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John C
Series 66
St. Petersburg, FL
Raymond James & Associates
John Carelli III is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2017, following a one-year tenure at Janney Montgomery Scott. Outside of his advisory work, he occasionally provides accounting and financial guidance for his wife's online email marketing company. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and governmental entities. The firm offers non-discretionary wealth advisory and investment consulting services supported by research and an extensive affiliate network, with notable involvement in municipal and public finance.
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 19 years of industry experience. She has been with Raymond James & Associates since 2005. 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 retail and institutional advisory programs.
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. 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 governmental clients. The firm also offers institutional consulting and maintains capabilities in public finance and municipal work.
Maria T
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Maria Tottle is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, and T. Rowe Price Investments. 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 through its Wealth Advisory Services Program and supports both retail and institutional clients with a range of advisory and fiduciary solutions.
Mark A
Series 66
St. Petersburg, FL
Raymond James & Associates
Mark Arkelian is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2014. 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 wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal services.
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 Series 66 credentials and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2012. 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 through its Wealth Advisory Services Program and supports municipal clients through its public finance and institutional consulting capabilities.
Kimberly V
Series 66
St. Petersburg, FL
Raymond James & Associates
Kimberly Vaughan is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and five years of industry experience. She has been associated with various branches of Raymond James since 2008. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with more than 5,400 advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.
Kelly K
CFP®, Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Kelly Klein is a CFP®-designated financial advisor with seven years of industry experience. She is currently with Raymond James & Associates in St. Petersburg, FL, where she has worked since 2023. Her prior experience includes roles at Fidelity Brokerage Services and smaller firms such as Sound Income Strategies LLC and McAdams Group LLC. Raymond James & Associates serves a broad client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting through non-discretionary services and firm-sponsored wrap fee programs. The firm has notable capabilities in municipal and public finance, supported by an extensive affiliate network that integrates custody, product sourcing, and specialized advisory services.
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 licenses and 13 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he owns and operates Tour St. Pete, an electric bike tour company. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutional clients, and government entities, with a focus on non-discretionary planning and a notable presence in municipal and public finance.
Sandi J
Series 66
St. Petersburg, FL
Raymond James & Associates
Sandi Jodanovic is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and five years of industry experience. She has been with Raymond James Financial and its affiliated entities since 2018. Prior to her financial services career, she worked at CVS Pharmacy for five years. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets and serving a broad client base including individuals, pension plans, corporations, and government entities. The firm offers wealth advisory planning and investment consulting through non-discretionary services, with a notable role in municipal and public finance advisory and extensive affiliated financial service capabilities.
Sabrina P
Series 66
St. Petersburg, FL
Raymond James & Associates
Sabrina Panek is a financial advisor at Raymond James & Associates with five years of industry experience. She holds the Series 66 designation and previously worked at Scarborough Capital and World Aware. 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 through its Wealth Advisory Services Program and supports municipal clients with public finance and institutional consulting capabilities.
Ashlee M
Series 66
St. Petersburg, FL
Raymond James & Associates
Ashlee Miller is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds a Series 66 designation and previously worked at Citi and Hilltop Securities. She is based in St. Petersburg, FL. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program, serving individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm provides tailored financial plans and investment recommendations, with a focus that includes public finance and municipal work alongside its retail advisory services.
Laurie M
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Laurie Martin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with Raymond James and its affiliates 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 offers tailored financial plans and investment recommendations, with a focus on both retail and institutional consulting services.
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 the Series 66 designation and bringing 24 years of industry experience. She previously worked at Transamerica Financial Advisors for 11 years before joining Raymond James in 2020. 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, offering tailored financial plans and asset-allocation analyses supported by firm research and planning tools.
Christopher J
Series 66
St. Petersburg, FL
Raymond James & Associates
Christopher Jett is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds the Series 66 designation and has seven years of industry experience. He has been with Raymond James & Associates since 2007. 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 investment recommendations, supporting both retail and institutional clients, including municipal and public finance sectors.
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 holds the Series 66 designation and previously worked at The Heckman Group. She has been with Raymond James since 2017. 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 provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering advice through non-discretionary planning and a range of firm-sponsored programs.
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. His prior roles include positions at USAA Financial Planning Services and Koba Apps LLC. Outside of finance, he manages Nawlins Snowballs LLC, a mobile concession trailer business selling shaved ice treats. Raymond James & Associates is a registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning, investment consulting, and institutional services to a diverse client base, delivering non-discretionary advice supported by a broad affiliate network and specialized capabilities in municipal and public finance.
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, Wells Fargo, and Golden Gates Financial. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management, serving a broad client base including individuals, pension plans, corporations, and government entities. The firm provides non-discretionary wealth advisory planning and investment consulting, supported by an extensive affiliate network and active involvement in municipal and public finance.
Todd F
Series 66
St. Petersburg, FL
Raymond James & Associates
Todd Foley is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. Outside of his advisory role, he owns the domain name swimadvisor.com. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and government entities. The firm offers wealth advisory planning and investment consulting through non-discretionary services and provides specialized municipal and public finance capabilities.
Sumaiyya K
CFA®, Series 66
St. Petersburg, FL
Raymond James & Associates
Sumaiyya Khan is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor with Raymond James & Associates. She has three years of industry experience, with prior roles at Sabal Trust Company, Premier Family of Companies, and the New Jersey Turnpike Authority. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm provides wealth advisory planning and institutional consulting services to a diverse client base, including individuals, corporations, and government entities, delivering non-discretionary financial planning and investment recommendations supported by a broad affiliate network.
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