David Sutton is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses. He has 37 years of industry experience and has been with Raymond James & Associates since 2014. Sutton serves on the Advisory Board of the Winthrop P. Rockefeller Cancer Institute, contributing to strategic planning for the Myeloma Clinic. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and governmental entities, offering non-discretionary financial advice supported by extensive research and an integrated affiliate network.

Megan Williams is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 21 years of industry experience. She has been with Raymond James & Associates since 1998 and currently serves as an officer and treasurer for her daughter’s Girl Scout troop, as well as acting trustee for a family trust. Megan also represents Raymond James Finance on the University of South Florida Accounting Circle Advisory Board. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both retail and institutional clients, including a focus on municipal and public finance.

Jake Homolash is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has two years of industry experience, with prior roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Oppenheimer. Outside of finance, he has experience working in the hospitality sector, including a position at Harry's Seafood Bar and Grille. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory and brokerage services through an integrated platform that combines investment advice, brokerage and insurance products.

William Sallade is a CFP® with 11 years of experience currently serving as a financial advisor at Raymond James Financial. He has held various roles within Raymond James entities since 2016. Outside of his advisory work, he is an officer and CEO of Sallade Financial LLC, a sole proprietorship associated with his client advisory services. 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. The firm offers tailored, primarily non-discretionary advisory solutions and maintains a notable presence in municipal and public finance through its affiliation with Raymond James’ Public Financing department.

John Carelli III is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2017, following a one-year tenure at Janney Montgomery Scott. Outside of his advisory work, he occasionally provides accounting and financial guidance for his wife's online email marketing company. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and governmental entities. The firm offers non-discretionary wealth advisory and investment consulting services supported by research and an extensive affiliate network, with notable involvement in municipal and public finance.

Waldemar Vidal is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Raymond James & Associates since 1984. Outside of his advisory role, Vidal serves as president of the Smuggler's Cove Condominium Association in Treasure Island, Florida. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and also delivers institutional consulting and public finance services.

Rebecca Zwerin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 19 years of industry experience. She has been with Raymond James & Associates since 2005. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both retail and institutional advisory programs.

Vincent Lally is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2015. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various advisory and wrap fee programs, emphasizing tailored financial plans and client-driven decision making.

Angela Nye is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding 27 years of industry experience. She has been with Raymond James & Associates since 1993. 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 governmental clients. The firm also offers institutional consulting and maintains capabilities in public finance and municipal work.

Caroline Williams is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2006. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other organizations. The firm is integrated into Bank of America’s platform, providing access to a broad set of products and services.

Aaron Middleton is a CFP® professional with six years of industry experience, currently affiliated with LPL Enterprise. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Edward Jones. Middleton served in the United States Marine Corps for 20 years. Outside of his advisory work, he volunteers with the nonprofit Scarletts Sunshine, distributing flowers several times per month. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm combines advisory and brokerage services with an integrated platform that includes insurance products and lending programs.

Scott Robinson is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following a five-year tenure at Franklin Templeton Distributors, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs with a focus on tailored financial planning supported by structured discovery conversations and analytical tools, managing approximately $2.74 trillion in client assets.

James Sorensen is a financial advisor at Edward Jones in St. Petersburg, FL, holding a Series 66 designation. He joined Edward Jones in 2025 and has a diverse background predominantly in the entertainment and media industries. His prior experience includes roles with organizations such as Reagle Music Theatre, Tampa Repertory Theatre, and Universal City Studios. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jake Hayes is a financial advisor with LPL Financial in St. Petersburg, FL, holding the CFP® and CFA® designations and seven years of industry experience. His prior roles include positions at Fisher Investments and Bank of America, including Merrill. He is the owner of JHJK Holdings LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Andrew Robinson is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He joined Fidelity in 2021 and has held several positions including Relationship Manager, Investment Solutions Representative, and High Net Worth Service Associate. Prior to his time at Fidelity, Andrew worked at T. Rowe Price from 2017 to 2021 in roles such as Quality Resolution Specialist, Client Manager, and Financial Services Representative. In his current role, Andrew focuses on helping individuals create, implement, and maintain financial plans that align with their goals, risk tolerance, and time horizon. He emphasizes a client-centered approach that builds relationships based on a holistic understanding of each client's needs and aspirations, aiming to develop financial roadmaps that reflect their values. No information on Andrew's education, credentials, personal interests, or community involvement was provided.

Maria Tottle is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, and T. Rowe Price Investments. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports both retail and institutional clients with a range of advisory and fiduciary solutions.

Mark Arkelian is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2014. 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 wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal services.

Douglas Drabik is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal clients through its public finance and institutional consulting capabilities.

Maxwell Winger is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. His background includes leadership roles in several hospitality ventures, including Winger Restaurant Group LLC and For the Table Hospitality. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm serves a diverse client base through wealth advisory planning, investment consulting, and institutional services, with a notable presence in municipal and public finance.

Mark Phillips is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes long tenures at Foresters Financial and Foresters Advisory Services, as well as work with Humana since 2013. Outside of advising, he is involved with Humana Dental Plans. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to utilize various portfolio management strategies and programs across discretionary and non-discretionary authorities.