Cameron Sode is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Ameriprise, and service in the U.S. Navy. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and models, and managing approximately $2.74 trillion in client assets.

Raul Lopez Morales is a CFP® with 18 years of industry experience, currently serving as an advisor at OSAIC since 2018. Prior to this, he worked at Signator Investors Inc for 11 years. In addition to his advisory role, he provides tax advice and preparation as an enrolled agent through separate business activities. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement consulting, and managed account solutions through a large network of affiliated advisers and multiple platforms. The firm employs advanced asset-allocation tools and supports various investment options across discretionary and non-discretionary accounts.

Kristin Lysak is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes 12 years at Merrill before joining Raymond James in 2021. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Matthew Kuraya Ziyadeh is a financial advisor at Raymond James & Associates with five years of industry experience. He has held positions at Raymond James & Associates, E*TRADE Securities, Morgan Stanley, and USAA. Ziyadeh holds a Series 66 designation and 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 a diverse client base including individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Haywood Tellis is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding a Series 63 designation and bringing 36 years of industry experience. His background includes nearly three decades at MetLife Securities Inc. and over a decade with MassMutual Life Insurance Company. Outside of his advisory role, he operates as an independent insurance agent and runs Tellis and Tellis Insurance LLC, focusing on homeowners insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs, emphasizing collaborative, annual client relationships and goal-based strategies.

Charles Parks is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and has worked at OSAIC since 2020, following 21 years at Hornor, Townsend & Kent, Inc. He is also president of 21st Century Financial Inc., a marketing entity involved in insurance sales and service. OSAIC serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and uses firm-provided tools for portfolio construction and management.

Julia Murray is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has worked previously at Smile Direct Club and Hillwood Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Sophia Belilovskiy is a financial advisor with MassMutual Investors Services in Tampa, FL, holding a Series 66 designation and five years of industry experience. She has worked with MML Investors Services since 2020 and was previously employed at Levin Financial Group/MassMutual and The University of Tampa. Outside of her advisory role, she consults on organizational systems and processes through Nautilus Vantage Inv. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative annual planning engagements that focus on investment strategy recommendations.

Kenton Cardon is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Raymond James since 2016 and previously spent one year with Wells Fargo Advisors. 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, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

John Lobianco is a financial advisor with Wells Fargo Clearing in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Outside of his advisory work, he has a rental property business in St. Pete Beach, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven approach grounded in modern portfolio theory and acts as an ERISA fiduciary when providing investment advice.

Christy Falco is a financial advisor at Raymond James & Associates in St. Petersburg, FL, with 15 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2017. Her prior experience includes a position at Transamerica Financial Advisors, Inc. 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, non-discretionary investment consulting, and municipal advisory services.

Matthew Lewis is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior work includes roles at Deloitte, General Dynamics, and academic positions at Southern Illinois University and the College of Business SIUC. Edward Jones is a full-service wealth management firm with over four million clients and approximately $1.01 trillion in assets under management. The firm provides a range of advisory services to individual, institutional, and corporate clients through a large nationwide network of financial advisors and branch offices.

Nicola Saner is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 13 years with the firm. She has three years of industry experience. Saner is also preparing to manage a rental property through an LLC she formed for that purpose. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers financial planning and advisory services supported by a broad range of portfolio management styles and affiliated research.

Sean Rees is a financial advisor with OSAIC based in St. Petersburg, Florida. He holds the Series 66 designation and has four years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Securities America, Inc. He is also a notary and owns an LLC for payroll and tax purposes. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with an investment approach that includes asset allocation tools, risk assessments, and automated rebalancing across a range of securities.

Nancy Stern is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 registrations and 27 years of industry experience. She joined Raymond James in 2021 after working at Wells Fargo Clearing from 2016 to 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning and consulting services through various specialized programs.

Noah Davis is a financial advisor with LPL Financial based in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. His work history includes roles at LPL Financial, The Union Bank Company, UBC Wealth Management, and Northwestern Mutual. 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 through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management programs utilizing various investment strategies and technology tools.

Matthew Draganchuk is a CFP® with nine years of industry experience, currently affiliated with UBS Financial Services in St. Petersburg, FL. His prior experience includes roles at Cetera, Commonwealth Financial Network, Addessi Financial Partners, and Summit Financial Group. Outside of advisory work, he is involved in tax preparation services through Addessi Financial Partners. UBS Financial Services serves individual, corporate, and institutional clients by offering a range of brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through proprietary research and diverse capital markets services.

Amy Buck is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she worked for eight years at Corteva Agriscience. She is also an owner of a property planned to be used as an Airbnb starting in January 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Cameron Marcatos is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. His background also includes roles at Florida Atlantic University and Clearwater Central Catholic. 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 and financial planning services supported by structured discovery processes and proprietary planning tools.

Patrick Kelley is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Raymond James Financial Services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a focus on financial planning, third-party asset managers, and insurance product sales.