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John C

Series 66

St. Petersburg, FL

Raymond James & Associates

John Carelli III is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 15 years of industry experience. He previously worked at Janney Montgomery Scott before joining Raymond James in 2017. Outside of his advisory role, he occasionally provides accounting and financial guidance for his wife's online email marketing automation company, J. Carelli Consulting, LLC. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Rebecca Zwerin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and over 20 years of industry experience. She has been with Raymond James & Associates since 2005. Outside of her advisory role, she is involved in rental real estate. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and various organizations. The firm offers financial planning and consulting services with a primarily non-discretionary approach, utilizing 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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Angela N

St. Petersburg, FL

Raymond James & Associates

Angela Nye is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding 27 years of industry experience. She has been with Raymond James & Associates since 1993. Outside of her advisory role, she is an owner and proprietor of a rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning and investment consulting services.

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

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Maria Tottle is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. Her prior roles include positions at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, and T. Rowe Price Investments. 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 and pension plans, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional advisory services.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Mark Arkelian is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James & Associates since 2014. 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, 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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Douglas D

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Douglas Drabik is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and 66 registrations and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and consulting services with 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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Kimberly V

Series 66

St. Petersburg, FL

Raymond James & Associates

Kimberly Vaughan is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. She holds the Series 66 designation and has five years of industry experience. Vaughan has been affiliated with various divisions of Raymond James since 2008. 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 investors, 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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Kelly K

CFP®, Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Kelly Klein is a CFP® with eight years of experience in the financial services industry. She is currently with Raymond James & Associates, where she has worked since 2023. Her prior experience includes roles at Fidelity Brokerage Services, LLC, Sound Income Strategies LLC, and McAdams Group LLC. 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, institutions, and municipal entities, and offers a variety of financial planning and investment consulting services that emphasize non-discretionary, tailored advice supported by firm research and multiple portfolio management styles.

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

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Brian Fornuto is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, Mr. Fornuto owns and operates an electric bike tour company, Tour St. Pete. 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, institutions, and municipal 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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Sandi J

Series 66

St. Petersburg, FL

Raymond James & Associates

Sandi Jodanovic is a financial advisor at Raymond James & Associates with five years of industry experience. She holds the Series 66 designation and has worked at various Raymond James entities since 2018. Prior to her career in financial services, she was employed at CVS Pharmacy for five years. 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, institutional investors, and municipal entities, offering financial planning and consulting services 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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Sabrina P

Series 66

St. Petersburg, FL

Raymond James & Associates

Sabrina Panek is a financial advisor at Raymond James & Associates with six years of industry experience. She holds the Series 66 designation and has worked at firms including Scarborough Capital and World Aware. Based in St. Petersburg, FL, she has a background that spans both financial services and other sectors. 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 charitable organizations, and offers a range of financial planning and consulting services through multiple advisory programs.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Ashlee Miller is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2019, following prior roles at Citi and Hilltop Securities. 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, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

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.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

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.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

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.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

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.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

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.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

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.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

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.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

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.

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