Jay Dolan, CFP®
President, Vision Financial Group
Jay Dolan is a Certified Financial Planner Practitioner® renowned for his exceptional leadership as the President of Vision Financial Group. Jay also serves as the Branch Manager of the LPL St. Petersburg office, with over three decades...
Cheryl Baker, AAMS®
Financial Consultant
Cheryl Baker boasts an impressive track record as a seasoned Financial Consultant at LPL Financial, amassing over 25 years of dedicated service within the financial industry spanning over two decades. While her extensive experience...
John Hoke, CFP®
Financial Planner
John Hoke is a well-rounded, genuine, and analytical financial planner. He has a deep appreciation for financial planning and a distinguished background in the military. John first came to know us at LPL in 2016 when he worked for Jay...
Jake Hayes, CFA, CFP®
Financial Advisor
727-346-9508
Rhonda Bracy
Client Services Specialist
As a native New Yorker, it's hard to believe it's been two decades since having moved to Florida. But I will confess: I'm doing just fine without those New York winters. I've spent the majority of my career working administratively in...
Ariel Gosso
Client Services Specialist
Ariel is the newest member of our team. She joined us in 2022 with a background in insurance and retirement planning, and has plans to become a financial professional. She has a bachelor’s degree in business...
Cassidy Murphy
Client Services Specialist