Michael Campoamor is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing for ten years prior to joining Wells Fargo Advisors. Outside of his advisory role, he has partial ownership in a recreational hunting property through C&M Ranch LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Mark Scaglione is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He worked at UBS Financial Services for 31 years before joining Stifel Nicolaus & Co. Inc., where he has been since 2019. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Cameron Sode is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Ameriprise, and service in the U.S. Navy. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and models, and managing approximately $2.74 trillion in client assets.

Kristin Lysak is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes 12 years at Merrill before joining Raymond James in 2021. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Matthew Kuraya Ziyadeh is a financial advisor at Raymond James & Associates with five years of industry experience. He has held positions at Raymond James & Associates, E*TRADE Securities, Morgan Stanley, and USAA. Ziyadeh holds a 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 diverse client base including individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Alvin Owens is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers plans that utilize structured discovery and firm-approved tools to model financial outcomes.

Gary Kleinman is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 63 credential and over 43 years of industry experience. He has been with Raymond James for 25 years and concurrently serves as Treasurer at Hancor Promotions Inc., a role he has held for more than two decades. Additionally, he acts as trustee for a personal family trust, managing investments on behalf of his daughter. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering non-discretionary financial planning and investment consulting supported by various portfolio management styles and affiliated research.

Julia Murray is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has worked previously at Smile Direct Club and Hillwood Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

John Few is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. Few serves on the board and finance committee of the Hillsborough County Bar Foundation. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates a range of investment programs and strategies within its service model.

Sophia Belilovskiy is a financial advisor with MassMutual Investors Services in Tampa, FL, holding a Series 66 designation and five years of industry experience. She has worked with MML Investors Services since 2020 and was previously employed at Levin Financial Group/MassMutual and The University of Tampa. Outside of her advisory role, she consults on organizational systems and processes through Nautilus Vantage Inv. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative annual planning engagements that focus on investment strategy recommendations.

Kenton Cardon is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Raymond James since 2016 and previously spent one year with Wells Fargo 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 a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Christy Falco is a financial advisor at Raymond James & Associates in St. Petersburg, FL, with 15 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2017. Her prior experience includes a position at Transamerica Financial Advisors, Inc. 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 municipal advisory services.

Nicola Saner is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 13 years with the firm. She has three years of industry experience. Saner is also preparing to manage a rental property through an LLC she formed for that purpose. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers financial planning and advisory services supported by a broad range of portfolio management styles and affiliated research.

Nancy Stern is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and having 28 years of industry experience. She has worked at Raymond James & Associates since 2021 and previously spent several years with Wells Fargo Clearing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, institutional fiduciary solutions, and municipal advisory services, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Matthew Draganchuk is a CFP® with nine years of industry experience, currently affiliated with UBS Financial Services in St. Petersburg, FL. His prior experience includes roles at Cetera, Commonwealth Financial Network, Addessi Financial Partners, and Summit Financial Group. Outside of advisory work, he is involved in tax preparation services through Addessi Financial Partners. UBS Financial Services serves individual, corporate, and institutional clients by offering a range of brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through proprietary research and diverse capital markets services.

Cameron Marcatos is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. His background also includes roles at Florida Atlantic University and Clearwater Central Catholic. 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 and financial planning services supported by structured discovery processes and proprietary planning tools.

Patrick Kelley is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, and Raymond James Financial Services. He is involved with ClearPath Advisory Group, LLC, an entity related to his LPL business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Kirsten Seymour is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation and 22 years of industry experience. She previously worked at RBC Capital Markets Corporation for 11 years before joining Raymond James and Frey Masterson Investment Advisors, where she currently serves as an associate involved in client services and trade support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning tools and supports municipal and public finance work, with specialized programs such as SIMPLE IRA Employer Advisory and partnerships with professional organizations.

Bryan Mc Kay is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Sandy Morris Financial and Brightway Insurance. 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 municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide adviser force.

Gregory Sapp is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James & Associates since 2015. His career includes roles at Raymond James Financial and Raymond James Financial Services, Inc. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.