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Quinn E

Series 66

St. Petersburg, FL

Raymond James & Associates

Quinn Ebright is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 10 years of industry experience. He has worked with various entities within Raymond James since 2015. Outside of finance, he owns Quinn Ebright Photography, a small e-commerce business selling landscape photography prints and related services. Raymond James & Associates is a 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 public entities, providing non-discretionary wealth advisory and investment consulting through a range of programs and affiliate resources.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Robert Riehle is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has worked at several related firms, including Raymond James Financial and Voyager Wealth Advisors. Outside of advising, he is involved with Voyager Wealth Advisors in a non-investment-related capacity. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and public entities. The firm provides wealth advisory planning and investment consulting with a broad affiliate network and a distinctive presence in municipal and public finance.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Warren P

Series 66

St. Petersburg, FL

Raymond James & Associates

Warren Paquin is a financial advisor with Raymond James & Associates in Palmetto, FL, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Edward Jones, SurePayroll, Creative Channel Retail, and Best Buy. Raymond James & Associates offers 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 provides tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports municipal clients with public-financing and investment banking capabilities.

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

CFP®, Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Louis Spence III is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2015. He previously held a partnership interest in a Raymond James Financial Services branch support company and is the author of a book on Social Security. 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, supporting both discretionary and non-discretionary advisory relationships.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Tracey C

Series 66

St. Petersburg, FL

Raymond James & Associates

Tracey Czopek is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and governmental entities, with a notable presence in municipal and public finance.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Tsvetelina G

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Tsvetelina Georgiev is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Raymond James and its related entities since 2015 and is a managing partner of Inspire Holdings LLC. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus that includes municipal clients and institutional consulting.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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David F

Series 66

St. Petersburg, FL

Raymond James & Associates

David Feaster Jr. is a financial advisor at Raymond James & Associates with 17 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 offers tailored financial plans and investment recommendations, with special capabilities in public finance and municipal work.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Christopher Taylor is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and seven years of industry experience. He has been with Raymond James and its affiliates since 2017, including his current role at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2021. Prior to his advisory career, he spent four years at the University of South Florida. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm offers wealth advisory planning, investment consulting, and institutional services, serving a diverse client base that includes individuals, pension plans, corporations, charitable organizations, and government entities. Raymond James emphasizes non-discretionary financial planning and has notable activity in municipal and public finance through its affiliate network and public finance capabilities.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Sean Morr is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Southern Technical College and Baycare Health Systems. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering advice on a non-discretionary basis supported by research and an extensive affiliate network.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Bryan Lemke is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James & Associates since 2015. 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 sponsors wrap fee advisory programs.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Grace Bernhardt is a financial advisor at Raymond James & Associates with six years of industry experience. She previously worked at Carillon Fund Distributors, Inc. and has been with Raymond James in various capacities since 2015. Bernhardt holds the Series 66 designation and is based in St. Petersburg, FL. 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 public finance services, combining investment advisory with affiliated financing capabilities.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Ian K

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Ian Kane is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and T. Rowe Price. Outside of finance, he was involved with Clearwater Watersports for five years. 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 delivers institutional consulting via its Institutional Fiduciary Solutions division.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Julian J

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Julian Johnson is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Citigroup, JPMorgan Chase Bank, JPMorgan Securities, and City Securities Corporation. 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, supporting both discretionary and non-discretionary advisory relationships.

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

ChFC®, Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Paul Manfrey is a financial advisor with Raymond James & Associates, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney prior to joining Raymond James. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses, supporting both discretionary and non-discretionary advisory relationships.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Aidan Strzempka is a financial advisor at Raymond James & Associates with a Series 66 designation and less than one year of industry experience. His prior experience includes roles at Edward Jones and Bowden's. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management, serving a wide range of clients including individuals, institutions, and government entities through comprehensive planning and investment consulting services.

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

CFA®

St. Petersburg, FL

Raymond James & Associates

Christopher Butler is a CFA® charterholder with 23 years of industry experience, currently serving at Raymond James & Associates since 2002. He is based in St. Petersburg, FL. Butler is involved with Big Brothers Big Sisters of Tampa Bay, where he has served on the board since 2018 and is the incoming Board Chair beginning in 2026. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to individuals, institutions, and government entities, focusing on non-discretionary advice supported by a broad affiliate network and specialized municipal finance capabilities.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

David Tomberlin is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at T. Rowe Price Investment Services. Outside of his advisory role, he serves on the JDRF Tampa Bay Chapter Walk Committee and acts as the Gala Logistics Chair. 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 non-discretionary and discretionary advisory relationships.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Hunter Timmons is a financial advisor with Raymond James & Associates holding a Series 66 designation. He has been with Raymond James since 2024 and has prior experience working in various roles including positions at Liberty University and S.C. Thomas & Associates, CPA. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with more than 5,400 advisors. The firm serves a broad client base including individuals, institutions, and government entities, providing comprehensive wealth advisory planning and investment consulting through non-discretionary engagement.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Felicia Salfran is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch, Bank of America, and the University of South Florida. She has been with Raymond James for seven years in total. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and government entities. The firm offers wealth advisory planning and investment consulting, providing non-discretionary recommendations and supporting municipal and public finance clients through an extensive affiliate network.

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

Series 65, Series 66

St. Petersburg, FL

Raymond James & Associates

Jeremy Dunford is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 66 credentials and 25 years of industry experience. He has been with Raymond James & Associates since 2001. 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 delivers institutional consulting via its Institutional Fiduciary Solutions division.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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