Stephen Sannuto is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding Series 66 and Series 63 credentials with two years of industry experience. Prior to joining Morgan Stanley, he was self-employed and held various roles in different industries. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing a structured planning process supported by firm-approved tools.

Sladjana Pokrajac is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles and firm research.

Michael Bombara is a financial advisor at Fidelity with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliated advisory firms since 2010. Based in Clearwater, FL, he currently works within Fidelity’s institutional platform. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on systematic methodologies and long-term asset allocation.

Danny Vargas is a financial advisor at Morgan Stanley in Tampa, FL, with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank since 2022. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and approved planning tools in its financial planning services.

Kevin Mc Knight is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding a Series 66 credential with six years of industry experience. He previously worked at Franklin Templeton Investments from 2016 to 2019 before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Neda Hooks is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at various Morgan Stanley entities since 2010. Outside of her advisory role, she is a partner in Swan Capital Properties, LLC, a company involved in property management and investment activities. 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, including tailored financial planning supported by structured tools and methodologies.

Andrew Murphy is a financial advisor with J.P. Morgan Securities in Largo, FL, holding a Series 66 credential and four years of industry experience. His prior work includes roles at Bank of America, Merrill, Raymond James, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Samuel Aspinwall is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he is a partner and owner of 7 Golf Tango LLC. 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 tailored financial planning and investment consulting through various specialized programs and a range of portfolio management styles.

Eric Bennett II is a financial advisor at Morgan Stanley in Tampa, FL, with one year of industry experience. He holds Series 63 and Series 66 licenses and has prior experience with Bennett Financial LLC and Bankers Life and Casualty Company. Outside of his advisory role, he is the sole proprietor of Bennett Financial, an insurance-related business. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools to develop financial plans, although clients are responsible for plan implementation and updates.

David Long is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 21 years of industry experience, having worked at various divisions of Raymond James since 2016. Outside of his advisory role, he is the owner of a small photography business. 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 municipalities, offering tailored financial planning and consulting with a range of portfolio management and research resources.

William Cummings is a financial advisor with Osaic Wealth, Inc. based in Tampa, FL, holding the PFS™ and Series 63 designations with 33 years of industry experience. Prior to joining Royal Alliance Associates, Inc. in 2018, he worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he is active as an improv actor and comedian, and serves as an Investment Committee member for the Tampa Museum of Art. OSAIC Wealth, Inc. serves a broad client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through multiple advisory platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include a range of securities, supporting both discretionary and non-discretionary accounts.

Amanda Miller is a Series 65-licensed financial advisor with 17 years of industry experience. She has worked at LPL Financial since 2024 and previously held roles at Agia and Valic Financial Advisors. Outside of advisory services, she is a notary and operates investment-related business entities connected to her LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing strategic and tactical investment approaches supported by in-house and third-party research.

Darius Sabbides is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates since 2017. Prior to his advisory role, he was associated with Fis and spent a year at Dr. BBQ. 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, investment consulting, and municipal advisory services.

Alexander Drexel is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James & Associates since 2015. 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 and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Cheryl Baker is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 25 years of industry experience. She has been with Linsco / Private Ledger Corp., now part of LPL Financial, since 2002. Cheryl is also a licensed notary in St. Petersburg, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research through a broad network of investment adviser representatives.

Shaylan Patel is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, Patel worked at PricewaterhouseCoopers and has experience with several other firms and ventures, including The Family Clothesline. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by firm-approved tools and a structured planning process.

Michael Collins is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Raymond James Financial and Raymond James Financial Services. Collins is also associated with Bluewater Financial and Agape Financial Inc. as investment-related business entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced portfolio management techniques.

Christine Tharp is a financial advisor at Raymond James & Associates with 36 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2013. The firm serves a broad client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions. Raymond James & Associates oversees roughly $501 billion in assets and provides a range of portfolio management styles supported by affiliated research and model manager options.

Joseph Schaefer is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds a Series 66 designation and has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Tampa, FL. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products through its integrated platform.

Keith Mc Ginnis is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones for five years and concurrently at DFCU Financial and CUSO Financial Services since 2023. From 2005 to 2018, he was involved with Creative Mailbox Designs. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.