Nicholas Slater is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds a Series 66 designation and has 12 years of industry experience. His career has been primarily with various entities of Raymond James since 2015. 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, non-discretionary consulting, and institutional fiduciary services.

Arno Utegg Jr. is a financial advisor with Raymond James & Associates holding a Series 66 designation. He has recently entered the industry and joined Raymond James in 2026. His prior work experience includes roles at University of San Diego, Paylocity, Paycom, Tebra, Flamingo Deck, Artemis Consulting, and LPL Financial. 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 wide range of clients including individuals, institutional and pension plans, and offers financial planning, non-discretionary investment consulting, and municipal advisory services.

Alex Mc Namara is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Morgan Stanley, his work experience spans a variety of industries, including roles at Purlgata Supply LLC and Total Quality Logistics. Outside of finance, he has been involved with Purlgata Supply LLC, an entrepreneurial venture. Morgan Stanley Wealth Management is an SEC-registered investment adviser offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by firm-approved tools and invests approximately $2.74 trillion in client assets.

Joel Manings is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients since 1991. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and is a Senior Portfolio Manager in the Merrill Investment Advisory Program. In this role, he manages personalized and defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. His primary responsibilities include portfolio management and assisting clients in planning, structuring, and managing their financial affairs. Joel’s expertise encompasses college education planning, family wealth management, legacy planning, retirement income, philanthropic planning, and tax minimization. He works with a diverse clientele, including individuals, families, business owners, corporate executives, and retirees. Joel earned a Bachelor’s degree in Business Management and Finance from the University of Tampa and a Master of Business Administration from the University of Florida. He holds additional professional designations as a Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). In addition to his professional work, Joel is actively involved in the community. He serves on the board of the PARC Center for Disabilities in St. Petersburg, Florida, and has participated in various Treasure Island City Government committees. He also contributes to several local charities. Joel resides in Treasure Island with his wife, Vanessa, and their three sons. His personal interests include travel, photography, boating, tennis, reading, and supporting the Tampa Bay Rays baseball team.

Paris Manis is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, he worked at First Command Advisory Services and held multiple positions within the First Command organization. He is also an officer in the Florida National Guard, serving as a Financial Management Officer. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and a range of investment programs with client assets totaling approximately $2.74 trillion.

Victor Jones is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Raymond James, he worked at Hantz Financial Services and has a background in retail and education. Outside of his advisory role, Victor owns 586ComeUp, a business focused on buying and selling clothing, sneakers, collectibles, and electronics online, and also provides sneaker cleaning and restoration services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented approach supported by analytical tools and also provides specialized municipal advisory and SIMPLE IRA consulting services.

Corey Charles is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, he worked at Fisher Investments and has a decade of experience running Quiet Storm Surf Shop. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured discovery conversations and advanced planning tools.

Stephen Sannuto is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 66 and Series 63 licenses and having three years of industry experience. Prior to joining Morgan Stanley, he was self-employed and worked in various roles across multiple industries, including pest control and food service. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools to develop plans, with clients responsible for implementation and updates.

Sladjana Pokrajac is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 63 licenses with 13 years of industry experience. She previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Outside of her advisory role, she co-owns a long-term rental property with her husband. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a broad range of portfolio management strategies and affiliated research.

Joseph Delguidice is a financial advisor with Osaic Wealth Inc and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including 23 years at Valic Financial Advisors and roles at Agia and West Coast Landscape. He is the owner of AssetTree Wealth Management, advising clients on investment and income planning, and holds a pest control license used for consulting purposes outside of client advisory services. Osaic Wealth serves a diverse client base ranging from individual investors to institutional and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various tools and third-party manager programs.

Michael Bombara is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2001, with a brief tenure at Lincoln Financial Distributors. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Danny Vargas is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 66 and Series 63 licenses with 12 years of industry experience. He has been with Morgan Stanley since 2015, including time at Morgan Stanley Private Bank, N.A. since 2022. 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 and tailored financial planning services supported by structured discovery and advanced planning tools.

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 at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, Raymond James, and JPMorgan Chase Bank, N.A. prior to his current role. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities than many institutional programs.

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 with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing one year of industry experience. He has worked at Morgan Stanley since 2024 and previously operated Bennett Financial LLC since 2021. Before his advisory career, he spent six years working in education. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery tools and modeling techniques, with clients responsible for implementing and maintaining their plans.

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 at OSAIC with 33 years of industry experience. He holds the PFS™ designation and Series 63 license. His prior experience includes roles at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of advisory work, he is an improv actor and comedian and serves as an Investment Committee Member for the Tampa Museum of Art. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by a range of discretionary and third-party manager strategies.

Amanda Miller is a Series 65-licensed financial advisor with 17 years of industry experience. She is currently with LPL Financial and has previously worked at Agia and Valic Financial Advisors. Amanda also serves as a notary. 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. The firm offers a range of financial planning and investment management solutions supported by proprietary research and technology, serving a broad network of over 22,800 advisors.