Christopher Service is a financial advisor with Edward Jones in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at SEDCO and has been involved in coaching swim teams, currently serving as head coach for the Carrollwood Village Swim Team and Carrollwood Day School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Sean Morr is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. His background includes roles at Micro1, Southern Technical College, and Baycare Health Systems. 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 financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Dawn Fawcett is a financial advisor at Morgan Stanley with 22 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is involved in property management as a sole proprietor. 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, including tailored financial planning supported by firm-approved tools and strategies.

Pedro Estrada is a financial advisor with Raymond James Financial in Saint Petersburg, FL. He holds Series 63 and Series 65 licenses and has three years of industry experience. Outside of his advisory role, he owns Estrada Signing Services LLC, which facilitates loan closings and notarizes documents. 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 entities. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

Ronald Mason is a financial advisor with RBC Capital Markets in St. Petersburg, FL. He holds Series 63 and Series 66 licenses and has 29 years of experience in the industry. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and offers access to both in-house and third-party investment managers.

Bryan Lemke is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and having nine years of industry experience. He has been with Raymond James & Associates since 2015. 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 and non-discretionary investment consulting through various advisory programs and institutional consulting services.

Kerri Bandola is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jonathan Skouby is a financial advisor at Raymond James & Associates with a Series 66 designation and three years of industry experience. He previously worked at Stifel Financial and Avik Services LLC, among other positions. 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 financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Grace Bernhardt is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and seven years of industry experience. She has worked at Raymond James for a total of nine years across different roles and spent two years with Carillon Fund Distributors, Inc. 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, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting combined with various portfolio management styles and firm-supported research.

John Seward is a Series 65-licensed financial advisor with LPL Financial, bringing 21 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Invest Financial Corporation. He is also involved in accounting and tax services through his ownership of Bayshore Advisory Services and Roberts, Seward & Company, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement consulting, and brokerage services supported by in-house and third-party research.

Emily Najjar is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2024. She is based in Tampa, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling in its financial planning process.

Ian Kane is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 11 years of industry experience. Before joining Raymond James, he worked at E*TRADE Capital Management and E*TRADE Securities from 2017 to 2022, and at T. Rowe Price from 2015 to 2017. He was also involved with Clearwater Watersports during part of his career. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by extensive research and a range of portfolio management strategies.

Joseph Weston III is the Resident Director and a Wealth Management Advisor at Merrill Lynch. He has been in the financial services industry since 1997 and joined Merrill Lynch Wealth Management in 2005. He serves a select group of families, business owners, and medical professionals, providing financial planning and wealth management strategies. Joseph holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and is also a Personal Investment Advisor (PIA). He earned his Bachelor of Science degree from the University of Tampa. His professional work involves leveraging resources from Merrill Lynch and Bank of America to help clients meet their financial objectives through diverse investment solutions. His client focus areas include retirement income, legacy planning, tax minimization, portfolio management services, and liquidity management. Outside of work, Joseph enjoys adventure sports, boating, golfing, ice hockey, reading, running, traveling, and spending time with his family.

Robyn Lista is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James & Associates, she worked at Raissi & Co, Inc. and has been involved with Inspire Productions, LLC as a singer and Pure Barre as a part-time fitness instructor. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services using a variety of portfolio management styles supported by in-house research and affiliated managers.

Julian Johnson is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Citigroup, JPMorgan Chase Bank, JPMorgan Securities, and City Securities Corporation. Raymond James & Associates, Inc. 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, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Paul Manfrey is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds the ChFC® designation and Series 63 and 65 licenses, and has 37 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A., Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Kevin Carter is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and with 11 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of his advisory role, he operates a woodworking business as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Willem Marx is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Marx volunteers as a soccer coach at First Baptist Church of Indian Rocks in Largo, Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Isabella Floreani is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior roles include positions at Dimensional Fund Advisors and Morgan Stanley, as well as academic involvement at the University of Florida. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Eric Longphee is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with Raymond James & Associates since 1999. Outside of his advisory role, he is a partner in two LLCs that manage office space for his firm’s branch. 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 municipalities, offering financial planning and non-discretionary consulting through various advisory programs and affiliated research resources.