Brian Fornuto is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, Mr. Fornuto owns and operates an electric bike tour company, Tour St. Pete. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Josue Wong is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase, and Wells Fargo entities. Outside of his advisory work, Wong is involved in app development projects focused on sharing EV charging station locations and providing beauty advice. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Bradley Palmer is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Achieva Credit Union and Lowes Home Improvement, as well as managing Palmer Contracting Inc. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports customized investment strategies and a broad range of program options.

Clifford Cook is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 63 designation and over 41 years of industry experience. He has been with Raymond James since 2015 and is also the owner and president of Clifford Cook Wealth Management, a support company based in St. Petersburg, Florida. 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, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Sandi Jodanovic is a financial advisor at Raymond James & Associates with five years of industry experience. She holds the Series 66 designation and has worked at various Raymond James entities since 2018. Prior to her career in financial services, she was employed at CVS Pharmacy for five years. 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, institutional investors, and municipal entities, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Gabriel Suarez is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022 and 2023, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary SMAs and a formal alternative-investment platform.

Sabrina Panek is a financial advisor at Raymond James & Associates with six years of industry experience. She holds the Series 66 designation and has worked at firms including Scarborough Capital and World Aware. Based in St. Petersburg, FL, she has a background that spans both financial services and other sectors. 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, and charitable organizations, and offers a range of financial planning and consulting services through multiple advisory programs.

Ashlee Miller is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2019, following prior roles at Citi and Hilltop Securities. 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, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Laurie Martin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and with 28 years of industry experience. She has been with Raymond James & Associates since 2008. 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 municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Pamela Dils is a financial advisor at UBS Financial Services with 31 years of industry experience. She has been with UBS since 2010 and holds Series 63 and Series 65 registrations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Alena Barlow is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 25 years of industry experience. She has worked at Raymond James Financial Services and Raymond James & Associates since 2020 and previously spent 11 years at Transamerica Financial Advisors. 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, institutional clients, pension plans, and charitable organizations with financial planning, non-discretionary investment consulting, and specialized advisory services, including municipal advisory and employer consulting programs.

Jason Simonelli is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2018. Prior to this role, he worked as an Investment Consultant from 2015 to 2018 and as a Financial Representative from 2014 to 2015 at the same firm. In his current position, Jason assists clients in developing wealth strategies that support both their financial goals and the interests of their family members. Jason holds a California Insurance License, which supports his ability to provide comprehensive financial advice. He partners with clients to make honest and thoughtful financial decisions, focusing on strategies that benefit their long-term financial well-being.

Zachary Strutt is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at Merrill for one year before joining various Raymond James entities, where he has worked since 2016. Outside of his advisory role, he manages a rental property in St. Petersburg, Florida. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with institutional consulting and portfolio management.

Paul Lentini is a financial advisor with Raymond James & Associates in Largo, FL, holding CFP® and ChFC® designations and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group. Lentini serves as a director for LEO Family Fun Day, Inc., planning an annual event supporting law enforcement families and related charitable causes. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and investment consulting through various advisory programs and emphasizes tailored, non-discretionary planning supported by proprietary research and multiple portfolio management styles.

William Morrison is a financial advisor at Osaic Wealth, Inc. with 27 years of industry experience. He holds a Series 66 designation and has worked previously at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory role, he operates a succession planning business under a sole proprietorship. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization with access to discretionary and third-party investment strategies.

Thom Newcomb is a financial advisor at Ameriprise with 26 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2005. Outside of advising, he owns and operates several small businesses, including a beverage distribution company and an entity managing a distribution agreement for an energy drink. Ameriprise serves primarily clients approaching or in retirement, offering retirement-income planning that integrates research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Christopher Jett is a financial advisor at Raymond James & Associates with 7 years of industry experience. He has been with Raymond James & Associates since 2007. He holds the Series 66 designation and is based in St. Petersburg, FL. 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 broad client base including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Richard Grover is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation. He has been with Raymond James & Associates since 2025 and has prior experience at Praxis - S10, Walters & Associates, and Grover Structural Solutions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a diverse range of clients, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by various portfolio management approaches and affiliated research.

Gina Di Grandi is a Series 66 licensed financial advisor with 14 years of industry experience. She is currently with J.P. Morgan Securities in Clearwater, FL, and previously worked at Morgan Stanley Private Bank from 2012 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research with an ESG eligibility framework and broader derivatives and commodities capabilities.

Richard Schaefer is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools.