Stefanie Daley is a Series 66-licensed financial advisor with Raymond James & Associates, bringing five years of industry experience. She has been with Raymond James Financial, Inc. since 2012. Outside of her advisory role, she is a certified Jazzercise instructor offering online rhythmic aerobics and strength training classes. 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, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

James Watts is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2015. Watts 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 individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Kapil Bhatia is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has been with Raymond James & Associates since 2005. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Eric Fishman is a financial advisor with Primerica Advisors in Brandon, FL, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2005. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm utilizes third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

John Pascarella is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Raymond James in 2018, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, he owns and operates an ice cream store in Lake Hiawatha, New Jersey. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, combining tailored, fact-based planning with a range of portfolio management styles and affiliated research.

Thomas Burnett is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Florida Financial Advisors and Washington Trust Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its process.

Arturo Leis Pretto is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Goldman Sachs for four years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He studied at Princeton University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a manager-solutions team to deliver customized, non-discretionary investment advice.

Steven Labelle is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 designations and bringing 29 years of industry experience. Before joining Raymond James in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors from 2015 to 2025. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Tulio Suazo Jr. is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work experience includes roles at Ferguson Enterprises LLC and Cubatico Inc. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. and Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jefferson Craft is a Series 65 credentialed advisor with 28 years of industry experience. He is currently with LPL Enterprise, having joined in 2024, and previously worked at Pruco Securities, LLC for five years. Outside of his advisory roles, he has been involved with Home Refresh LLC and Wavespin Reels, Inc., reflecting a diverse professional background including entrepreneurship. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers services such as financial planning, access to model portfolios, and third-party asset management, supported by an integrated platform that combines adviser programs with sales of other financial products including insurance.

Ryan Rodriguez is a financial advisor with LPL Financial in Tampa, FL, holding Series 65 and Series 63 licenses and eight years of industry experience. His professional background includes roles at T. Rowe Price and Suncoast Credit Union. Outside of financial services, he serves as a finance supervisor for a trucking company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios and research from both internal and third-party sources.

David Orne is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. His prior experience includes roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. 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, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

April Fisher is a financial advisor at UBS Financial Services with 11 years of industry experience. She has been with UBS since 2016 and holds Series 63 and Series 65 licenses. Outside of her advisory work, she is a New York State Notary Public and is involved with Angry Buffalo at the Rose Garden, a privately held business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies for clients.

Jonathan Zollo is a financial advisor with Equitable Advisors, holding a Series 66 designation and 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he teaches music at the Tarpon Springs High School Leadership and Music Conservatory and serves as treasurer of the Leadership Conservatory Foundation, Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Cory Kleinman is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and having nine years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory work, he serves as a Junior Advisory Board member for The First Tee of Tampa Bay, where he volunteers teaching life skills to underprivileged youth through golf. 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 high-net-worth individuals, institutions, and public entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Michael Shimberg is a Private Wealth Advisor and Managing Director at Merrill Private Wealth Management. He works with individuals, entrepreneurs, families, and businesses to address their complete wealth management needs, delivering customized support and financial oversight. Michael focuses on areas including investment management, legacy planning, estate coordination, retirement and cash flow analysis, and tax minimization strategies. He also assists business clients with qualified and non-qualified employee benefit plans. With over two decades of experience in financial services, Michael began his career as an accountant specializing in financial services and later worked with a regional brokerage firm before joining Merrill in 2003. He holds the CERTIFIED FINANCIAL PLANNER® (CFP), Certified 401(k) Professional (C(k)P®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA) designations, and serves as a Retirement Benefits Consultant. He earned a bachelor's degree in accounting from Bucknell University. Michael is involved with the Tampa community through organizations such as Meals on Wheels and Tampa Preparatory School. He resides in Tampa with his wife and two children.

Grant Hazel is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Van Eck Securities Corporation among other roles. Outside of his advisory work, he has experience as a bartender at a mobile event company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs supported by model portfolios and research.

Cindy Engle is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, following prior roles at JPMorgan Securities LLC and JPMorgan Chase from 2016 to 2018. Outside of her advisory work, she is an independent origami maker involved with the Safety Harbor Art and Music Center. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and investment models.

Kelly Shelton is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Raymond James, Shelton worked at TradeSmith and Fidelity Brokerage Services. Outside of advising, Shelton has been involved with All Seasons Wealth as an associate. 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, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to help clients implement investment strategies through its advisory programs and affiliated providers.

George Ohleyer is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2021 to 2023. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports advisory programs through a large network of advisors.