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Hunter T

Series 66

St. Petersburg, FL

Raymond James & Associates

Hunter Timmons is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has worked in various roles prior to his current position, including positions at Liberty University and S.C. Thomas & Associates, CPA. 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 municipalities, 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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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 notable firms including Merrill Lynch and Bank of America. Her career also includes five years at the University of South Florida. 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, investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner 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 licenses and 26 years of industry experience. He has been with Raymond James & Associates since 2001. 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 charitable organizations, 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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Luis G

Series 66

St. Petersburg, FL

Raymond James & Associates

Luis Garcia is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. He has been with the firm since 2021, following his time as a full-time college student. 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 broad client base, including individuals, institutional clients, and charitable organizations, 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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Kjirsten Z

Series 66

St. Petersburg, FL

Raymond James & Associates

Kjirsten Zellmer is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera-affiliated firms and Securian Financial Services. Zellmer serves as President of Securian Trust Company, an affiliated trust company, and is a director on the board of a nonprofit supporting youth musical education. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering tailored financial planning and advisory services supported by extensive research and a broad affiliate network.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Steven Segrist is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial and Lucor. 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, charitable organizations, and governmental entities—and offers a range of 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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Erin K

Series 66

St. Petersburg, FL

Raymond James & Associates

Erin Kosoy is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Revest and Espirito Santo Catholic School, as well as time spent as a stay-at-home mom and homeschool teacher. Raymond James & Associates is a large firm serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers 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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Katherine V

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Katherine Van Allan is a financial advisor at Raymond James & Associates with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with Raymond James firms since 2000. Outside of her advisory role, she has worked as a personal trainer and instructor since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a broad range of portfolio management styles and firm-sponsored research.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Alyssa Fusco is a financial advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James in 2025, she worked at Merrill and Merrill Lynch. Outside of finance, she has owned and operated A2 Gym and Cheer, LLC since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by comprehensive research and diversified portfolio management strategies.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Andrew Lybrook is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs UK for one year. He serves as a director on his subdivision’s Home Owner’s Association board. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and pension plans, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Brady Christensen is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. He previously worked at Morgan Stanley for two years and at Dale K Christensen D.D.S., P.A. for seven years. He 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 a range of financial planning and consulting services through various advisory programs.

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

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Kellie Lambert is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 licenses. She has 17 years of industry experience, including roles at multiple Raymond James entities since 2013. 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, institutions, pension plans, 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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Timothy V

Series 66

St. Petersburg, FL

Raymond James & Associates

Timothy Volce is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates, Inc. since 2016. Outside of his advisory role, he serves as a board member and finance/investment committee member for the Museum of South Texas History. 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, institutions, and charitable organizations, providing tailored financial planning and consulting primarily through non-discretionary relationships.

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

CFP®, Series 66

St. Petersburg, FL

Raymond James & Associates

Ronald Klemm is a CFP®-certified financial advisor at Raymond James & Associates with 20 years of industry experience. He has been with Raymond James Financial Services Inc. since 2006 and served eight years with the Civil Air Patrol, the United States Air Force Auxiliary. 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 wide range of clients including individuals, institutional and pension plans, and charitable organizations, offering financial planning and investment consulting through various programs and an extensive affiliated research and advisory network.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Jennifer Witt is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 10 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, Witt is an independent distributor for SeneGence, a cosmetic and skin care company. 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 municipalities, and offers financial planning, investment consulting, and institutional advisory services with a range of portfolio management options.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Michelle Wooten is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, and has 13 years of industry experience. She has worked with Raymond James Financial Services and Raymond James & Associates for the past 10 years. Outside of her advisory role, she operates a travel business as an independent contractor using Fora as her host agency. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipalities. The firm provides non-discretionary financial planning and investment consulting, utilizing a range of portfolio management styles 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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Carsyn N

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Carsyn Norman is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role starting in 2023, he was associated with Northwestern Mutual Wealth Management Company and several other firms. 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, investment consulting, and specialized municipal advisory services.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Nicole Delmas is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, she worked at Merrill for three years and had positions at Prescott Financial, TD Synnex, the Intercultural Advocacy Institute, and the University of Florida. 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 and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Karyn Mc Corry is a Series 66-registered financial advisor with Raymond James & Associates, based in St. Petersburg, FL. She has three years of industry experience, including roles at Raymond James Financial, Freedom Mortgage Company, and in the home health care and judicial sectors. 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 municipalities, offering financial planning and consulting services supported by a range of investment strategies and affiliated research.

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

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Gary Waldron is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. Prior to joining Raymond James in 2018, he worked at Citigroup Global Markets for 11 years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional advisory services, supported by comprehensive research and a range of portfolio management options.

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