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.

John Eussen is a financial advisor at Fisher Investments with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios while utilizing tax-aware strategies and risk management techniques.

Dawn Gatti is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, PNC Capital Advisors, LPL Financial, and Invest Financial Corporation. Dawn is based in Palm Harbor, Florida. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

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.

Laura Blaya is a financial advisor at Raymond James & Associates with six years of industry experience. She has been with Raymond James since 2017 and previously worked at The Heckman Group. Laura holds the Series 66 designation and is based in St. Petersburg, Florida. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Matthew Gourgues is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 14 years of industry experience. He previously worked at USAA Financial Planning Services and USAA Financial Advisors before joining Raymond James in 2019. Outside of his advisory role, he is the owner and manager of Nawlins Snowballs LLC, a mobile concession trailer business selling shaved ice treats. 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, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Yandri Arces Obregon is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Obregon worked at Truist and Wells Fargo. 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 clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Todd Foley is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for three years before joining Raymond James in 2020. Outside of his advisory work, he owns the domain name swimadvisor.com. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Chad Schafer is a CFP® with 25 years of experience in the financial industry. He has worked at LPL Financial since 2018 and previously held roles at Invest Financial Corp., Securian Financial Services, Inc., and Transamerica Financial Advisors. He is based in Clearwater, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Bethanie Gore is a financial advisor with LPL Financial holding Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining LPL Financial, she worked at Northwestern Mutual in various capacities between 2023 and 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Paz Chandra is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior work experience includes roles at LPL Financial and Sii. He serves as a board member for SPT Inc. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization, supporting a variety of investment programs through affiliated broker-dealer and RIA relationships.

Shawn Isaacson is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Merrill, Bank of America, Morgan Stanley Private Bank, MML Investors Services, and MassMutual. He is based in Palm Harbor, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm uses structured discovery conversations and firm-approved tools to develop financial plans, managing approximately $2.74 trillion in client assets.

Jed Mccrumb is a financial advisor with Ameriprise in Clearwater, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameriprise since 2017, including time at Ameriprise Financial Advisors Inc., and previously at Wells Fargo Advisors. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with a focus on assets held in Ameriprise Managed Accounts and product selections that include affiliated funds.