Christopher Wheatley is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Brokerage Services LLC and Morgan Stanley in various roles. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Patrick Shurdut is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with four years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Wealth Management since 2020, with prior experience at Equitable Advisors LLC. Before entering the financial industry, he spent several years at Bryant University and Scituate High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and a variety of advisory programs, utilizing structured planning processes and advanced modeling tools to assist clients.

Jonathan Elston is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, Florida, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been associated with Raymond James in various capacities since 2006 and serves as an independent contractor for Mascherin Financial, Inc., a support company for a Raymond James branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charities, and institutions. The firm employs a non-discretionary, goal-focused approach utilizing risk profiling and modeling tools and is notable for its municipal advisory affiliation and specialized SIMPLE IRA consulting program.

Marcus Van Der Meulen is a financial advisor with Raymond James & Associates, holding Series 65 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at UBS Financial Services, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Morgan Stanley Private Bank. He serves as a co-trustee for an estate planning trust, Three Windmill Trust. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Dylan Matthias is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. His prior work experience includes roles at EOS Fitness, The Bank of Tampa, AstraZeneca, and several other organizations. 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management styles.

Edward Easterling is a Series 66 licensed financial advisor with seven years of industry experience, currently associated with LPL Financial in Tampa, FL. His prior roles include positions at Merrill, Bank of America, and Edward Jones, among others. Easterling’s background also includes community involvement at the Anna Maria Island Community Center. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Adam Hall is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 credential and eight years of industry experience. Prior to his current role at Morgan Stanley and Morgan Stanley Private Bank, he worked at HC Ambri-Piotta. Outside of his advisory duties, Hall is involved in various hockey-related activities, including serving as a TV hockey analyst for Fox Sports Sun, coaching high school hockey, and participating in charitable organizations connected to the Tampa Bay Lightning. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering financial planning and investment programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment products and services through a large network of advisors.

Ryan Stiphany is a financial advisor at Raymond James & Associates with 13 years of industry experience and holds a Series 66 designation. Prior to joining Raymond James in 2026, he worked at Manning & Napier Advisors and Investor Services for six years and held roles at Charles Schwab, TransAmerica, and Jarred Bunch Consulting. Outside of his advisory role, he is the host of Tampa Bay Dream Team Trivia, a non-investment related activity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network and a range of portfolio management styles.

David Feaster Jr. is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2008. 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 and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Eric Forsyth is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is an officer at KRED KORPORATION, a retail and online store based in Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process using firm-approved tools and supports comprehensive wealth management through various affiliated entities.

Christopher Taylor is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and seven years of industry experience. He has worked within various divisions of Raymond James since 2017 and was previously affiliated with the University of South Florida for four years. 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.

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 at Raymond James & Associates with a Series 66 credential and three years of industry experience. He has worked at Raymond James & Associates since 2022 and has prior experience at 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 broad client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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 Series 66 credentialed financial advisor with six years of industry experience. She has worked at Raymond James & Associates since 2023, following roles at Carillon Fund Distributors, Inc. and Raymond James. She is based in St. Petersburg, FL. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.