raymond James Financial in St. Petersburg, FL, holding a Series 66 credential. Although new to the industry with less than a year of experience, Hasson has been involved with several firms including Frey Masterson Investment Advisors and Northwestern Mutual Investment Management. Outside of advisory roles, he is employed at Gottscho Printing Systems, Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning, non-discretionary investment consulting, and access to various managed account programs, with a notable emphasis on non-discretionary advisory services and a broad affiliate network supporting municipal and institutional clients.