Stephanie Morris is a financial advisor at Raymond James & Associates with two years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Edward Jones, Massage Envy, Simplicity Event Planners, and David's Bridal. 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, offering financial planning and consulting services through various specialized programs and an extensive affiliate network.

Kathleen Talboom is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 40 years of industry experience. She has been affiliated with Cambridge Investment Research entities since 1999 and currently serves as president of Essentia Financial, Inc. She is also a board member of the First Church of Christ Scientists in Clearwater, FL. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent financial professionals, offering a range of portfolio management strategies and institutional features.

Bruce Cook is a CFP® with 25 years of industry experience, currently serving as a financial advisor and branch manager at Raymond James Financial in St. Petersburg, FL. He has held roles at Raymond James Financial Services and its affiliated firms since 2006 and also owns a support company, Cook and Phillips Financial Group, where he works as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal advisor services and SIMPLE IRA Employer Advisory & Consulting Services.

James Tarantino is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as president of Gentry Hill LLC and coaches 8th grade girls basketball at Carmel Middle School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary capital market assumptions and research to tailor client plans and offers a range of advisory and capital markets services.

Bruno Ayala Garcia is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and two years of industry experience. He has worked at Merrill since 2021 and also has past experience with Bank of America, N.A. Outside of his advisory role, he is involved with Greta Services LLC, where he performs hands-on activities such as landscaping and roofing. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Pate is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 29 years of industry experience. He has been with Raymond James & Associates since 1996. 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 and advisory services that emphasize tailored, non-discretionary consulting supported by a variety of portfolio management styles and firm research.

Pamela Hinchy is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She previously worked at Morgan Stanley Smith Barney from 2010 to 2018 before joining Raymond James in 2018. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad range of clients, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Amberlee Johnson is a financial advisor at Ameriprise with 18 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Christian Vargas is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Raymond James & Associates since 2009 and previously worked at Tampa Bay Financial Planning, LLC and Raymond James Financial Services, Inc. He has received compensation related to the sale of an RJFS business. 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 plans, and charitable organizations, offering financial planning and investment consulting through various programs and supported by extensive research and portfolio management resources.

Angela Kelly is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., Raymond James & Associates, Bank of America, and Merrill. 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, pension plans, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical modeling, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

John Petika is a financial advisor with UBS Financial Services in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 1988. Outside of his advisory work, he is involved in breeding and racing thoroughbred horses as a sole proprietor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a broad range of solutions including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Michael Funsch is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2012, also working at City National Bank since 2018. Outside of his advisory role, he serves on the board and committees of several local nonprofit organizations related to health advocacy, estate planning education, and legal services access. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to client risk profiles.

Marco Giglio is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at Metlife Securities Inc from 2009 to 2017 and has been with MassMutual Life Insurance Co since 2016. In addition to his advisory role, he is a licensed insurance agent focusing on life, fixed annuities, long-term care, and health insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements using firm-approved software and tools, along with various investment and planning programs.

Lisa Galish is a financial advisor with Thrivent Investment Management, holding a Series 66 credential. She has been with Thrivent since 2025 and has prior experience that includes roles at Calvary Episcopal Church and various self-managed IRA activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of topics and offers clients the option to combine planning with managed accounts under a consolidated billing arrangement.

Kerry Mullin is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation and 23 years of industry experience. He has been associated with various Raymond James affiliates since 2016. 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 uses tailored, non-discretionary planning and analytics to support client goals and offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Gina Timko is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and UBS Financial Services. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and modeling techniques, offering both retail and institutional investment services.

Franklin Clark Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has previously worked with Securities America, Inc. and Investacorp Advisory Services, Inc. In addition to his advisory role, he operates a tax preparation and accounting services business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of securities and alternative investments.

Danielle Chaisson is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Morgan Stanley, Ascensus, Charles Schwab, and T. Rowe Price Investment Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of investment solutions combining proprietary modeling with planner guidance, emphasizing diversified, long-term portfolios and serving approximately 477,000 clients with a broad mix of managed accounts and online advice options.

Kosta Bouris is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2013 and with Raymond James Financial since 2019. 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 and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Marcus Afzali is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Carillon Fund Distributors, Inc., Morgan Stanley, and T. Rowe Price. He 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 broad client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.