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Matthew G

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Matthew Gootson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Raymond James & Associates since 2007 and also associated with Raymond James Financial Services, Inc. since 2020. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Rachel N

CFP®, Series 66

St. Petersburg, FL

Raymond James & Associates

Rachel Nohlgren is a CFP®-designated financial advisor with Raymond James & Associates, where she has worked since 2005, accumulating 18 years of industry experience. She serves as a board member and finance/investment committee member of the SPC Foundation, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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David H

Series 66

St. Petersburg, FL

Raymond James & Associates

David Holroyd is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2008. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a broad client base that includes individuals, institutional clients, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a nationwide adviser force and a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Patricia Z

Series 66

St. Petersburg, FL

Raymond James & Associates

Patricia Zito is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 28 years of industry experience. She has been with Raymond James since 2008, working first with Raymond James Financial Services and then with Raymond James & Associates since 2018. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Sara H

Series 66

St. Petersburg, FL

Raymond James & Associates

Sara Hobbs is a financial advisor at Raymond James & Associates with five years of industry experience. She holds a Series 66 designation and previously worked at Synovus from 2016 to 2019. Hobbs is based in St. Petersburg, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities with financial planning and investment consulting, offering a range of portfolio management styles supported by affiliated research and sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Juan V

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Juan Vega is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Fisher Investments, E*TRADE Capital Management, and Scottrade. 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 nonprofit and government entities with financial planning, investment consulting, and institutional fiduciary services, offering a range of portfolio management strategies supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Peter B

Series 66

St. Petersburg, FL

Raymond James & Associates

Peter Bursik is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. He holds a Series 66 designation and has 18 years of industry experience. He has been with Raymond James & Associates since 2006 and Raymond James Financial Services, Inc. since 2010. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services using a range of portfolio management styles supported by affiliated research and model managers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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William H

CFP®, Series 66

St. Petersburg, FL

Raymond James & Associates

William Harless is a CFP® with 16 years of industry experience, currently serving at Raymond James & Associates in St. Petersburg, FL. He has been with Raymond James & Associates since 2013 and holds a Series 66 license. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, charitable organizations, and government entities, offering financial planning, investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Martin V

Series 66

St. Petersburg, FL

Raymond James & Associates

Martin Velastegui is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2017. Prior to his current role, he was involved with Masa Restaurant and also worked at Florida State University. 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, charitable organizations, and municipal entities, offering financial planning and consulting services through various specialized programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Erin R

Series 66

St. Petersburg, FL

Raymond James & Associates

Erin Rodberg is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, Erin worked at Foreside Funds Distributors LLC and Polen Capital Management, LLC. Raymond James & Associates is a large, dual-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 municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Erin E

Series 66

St. Petersburg, FL

Raymond James & Associates

Erin Eckhouse is a Series 66-credentialed advisor with Raymond James & Associates, bringing 16 years of industry experience. She has been with Raymond James Financial International Limited since 2017 and Raymond James & Associates since 2016. Outside of her advisory role, she is involved in food production and distribution through Spring Bayou Foods and volunteers with the Junior League of Tampa. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a variety of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Tiffany G

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Tiffany Githens is a financial advisor at Raymond James & Associates with three years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Fidelity Investments. Tiffany 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 diverse client base—including individuals, institutions, and municipal entities—and offers financial planning and advisory services with a focus on tailored, non-discretionary consulting supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jeffrey W

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Jeffrey Walker is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at T. Rowe Price Investment Services, Inc. for 13 years before joining his current firm in 2020. 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 non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Zahara T

Series 66

St. Petersburg, FL

Raymond James & Associates

Zahara Torres is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. She previously worked at T. Rowe Price for six years 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 individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Adam N

CFP®, Series 63

St. Petersburg, FL

Raymond James & Associates

Adam Nibert is a CFP® professional with 30 years of industry experience, currently advising at Raymond James & Associates since 2004. Based in St. Petersburg, FL, he holds a Series 63 license and specializes in financial planning and investment consulting. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers tailored, non-discretionary advisory services supported by extensive research and a variety of portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Matthew S

Series 66

St. Petersburg, FL

Raymond James & Associates

Matthew Strickland is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation with five years of industry experience. His prior work includes positions at MassMutual Life Insurance Company, Bank of America, Merrill, and Equitable Advisors, among others. 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, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Emmanuel L

CFP®, Series 66

St. Petersburg, FL

Raymond James & Associates

Emmanuel Lelekis is a CFP® professional with 19 years of industry experience, currently serving at Raymond James & Associates since 2024. Prior to this, he worked for eight years at Wells Fargo Clearing. He acts as trustee for several family trusts, managing investment responsibilities related to these accounts. 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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David W

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

David Williams is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His career includes roles at Merrill, Morgan Stanley, and various divisions of Raymond James since 2017. 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 wide range of clients, including individuals, institutional investors, and municipal entities, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Beth D

CFP®, Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Beth Dominguez is a CFP® professional with 25 years of industry experience, currently serving at Raymond James & Associates since 2011. Prior to that, she worked at Alfonso Dominguez Inc for 20 years. She holds Series 63 and Series 65 licenses. 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, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Francisco R

Series 65, Series 63

St. Petersburg, FL

Raymond James & Associates

Francisco Rodriguez Ramirez is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. He has been with Raymond James Insurance Group, Inc. and Raymond James & Associates since 2017. Prior to that, he worked at The Prudential Insurance Company of America and Pruco Securities, LLC from 2015 to 2017. 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, institutional investors, charitable organizations, and state and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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