Casey Cobb is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery and firm-approved tools to support client decision-making.

Neda Hooks is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at various Morgan Stanley entities since 2010. Outside of her advisory role, she is a partner in Swan Capital Properties, LLC, a company involved in property management and investment activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured tools and methodologies.

Andrew Murphy is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, Raymond James, and JPMorgan Chase Bank, N.A. prior to his current role. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities than many institutional programs.

Samuel Aspinwall is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he is a partner and owner of 7 Golf Tango LLC. 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, institutions, and municipal entities, offering tailored financial planning and investment consulting through various specialized programs and a range of portfolio management styles.

David Long is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 21 years of industry experience, having worked at various divisions of Raymond James since 2016. Outside of his advisory role, he is the owner of a small photography business. 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, institutions, and municipalities, offering tailored financial planning and consulting with a range of portfolio management and research resources.

William Cummings is a financial advisor at OSAIC with 33 years of industry experience. He holds the PFS™ designation and Series 63 license. His prior experience includes roles at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of advisory work, he is an improv actor and comedian and serves as an Investment Committee Member for the Tampa Museum of Art. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by a range of discretionary and third-party manager strategies.

Darius Sabbides is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2017, he worked at FIS and briefly at Dr. BBQ outside the financial sector. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers tailored financial planning and consulting services, utilizing a range of portfolio management styles supported by affiliated research and specialized advisory programs.

Alexander Drexel is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James & Associates since 2015. 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 clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Cheryl Baker is a financial advisor with LPL Financial in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Linsco / Private Ledger Corp. since 2002. Outside of her advisory role, she is a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Collins is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors, Bluewater Financial, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by a large network of investment adviser representatives.

Christine Tharp is a financial advisor at Raymond James & Associates with 36 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2013. The firm serves a broad client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions. Raymond James & Associates oversees roughly $501 billion in assets and provides a range of portfolio management styles supported by affiliated research and model manager options.

Gregory Wozniak is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and Anchor Wealth Management LLC. He is based in St. Petersburg, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting, utilizing a range of portfolio management styles and affiliated research.

Jolanta Serrano is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 17 years of industry experience. She has been with Raymond James since 2015. Outside of her advisory role, she is a business owner involved in managing investment properties with her husband. 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, institutional investors, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and integrates municipal advisory capabilities uncommon among large institutional advisors.

Stephen Katsarelis is a Managing Director and Senior Financial Advisor with Merrill Lynch Wealth Management. With over 25 years of experience at the firm, he specializes in organizing and simplifying clients' financial lives to help them focus on their true passions. Stephen’s approach emphasizes clear, jargon-free communication and personalized wealth management strategies tailored to each client's long-term goals. His expertise covers a wide range of client needs including college education planning, divorce transition planning, legacy planning, retirement income, tax minimization, portfolio management, and women and wealth. Stephen holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and has earned a Master’s degree from the University System of Maryland as well as a Bachelor’s degree from Eckerd College. Stephen participates actively in his community, volunteering with organizations such as Community Disaster Relief and Junior Achievement. Outside of work, he enjoys biking, boating, cooking, fishing, music, skiing, soccer, tennis, traveling, and spending time with his family.

Patrick King is a financial advisor at Morgan Stanley in Saint Petersburg, FL, holding a Series 66 designation with 18 years of industry experience. His prior roles include positions at Fisher Investments, Bay Miles Group LLC, and Raymond James & Associates. Outside of his advisory work, he is a partner at Bay Miles Group LLC, a publishing and technology business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Melissa Mcleod is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools.

Richard Placey is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2008. 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 clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management styles.

Catherine Springer Gallant is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at various Raymond James entities since 2017 and previously worked at GF Investment Services, LLC and Global Financial Private Capital, LLC from 2014 to 2017. 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 and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Erina Ford is a CFA® charterholder with 18 years of experience in the financial industry. She has been with Raymond James & Associates since 2006. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. Raymond James serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Shannon Butler is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 15 years of industry experience. She has been with Raymond James Financial Services since 2014. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.