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.

Richard Schaefer is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools.

Laura Blaya is a financial advisor at Raymond James & Associates with six years of industry experience. She has been with Raymond James since 2017 and previously worked at The Heckman Group. Laura holds the Series 66 designation and is based in St. Petersburg, Florida. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Matthew Gourgues is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 14 years of industry experience. He previously worked at USAA Financial Planning Services and USAA Financial Advisors before joining Raymond James in 2019. Outside of his advisory role, he is the owner and manager of Nawlins Snowballs LLC, a mobile concession trailer business selling shaved ice treats. 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, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Kari Larocco is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Larocco serves on the University of Tampa Board of Fellows and is involved in entrepreneurial activities including managing a personal brand and acting as a brand ambassador for a cycling and triathlon apparel company. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Yandri Arces Obregon is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Obregon worked at Truist and Wells Fargo. 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 clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Todd Foley is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for three years before joining Raymond James in 2020. Outside of his advisory work, he owns the domain name swimadvisor.com. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Sanjiv Saste is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with Morgan Stanley. He previously worked at All Seasons Wealth and Raymond James Financial Services. Outside of his advisory role, he owns and operates SMS Consulting LLC, a technology business based in Tampa, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools.

Chad Schafer is a CFP® with 25 years of experience in the financial industry. He has worked at LPL Financial since 2018 and previously held roles at Invest Financial Corp., Securian Financial Services, Inc., and Transamerica Financial Advisors. He is based in Clearwater, FL. 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, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Bethanie Gore is a financial advisor with LPL Financial holding Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining LPL Financial, she worked at Northwestern Mutual in various capacities between 2023 and 2025. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brian Rowland is a financial advisor with Edward Jones in Tampa, FL, holding Series 63 and Series 66 designations and having 16 years of industry experience. He has been with Edward Jones since 2014 and previously worked at Citigroup Global Markets for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.