Brandon Cooke is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Raymond James Financial Services, Inc. since 2014 and a prior position at Raymond James Financial Services Advisors Inc. from 2018 to 2020. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by diverse portfolio management styles and affiliated research resources.

Brandon Cordiano is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Morgan Stanley and H.T. Hackney, as well as a background in full-time education. Raymond James & Associates is a large, dually registered 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 services supported by a wide range of portfolio management styles and affiliated research.

Jonathan Stricker is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial and Thrivent Investment Management Inc. since 2014. He is based in Palm Harbor, Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that covers a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Tomas Gedminas is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 65 and Series 66 designations and has 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs supported by firm-approved tools and a structured planning process.

Caroline Kearney is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 13 years of industry experience. She has been with Raymond James & Associates since 2012. 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, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Michael Flores is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2016, and previously held roles at GRT LLC and New Place LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their advisory process combines quantitative screening and qualitative research to develop model asset allocations, offering non-discretionary advice with client decision-making authority.

Brian Robinson is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 66 designation and has worked at various Fidelity entities since 1999, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing proprietary fundamental research alongside quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with a focus on systematic methodologies and long-term asset allocation benchmarks.

Murphy Bradshaw is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2015. In addition to his advisory role, Bradshaw is a licensed real estate agent managing residential property transactions for himself and close contacts. 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management options and municipal advisory capabilities.

Jeffrey Kitchen is a financial advisor with Edward Jones in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is involved with Guntrack Aviation LLC, which owns an airplane and trains student pilots for military aviation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Timothy Hernandez is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked at Emory Healthcare and the Gwinnett County Department of Water Resources. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Brett Harner is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Achieva Credit Union, LPL Financial, The Golden 1 Credit Union, and Cuso Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of investment and advisory services, including portfolio management and financial planning, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Michael Lovero is a financial advisor at Ameriprise in Tampa, FL, holding a Series 66 designation with three years of industry experience. His work history includes roles at Ameriprise since 2021 and prior experience at The University of Tampa and Gino's of Lindenhurst. Ameriprise is a large institutional firm that offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm’s approach incorporates research, modeling, and tax-efficiency analysis, delivering written recommendation reports through a centralized consulting team in partnership with clients’ advisors.

John Oppenheimer II is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior roles include positions at CFA Institute, Primerica Advisors, Guardian Life Insurance Company, and several other organizations across different sectors. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary advisory mandates and model portfolios.

James Forsman is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs tools like the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations as part of its comprehensive planning process.

Lawrence Falzone is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2009, following 11 years at Concourse Financial Group Securities. In addition to his advisory role, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, institutions, pension funds, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals managing a multi-billion dollar asset base.

Jody Zellner is a financial advisor with LPL Financial in Clearwater, FL, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2021, Zellner worked at Jeffrey Matthews Financial Group LLC and Waddell & Reed. Outside of advisory work, Zellner is involved with Safe Harbor Financial Advisors LLC, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a wide range of services including financial planning, model portfolio programs, and access to third-party asset managers.

Donald Peterson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and 22 years of industry experience. He has worked with Raymond James & Associates since 2011. Outside of his advisory role, he is involved in managing personal investment entities including two LLCs that own and operate real estate. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model manager options.

Kevin Anderson is a financial advisor with Osaic Wealth based in St. Petersburg, FL. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior work includes positions at Royal Alliance Associates, Inc. and SII. Osaic Wealth serves a diverse client base including retail and institutional investors, providing comprehensive financial planning and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a variety of customizable strategies and third-party manager options.

Veronica Sullivan is a financial advisor with Morgan Stanley in Palm Harbor, FL, holding a Series 66 designation and 15 years of industry experience. Her prior work includes roles at Bank of America, N.A. and Merrill. Outside of advisory services, she is involved with Tradewinds Anesthesia LLC, where she performs bookkeeping duties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering a range of advisory programs including tailored financial planning supported by advanced modeling tools.

James Nugent is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 credential with two years of industry experience. His prior roles include positions at Fisher Investments, Raymond James, and Ameriprise Financial, as well as four years at the University of South Florida. Morgan Stanley Wealth Management provides financial advisory and planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning using proprietary tools and offers a range of investment programs.