Laurie Martin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and with 28 years of industry experience. She has been with Raymond James & Associates since 2008. Raymond James & Associates, Inc. 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 municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Alena Barlow is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 25 years of industry experience. She has worked at Raymond James Financial Services and Raymond James & Associates since 2020 and previously spent 11 years at Transamerica Financial 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 individuals, institutional clients, pension plans, and charitable organizations with financial planning, non-discretionary investment consulting, and specialized advisory services, including municipal advisory and employer consulting programs.

Zachary Strutt is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation and having 10 years of industry experience. He has been with various Raymond James entities since 2016. Outside of his advisory role, he is involved in a rental real estate business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals, with a notable affiliation supporting municipal and public finance work.

Samantha A Parker Hopkins is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Paul Lentini is a financial advisor with Raymond James & Associates, holding the CFP® and ChFC® designations and possessing 25 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2018. Lentini serves as a board member for LEO Family Fun Day, Inc., an organization that raises funds for the Pasco County Fallen Law Enforcement Officers Memorial foundation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets, serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and consulting services with a focus on tailored, non-discretionary advice supported by comprehensive research, multiple portfolio management styles, and municipal advisory capabilities.

William Morrison is a Series 66 licensed financial advisor with 27 years of industry experience. He has worked at Osaic Wealth, Inc. since 2021, following roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. He is involved in succession planning through a sole proprietorship and holds responsibilities in compliance and administrative functions with affiliated financial entities. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a broad set of investment solutions, utilizing asset-allocation tools and third-party platforms to customize and manage portfolios.

Nameer Hanna is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Oakland University. He is based in Tampa, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a financial planning process that uses structured discovery and firm-approved planning tools.

Thom Newcomb is a financial advisor at Ameriprise with 26 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2005. Outside of advising, he owns and operates several small businesses, including a beverage distribution company and an entity managing a distribution agreement for an energy drink. Ameriprise serves primarily clients approaching or in retirement, offering retirement-income planning that integrates research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Christopher Jett is a financial advisor at Raymond James & Associates with 7 years of industry experience. He has been with Raymond James & Associates since 2007. He holds the 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 broad client base including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Richard Schaefer is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools.

Laura Blaya is a financial advisor at Raymond James & Associates with six years of industry experience. She has been with Raymond James since 2017 and previously worked at The Heckman Group. Laura holds the Series 66 designation and is based in St. Petersburg, Florida. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Matthew Gourgues is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 14 years of industry experience. He previously worked at USAA Financial Planning Services and USAA Financial Advisors before joining Raymond James in 2019. Outside of his advisory role, he is the owner and manager of Nawlins Snowballs LLC, a mobile concession trailer business selling shaved ice treats. 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, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Kari Larocco is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Larocco serves on the University of Tampa Board of Fellows and is involved in entrepreneurial activities including managing a personal brand and acting as a brand ambassador for a cycling and triathlon apparel company. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Yandri Arces Obregon is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Obregon worked at Truist and Wells Fargo. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Todd Foley is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for three years before joining Raymond James in 2020. Outside of his advisory work, he owns the domain name swimadvisor.com. 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 institutional fiduciary solutions.

Sanjiv Saste is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with Morgan Stanley. He previously worked at All Seasons Wealth and Raymond James Financial Services. Outside of his advisory role, he owns and operates SMS Consulting LLC, a technology business based in Tampa, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools.

Chad Schafer is a CFP®-certified financial advisor with 25 years of industry experience. He has worked at LPL Financial since 2018 and previously spent four years with Invest Financial Corp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Brian Rowland is a financial advisor with Edward Jones in Tampa, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Zachry Marshall is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Command Advisory Services and related First Command entities for nearly a decade. In addition to his advisory role, he is an independent insurance agent and president of 813 Financial LLC. Cambridge Investment Research Advisors serves a wide range of clients—including individuals, retirement plans, and charitable organizations—by providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple portfolio management options and combines proprietary strategies with access to third-party managers to tailor investment approaches.

Sumaiyya Khan is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. She currently works at Raymond James & Associates and previously was employed at Sabal Trust Company, Premier Family of Companies, and the New Jersey Turnpike Authority. 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, high-net-worth clients, institutions, pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.