Nicholas Grande is a financial advisor with LPL Financial based in Clearwater, FL. He holds the Series 66 designation and has professional experience including roles at Bank of America and U-Vest Financial. Nicholas's background also includes work in various service industry positions and full-time studies prior to entering financial advising. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by technology tools and a broad platform that includes financial planning, model portfolios, third-party asset management, and institutional programs.

Steven Romanoff is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with Raymond James & Associates since 1992. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Matthew Doyle is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at LPL Financial and previously held roles at Raymond James & Associates and Raymond James. Outside of advising, he has been involved with Gulf Beach Weddings, a non-investment business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Barry Strickland is a financial advisor at Raymond James Financial with 15 years of industry experience. He previously worked at Morgan Stanley and its Private Bank from 2015 to 2019 before joining Raymond James and its affiliated entities. He holds Series 63 and Series 66 licenses. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and offers programs such as wrap-fee advisory services and municipal advisory capabilities.

Jeane Andersen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Hirschberger Financial Services and the University of Pittsburgh. Andersen has a varied background with experience in both financial services and other sectors. 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 institutions. The firm offers tailored, non-discretionary planning and consulting, employing analytical tools and risk profiling to support client goals and has a distinct municipal advisory affiliation uncommon among large institutional advisors.

Cheryl Richardson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior experience includes ten years with T. Rowe Price and a brief tenure at T. Rowe Price Investment Services, Inc. before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional clients, charitable organizations, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, delivering tailored plans supported by extensive research and multiple portfolio management styles.

Benjamin Damsker is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors. Outside of his advisory role, he serves as a board member, treasurer, and finance chair for Morton Plant Mease Healthcare, where he participates in meetings related to hospital expansion, fundraising, and community advocacy. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Brian Kilczewski is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Raymond James in 2024, he worked with Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 10 years. Outside of his advisory role, he assists with The Peaceful Stitch, LLC, a crochet craft business owned by his spouse. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christopher Smoak is a financial advisor with LPL Enterprise in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has previous experience at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is also registered as a personal lines agent for property and casualty insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and wrap programs, alongside affiliated trust, insurance, and lending services.

Denise Samson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding 37 years of industry experience. She has been with Raymond James & Associates since 1986. 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 and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Carolyn Bell is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021. Prior to her current role, she worked in dental-related positions from 2016 to 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Mason Wellborn is a Series 66 licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, where he has worked for 10 years. He has six years of industry experience overall. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services among other solutions.

Benjamin Erney is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and FP Solutions RI. His background also includes roles at Kutztown University of Pennsylvania and Penn State University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional investors, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing multiple portfolio management styles and affiliated research resources.

John Golon is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. His background includes roles at Raymond James since 2021 and prior positions at Florida State University and CenterState Bank. Raymond James & Associates is a large firm overseeing approximately $501 billion in assets, serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, employing a variety of portfolio management styles supported by extensive research and affiliates.

Michael Tormey is a financial advisor at Edward Jones in Tampa, FL, holding a Series 63 designation with 37 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Debra Barron is a financial advisor at Primerica Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses with eight years of industry experience. She has been with Primerica Advisors since 2017 and previously worked at PFS Investments Inc. and 15th Street Farm N. Primerica Advisors sponsors a wrap-fee asset management program focused primarily on individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of advisors.

Stacey Ellis is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at RBC Capital Markets since 2013 and was previously with CI Doyle Private Wealth, LLC from 2011 to 2013. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on each client’s Advisory Risk Profile and utilizes both in-house and third-party investment managers and model providers.

Joshua Curran is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 65 designation and 16 years of industry experience. He has been with Raymond James & Associates since 2010 and has also been affiliated with the University of Tampa since 2009. 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, institutions, and public entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Noreen McClure is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. She holds Series 63 and Series 66 designations and has 34 years of industry experience, including 16 years at Raymond James. Outside of her advisory role, she serves as a power of attorney in a family matter involving elder care and Medicaid applications. 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 that includes individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through various portfolio management strategies and affiliated research resources.

Michael Burrows is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Primerica Advisors since 2016 and has prior professional experience with organizations including the Lummi Indian Business Council and Zales Corp. Outside of his advisory role, he is involved in sales of home security and automation product referrals through a Primerica affiliate. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies from unaffiliated asset managers and supports advisory services through a large network of financial advisors.