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David H

Series 66

St. Petersburg, FL

Raymond James & Associates

David Holroyd is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2008. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and municipal finance services alongside its retail advisory offerings.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Edward D

Series 66

St. Petersburg, FL

Raymond James & Associates

Edward Dlabik is a financial advisor with Raymond James & Associates holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is based in St. Petersburg, FL. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base, including individuals, pension plans, corporations, and municipal entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

General retirement planning Wealth management Founder/Business Owner Retired 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 and its affiliates since 2008. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and maintains public-finance and municipal capabilities.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Sara H

Series 66

St. Petersburg, FL

Raymond James & Associates

Sara Hobbs is a Series 66 licensed financial advisor with Raymond James & Associates, based in St. Petersburg, FL. She has seven years of industry experience, including roles at Synovus and within various divisions of Raymond James. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, providing wealth planning and investment consulting primarily on a non-discretionary basis.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Juan V

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Juan Vega is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fisher Investments, E*TRADE Capital Management, and Scottrade. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Peter B

Series 66

St. Petersburg, FL

Raymond James & Associates

Peter Bursik is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2006. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and investment recommendations, with a focus that includes municipal clients and public-financing capabilities.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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William H

CFP®, Series 66

St. Petersburg, FL

Raymond James & Associates

William Harless is a CFP® and holds a Series 66 license, with 16 years of experience in the financial industry. He has been with Raymond James & Associates since 2013 and is currently based in St. Petersburg, FL. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including high-net-worth individuals, pension plans, corporations, and public entities, offering non-discretionary financial planning and consulting supported by an extensive affiliate network and municipal finance capabilities.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Martin V

Series 66

St. Petersburg, FL

Raymond James & Associates

Martin Velastegui is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2017, he worked at Masa Restaurant and was affiliated with Florida State University. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations using firm research and planning tools, supporting both discretionary and non-discretionary advisory relationships.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Erin R

Series 66

St. Petersburg, FL

Raymond James & Associates

Erin Rodberg is a financial advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James, she worked at Polen Capital Management, LLC and Foreside Funds Distributors LLC. She holds the Series 66 designation. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with both non-discretionary and discretionary portfolio management options.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Erin E

Series 66

St. Petersburg, FL

Raymond James & Associates

Erin Eckhouse is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 15 years of industry experience. She has been with Raymond James Financial International Limited since 2017 and Raymond James & Associates since 2016. Outside of finance, she is involved in food production and distribution through Spring Bayou Foods and volunteers with the Junior League of Tampa. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both retail and institutional advisory relationships.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Joshua M

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Joshua Mocilan is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at Mutual of America Securities LLC, Mutual of America Life Insurance Company, Wells Fargo Clearing Services, and Scottrade Inc. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and maintains public-financing and investment banking capabilities.

General retirement planning Wealth management Founder/Business Owner Retired 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 Series 63 and Series 66 designations and has previously worked at Fidelity Investments. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and government entities, with a notable presence in municipal and public finance.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Jeffrey W

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Jeffrey Walker is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at T. Rowe Price Investment Services, Inc. for 13 years before joining Raymond James in 2020. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers non-discretionary advisory services supported by firm research and planning tools, as well as institutional consulting and public finance capabilities.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Zahara T

Series 66

St. Petersburg, FL

Raymond James & Associates

Zahara Torres is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2019, following six years at T. Rowe Price. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and specializes in municipal finance and public-sector investment services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Adam N

CFP®, Series 63

St. Petersburg, FL

Raymond James & Associates

Adam Nibert is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2004. He holds a Series 63 license and is based in St. Petersburg, FL. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, and serves a diverse client base that includes high-net-worth individuals and municipal clients.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Matthew S

Series 66

St. Petersburg, FL

Raymond James & Associates

Matthew Strickland is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Merrill, and MassMutual Life Insurance Company. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base with wealth advisory planning and investment consulting, including individuals, institutions, and government entities. The firm offers non-discretionary planning and recommendations supported by extensive research and a network of affiliated services, including a notable presence in municipal and public finance.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Emmanuel L

CFP®, Series 66

St. Petersburg, FL

Raymond James & Associates

Emmanuel Lelekis is a CFP® and Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Raymond James & Associates, having previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as acting trustee for several family trust accounts. Raymond James & Associates provides financial planning and investment consulting to a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program, along with institutional consulting and public finance capabilities.

General retirement planning Wealth management Founder/Business Owner Retired 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 designations and bringing 12 years of industry experience. His prior experience includes roles at Morgan Stanley and Merrill. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a broad client base ranging from individuals and high-net-worth clients to institutions and government entities. The firm provides non-discretionary wealth advisory planning and investment consulting, with notable capabilities in municipal and public finance and a comprehensive affiliate network supporting integrated custody and product sourcing.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Beth D

CFP®, Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Beth Dominguez is a CFP®-certified financial advisor with Raymond James & Associates, based in St. Petersburg, FL, and has 24 years of industry experience. She has worked at Raymond James since 2011 and previously operated Alfonso Dominguez Inc for 20 years. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with a focus that includes public finance and municipal services alongside its retail advisory offerings.

General retirement planning Wealth management Founder/Business Owner Retired 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 in St. Petersburg, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC. He has been with Raymond James and its affiliated insurance group since 2017. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a wide range of clients, including individuals, institutions, and governmental entities. The firm provides wealth advisory planning and investment consulting, combining non-discretionary financial advice with access to wrap fee programs, sub-advisers, and institutional consulting services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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