Vincent Lally is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2014. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Angela Nye is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding 27 years of industry experience. She has been with Raymond James & Associates since 1993. Outside of her advisory role, she is an owner and proprietor of a rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning and investment consulting services.

E S Martin III is a financial advisor at Merrill with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1981, as well as Bank of America since 2009. Outside of his advisory work, Martin is involved with the Tampa Bay Buccaneers and the National Football League in part-time game day roles, and he also assists with game day operations for the Outback Bowl. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Bart Riccardi is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and 30 years of industry experience. He worked at T. Rowe Price Investment Services, Inc. for 22 years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its financial planning process.

Valerie Morris is a Series 66 licensed financial advisor with UBS Financial Services in Tampa, FL, where she has worked since 2002. She has 19 years of industry experience. Outside of her advisory role, she is associated with 31 Gifts, a business she has been involved with since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management.

Aaron Middleton is a CFP® and ChFC® with seven years of industry experience. He is currently affiliated with LPL Enterprise and has prior experience at firms including Cetera, Regions Bank, The Prudential Insurance Company of America, and Edward Jones. Outside of his advisory work, he volunteers with Scarletts Sunshine, a nonprofit organization where he helps distribute flowers several times a month. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with an emphasis on access to third-party asset managers and a range of financial planning services.

Scott Robinson is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following a five-year tenure at Franklin Templeton Distributors, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs with a focus on tailored financial planning supported by structured discovery conversations and analytical tools, managing approximately $2.74 trillion in client assets.

Jodi Leonard Fardella is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2008, also working at Bank of America, N.A. since 2024. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individual and institutional clients including high-net-worth individuals and charitable organizations.

James Sorensen is a financial advisor at Edward Jones in St. Petersburg, FL, holding a Series 66 designation with one year of industry experience. Prior to his role at Edward Jones, he has been involved in various positions within the arts and media sectors, including work with multiple theatre companies, music production, and media agencies. Outside of advisory work, Sorensen has engaged in entrepreneurial activities related to talent and event production. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Jake Hayes is a financial advisor at LPL Financial in St. Petersburg, FL, with seven years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Fisher Investments, Bank of America, Merrill, and Merrill Lynch. Outside of his advisory role, Hayes is the owner of JHJK Holdings LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology and a broad product lineup.

Maria Tottle is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. Her prior roles include positions at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, and T. Rowe Price Investments. 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, institutional and pension plans, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional advisory services.

Mark Arkelian is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James & Associates since 2014. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Vincenzo Palmerino is a financial advisor at Cetera with a Series 66 designation and five years of industry experience. Prior to joining Cetera, he worked at The Richman Group and Bridgewater Associates. He is also a financial planning associate at CCR Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing a multi-manager platform with both discretionary and non-discretionary program options.

Douglas Drabik is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and 66 registrations and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles supported by affiliated research and sub-advisers.

Maxwell Winger is a financial advisor with Raymond James & Associates holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2023, he was involved in several hospitality-related ventures, including Winger Restaurant Group LLC and For the Table Hospitality. 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 charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

David Jenkins is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and having eight years of industry experience. His prior work includes five years at First Command Financial Planning and related affiliates. Outside of his advisory role, he is a co-owner of J D Investments of Tampa Inc., a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

Jeffrey Cole is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding Series 63 and Series 66 designations and 14 years of experience. He has been with various Raymond James entities since 2007. Cole serves as a committee member for the finance committee at First United Methodist Church in St. Petersburg, reviewing budgets and expenses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized municipal and retirement plan services.

Jake Crowther is a Series 66-registered financial advisor with UBS Financial Services, based in Tampa, FL, and has one year of industry experience. Prior to joining UBS in 2024, he worked at the University of Georgia from 2019 to 2024 and Jesuit High School from 2015 to 2019. 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, supported by proprietary research and a broad range of capital markets and lending programs.

Jessica Johnson is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked for Hillsborough County Schools for four years. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers for service delivery.

Jeffrey Hausinger is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tampa, FL, holding the CFP® designation and Series 65 and 63 licenses. He has 27 years of industry experience, including prior roles at Merrill and Valic Financial Advisors. Outside of his advisory work, he is president of All Seasons Accounting Services, LLC and a partner in Next Level Brands, LLC, an investor group that owns several local restaurants. 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, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals while supporting wrap-fee programs and institutional portfolio management.