Caden Fletcher is a Series 66-registered financial advisor with LPL Financial, based in Sun City Center, FL. He has been with LPL Financial and Good Life Financial Advisor of Tampa Bay since 2023. Prior to his advisory roles, he worked at The Bog Golf Course and Heritage Isles Golf Club. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and advisory assets exceeding $819 billion.

Ryan Matiyak is a CFP® and ChFC® with 25 years of industry experience, currently affiliated with Cetera. His career includes roles at Minnesota Life and Securian Financial Services, as well as long-term involvement with The Continuing Education Academy and Harrelson Holdings Inc. He also operates OMNI Financial Services, a financial services business. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts, offering diverse portfolio management and financial planning solutions through a large network of independent advisors.

Ana Dominguez is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, following eight years at Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Patrick O'Connor is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2001 and serves as a director and member of the executive committee at Junior Achievement, where he is also involved in the finance and investment committees. 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, investment consulting, and institutional fiduciary services.

Tristen Hasson is a financial advisor at Raymond James Financial with Series 66 credentials. He has less than one year of industry experience and is concurrently affiliated with Frey Masterson Investment Advisors. Prior to his current role, he has held positions at several firms including Northwestern Mutual Investment Management and Bernardo Wealth Planning LLC. Hasson is also involved in studying for additional licenses and supports financial planning activities. 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, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA employer services.

Michael Barnett is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2019, following seven years at J.J.B. Hilliard, W.L. Lyons, LLC and two years at Edward Jones. Outside of his advisory role, he owns and manages rental properties. Robert Baird & Co. serves a diverse client base including individuals, corporate and business clients, pensions, and charitable organizations through its Private Wealth Management department. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and utilizes internal research and technology in its investment approach.

Jeremy Jones is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and nine years of industry experience. His prior work includes positions at Morgan Stanley Private Bank and Valic Financial Advisors. Raymond James & Associates is a large, dual-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, providing tailored financial planning and consulting services with a range of portfolio management styles and affiliated research.

Seth Bolno is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, he supports his wife's personal training business by managing her business records and deposits. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles and affiliated research, along with municipal advisory services and employer retirement plan consulting.

Andrew Mc Ilvaine is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and having nine years of industry experience. He previously worked at Morgan Stanley and Cushman & Wakefield. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, using a range of portfolio management styles supported by affiliated research and sub-advisers.

Salvatore Di Natale II is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2023. Prior to that, he was affiliated with Securities America in various capacities and has experience outside finance, including five years at ABC Hardware and Rental. 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, institutional investors, and municipal entities, offering financial planning and consulting through various specialized programs and portfolio management styles.

Charles Falor is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He has been with Raymond James Financial since 2009 and also has entrepreneurial involvement as a partner owning 12% of a business outside the investment sector. 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 uses tailored, non-discretionary planning and advanced analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Keith Rust is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2011 and also works with Raymond James Financial Services. Rust serves on the board and Finance/Investment Committee of The Florida Orchestra, a nonprofit organization. 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, and offers financial planning and consulting services supported by a broad range of investment management styles and affiliated research.

Heath Howell is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and previously worked at T. Rowe Price for nine years before joining Raymond James. 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 and non-discretionary investment consulting supported by a nationwide network of advisers.

Michael Dunlap is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC and Applus IDIADA Karco. 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 wide range of clients including individuals, institutions, and charitable organizations, providing financial planning and consulting services with a variety of portfolio management styles and affiliated research.

Jonathan Wax is a CFP® professional with 30 years of industry experience, currently serving at Raymond James Financial in Tampa, FL. He has worked at Raymond James Financial Services, Inc. since 2002 and was a principal at Waller & Wax Advisors, Inc. for ten years. Wax is active in several nonprofit organizations in the Tampa area, holding board and finance committee roles with Champions for Children, Conn Memorial Foundation, and Copperhead Charities. 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 employs analytical tools and risk profiling to deliver tailored, non-discretionary planning and consulting solutions and supports an extensive network of advisors and affiliated firms.

Robert Shields is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2015. Prior to entering financial services, he played professional baseball for six years after being drafted by the New York Mets in the third round of the Major League Baseball draft at age 21. His personal experience working with a financial advisor during his athletic career inspired him to pursue a career helping individuals and families meet their financial goals. Since beginning his financial services career in 2014, Robert has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Private Wealth Advisor® (CPWA®) designations. He works with a diverse client base, including professional athletes, business owners, and physicians, focusing on areas such as retirement planning, family wealth management, legacy planning, and managing new wealth. Robert emphasizes collaboration with clients’ professional teams to coordinate comprehensive wealth management strategies. Robert holds a bachelor’s degree from Florida Southern College, where he attended on a baseball scholarship. He is active in his community, serving on the Board of Directors for Bayshore Little League and coaching a boys’ team. His personal interests include baseball, golf, fishing, boating, cooking, and spending time with his wife and two children in Lakewood Ranch, Florida.

James Ritchie is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Hartford Funds Management Company. 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, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a broad range of portfolio management styles and affiliated research.

Garrett Sweeterman is a Financial Advisor with Merrill Lynch Wealth Management, serving families and businesses in the St. Pete community. He focuses on understanding his clients’ financial priorities to provide appropriate solutions aimed at achieving their goals. Garrett emphasizes honest and authentic financial advice as a cornerstone of his practice. Garrett holds a Bachelor's Degree from Florida State University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he enjoys baseball, basketball, boating, fishing, football, scuba diving, and spending time with his family.

Nicholas Stylos is a financial advisor with LPL Enterprise, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Ameriprise Financial Services, Inc. Stylos also operates ClearView Wealth Management as a financial planner. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s services include financial planning, access to third-party asset managers and TAMPs, and model-driven investment implementation.

Gerri Price is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Raymond James since 2004, including 13 years with the firm’s advisory division. 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 provides tailored, non-discretionary planning and uses advanced analytical tools to support client goals, with specialized offerings in municipal and public finance as well as SIMPLE IRA Employer Advisory programs.