Michelle Mauritz is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has 24 years of industry experience. She has been with Raymond James since 2015 and previously worked at HSBC Securities (USA) Inc. for seven years. 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, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliate resources.

Damien Bertucelli is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2002. Outside of his advisory role, he serves as CEO of Tampa Bay Businesses For Culture And the Arts and is a board member of the Warehouse Arts District Association. Raymond James & Associates 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, and offers a range of financial planning, consulting, and municipal advisory services.

Patrick Doyle is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at AGIA and VALIC Financial Advisors. Outside of his advisory role, he is an agent involved with non-securities insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services through a network of investment adviser representatives, utilizing various investment strategies and technology tools.

Joseph Meyer is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2013. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports a range of advisory programs, with a notable presence in municipal and public finance advising.

Ryan Morse is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1995 and is also the owner of Centravest Financial, Inc., a business support company based in St. Petersburg, FL. 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 investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Dennis Rao is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and has prior work experience that includes positions at Wake Forest University and Sherwin-Williams. 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 and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Fernando Vidal Otero is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2009. Outside of his advisory role, he is the managing member of FVOESQ, LLC, a non-investment related business based in Orlando, Florida. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth investors—along with pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm offers financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives and supported by third-party asset managers and sponsored advisory programs.

Kelly Anderson is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has worked at several notable firms, including Morgan Stanley and The Ayco Company, a Goldman Sachs affiliate. Anderson holds Series 63 and Series 65 licenses and is based in St. Petersburg, Florida. 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 financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Ian Beresford is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2008 and is currently based in St. Petersburg, Florida. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools and maintains unique offerings such as municipal advisor affiliation and SIMPLE IRA Employer Advisory & Consulting Services.

Cameron Cobb is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley, he worked at 717 Parking Enterprises and has a background in education, having taught at the University of South Florida, Wharton High School, and Liberty Middle School. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning using firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that include corporate financial planning agreements and various investment and planning strategies.

Benjamin Bristol 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, he was associated with Gradient Securities LLC and has held diverse roles at organizations including the University of North Dakota and MarineMax. Raymond James & Associates is a large firm that serves a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Matthew Harring is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2013. Outside of his advisory role, he owns an IT consulting business serving small medical offices. 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 charitable organizations, offering financial planning and non-discretionary investment consulting through various programs and affiliated research.

Kevin Hackett is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 66 and Series 63 designations and 18 years of industry experience. His career includes extensive tenure at Wells Fargo Clearing, interspersed with roles at Wells Fargo Bank, NA and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Adam Palmer is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and UBS Financial Services. Palmer serves on the board and investment committees of the YMCA Tampa Metropolitan Area. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Justin Brolin is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation and with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Your Boat Club and held various positions in local government and education. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery tools and firm-approved methodologies.

Taylor Keiderling is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining Raymond James in 2022, he worked at Morgan Stanley from 2018 to 2022 and at T. Rowe Price in 2017. Raymond James & Associates is a 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 financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Diane Enterlein is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, ClearPath Advisory Group, American Integrity, Rodan And Fields, and Allstate Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services such as financial planning and access to third-party asset managers.

Maureen Atieno is a Financial Consultant currently working at Fidelity Investments, a role she has held since 2022. Prior to this, she served as a Planning Consultant at Fidelity Investments from 2021 to 2022, and as a Financial Advisor at Morgan Stanley from 2013 to 2021. Throughout her career, Maureen has focused on partnering with clients to provide relevant tools and proactive guidance aimed at helping them gain and maintain confidence in their financial decisions. She emphasizes accountability and works alongside clients to support their financial well-being. Maureen's personal interests include fitness, motorcycles, parenthood, reading, traveling, and volunteering.

Diana Persaud is a financial advisor with LPL Financial in Tampa, FL, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. She has worked at LPL Financial since 2012 and previously held positions at New England Securities and Uvest Financial Services Group, Inc. Persaud is also involved in non-variable insurance products and health and dental insurance through her business activities. 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 wide range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Daniel Regner is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has been with Raymond James & Associates since 2016. 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 clients, and government entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.