Frank Abston Jr. is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked for FTB Advisors, Inc. for 10 years before joining LPL Financial in 2025. 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, utilizing both discretionary and non-discretionary strategies.

Brian Fornuto is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, Mr. Fornuto owns and operates an electric bike tour company, Tour St. Pete. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

William Linville is a Series 66-licensed financial advisor with J.P. Morgan Securities in Tampa, FL, with three years of industry experience. His background includes roles at JPMorgan Chase Bank, JPMorgan Private Bank, and Fidelity Investments. Outside of finance, he worked with Soflo SAT Tutors and was affiliated with the University of Florida. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory approach focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Josue Wong is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase, and Wells Fargo entities. Outside of his advisory work, Wong is involved in app development projects focused on sharing EV charging station locations and providing beauty advice. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Randall Carter is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 63 designation and 42 years of industry experience. He has been with Morgan Stanley and its affiliated firms since 2009, including the Morgan Stanley Private Bank since 2015. Outside of his advisory work, he is a sole proprietor involved in property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.

Clifford Cook is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 63 designation and over 41 years of industry experience. He has been with Raymond James since 2015 and is also the owner and president of Clifford Cook Wealth Management, a support company based in St. Petersburg, Florida. 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, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Tammy Kaplan is a financial advisor at Fidelity with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Merrill, Chase Investment Services Corp., and Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction that combines fundamental research with quantitative analysis and algorithmic methods.

Sandi Jodanovic is a financial advisor at Raymond James & Associates with five years of industry experience. She holds the Series 66 designation and has worked at various Raymond James entities since 2018. Prior to her career in financial services, she was employed at CVS Pharmacy for five years. 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, institutional investors, and municipal entities, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Sabrina Panek is a financial advisor at Raymond James & Associates with six years of industry experience. She holds the Series 66 designation and has worked at firms including Scarborough Capital and World Aware. Based in St. Petersburg, FL, she has a background that spans both financial services and other sectors. 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 charitable organizations, and offers a range of financial planning and consulting services through multiple advisory programs.

Ashlee Miller is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2019, following prior roles at Citi and Hilltop Securities. 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 investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

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, holding a Series 66 designation and 10 years of industry experience. He previously worked at Merrill for one year before joining various Raymond James entities, where he has worked since 2016. Outside of his advisory role, he manages a rental property in St. Petersburg, Florida. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with institutional consulting and portfolio management.

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 in Largo, FL, holding CFP® and ChFC® designations and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group. Lentini serves as a director for LEO Family Fun Day, Inc., planning an annual event supporting law enforcement families and related charitable causes. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and investment consulting through various advisory programs and emphasizes tailored, non-discretionary planning supported by proprietary research and multiple portfolio management styles.

William Morrison is a financial advisor at Osaic Wealth, Inc. with 27 years of industry experience. He holds a Series 66 designation and has worked previously at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory role, he operates a succession planning business under a sole proprietorship. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization with access to discretionary and third-party investment strategies.

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 Grover is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation. He has been with Raymond James & Associates since 2025 and has prior experience at Praxis - S10, Walters & Associates, and Grover Structural Solutions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a diverse range of clients, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by various portfolio management approaches and affiliated research.