Conor Burkart is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, with one year of industry experience. His prior roles include positions at Lake Michigan Credit Union, Directed Capital, and Burkart Financial Group. 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, pension plans, and municipal entities—and offers a range of financial planning and investment consulting services through both Wealth Advisory and Institutional Fiduciary Solutions divisions.

Michael Rhoads is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. Outside of his advisory role, he is an owner and partner of Rhoads Traveler LLC, a residential investment property business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting delivered through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, providing a range of advisory and brokerage services.

Maria Bonino Houserman is a financial advisor with LPL Financial in St. Petersburg, FL, holding a Series 66 designation and 26 years of industry experience. She worked at Ameriprise from 2000 to 2013 before joining LPL Financial, where she has been since 2013. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jordan Milani is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MassMutual and Bankers Life in various advisory roles. In addition to his advisory work, Milani is also licensed as an insurance agent specializing in life and health insurance. 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 institutional clients. The firm uses analytical tools and customized planning to support non-discretionary consulting and manages specialized programs such as wrap-fee advisory services and municipal advisory work.

Kevin Stryker is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to Ameriprise, he worked at Raymond James Financial Services and Raymond James & Associates. He also serves as a financial advisor at Centennial Bank in Tampa, FL. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Payne Curley is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Raymond James, Curley worked in education for 17 years. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Thomas Ghebrai is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, he worked for Morgan Stanley and has also spent time in roles outside of financial services, including at Berns Steakhouse and University of South 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, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor its non-discretionary planning and consulting services and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Christian De Sario is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James and its affiliated entities since 2018 and previously worked at INVEST Financial Corp. and The Good Company. 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, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Kyle Richardson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has been with Raymond James and its affiliated entities since 2015. 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, non-discretionary investment consulting, and institutional fiduciary services through various advisory programs.

Thomas Moriarty is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He worked at Signator Investors, Inc. for two years before joining OSAIC in 2018. Moriarty serves on the Finance Council of the Diocese of St. Petersburg as a nonprofit member advising the Bishop. OSAIC serves a broad mix of individual and institutional clients through a large network of affiliated advisors and multiple platforms. The firm offers integrated brokerage and advisory services with portfolio construction tools and access to third-party managers, supporting both discretionary and non-discretionary accounts.

Maria Bollo is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors, 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 financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Andrew Kocisky is a financial advisor at Edward Jones in St. Petersburg, FL, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Patricia Hamblen is a financial advisor with Merrill in Saint Petersburg, FL, holding Series 63 and Series 65 licenses with 37 years of industry experience. She has worked at Merrill since 1999 and Bank of America since 2011. Outside of her advisory role, she is a power of attorney for Global Hospitality Marketing Link, a for-profit S-Corp. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Cherry is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 13 years of industry experience. She previously worked at T. Rowe Price Investment Services, Inc. before joining Raymond James in 2019. 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, investment consulting, and municipal advisory services.

Andrew O'Neil is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. 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 clients, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Edward Long is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 15 years of industry experience. He previously worked seven years at Morgan Stanley Private Bank before joining Raymond James in 2019. 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, pension and profit-sharing plans, and charitable organizations, providing financial planning, investment consulting, and institutional fiduciary services.

Joseph Novak is a Series 66-credentialed financial advisor at Raymond James & Associates with seven years of industry experience. He has worked with Raymond James Financial Services, Inc. since 2020 and also has involvement with Admiral Farragut Academy and St. Petersburg Aquatics. 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, non-discretionary investment consulting, and specialized municipal advisory services.

Kostas Mattis is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, where he has worked since 2007. He has 13 years of industry experience. 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, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network and a range of portfolio management styles.

William Kastin is a Financial Advisor at Merrill Lynch Wealth Management. He is dedicated to assisting clients and their families in making important financial decisions with clarity and confidence. By providing personalized advice and thoughtful planning with a long-term perspective, he helps clients pursue their financial goals, protect their assets, and focus on what matters most to them. William holds a Bachelor's Degree from St John's University.

Donald Phillips Jr. is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He previously worked at T. Rowe Price Investment Services for 13 years before joining Raymond James in 2019. 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 and investment consulting through various advisory programs.