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Kimberly L

CFP®, ChFC®, Series 66

St. Petersburg, FL

Raymond James & Associates

Kimberly Loux is a financial advisor with Raymond James & Associates, holding CFP® and ChFC® designations and over 18 years of industry experience. Her career includes roles at Raymond James & Associates and UBS Financial Services. Outside of her advisory work, she is also a part-time yoga teacher. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm offers tailored financial plans and investment recommendations, with a focus on both retail and municipal clients through its Wealth Advisory Services and Institutional Fiduciary Solutions divisions.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

William Mackeeman V is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and 14 years of industry experience. He has been with Raymond James & Associates since 2011. 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 both non-discretionary advisory relationships and institutional consulting, with a notable focus on public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Cameron A

Series 66

St. Petersburg, FL

Raymond James & Associates

Cameron Ahari is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and previously worked for Nike, Inc. for nine years. Outside of his advisory role, he serves on the membership committee of the Stovall House, a private club in Tampa, and founded a society within the club called Racquet Club. 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 asset-allocation analyses, supporting both retail and institutional clients through various advisory programs.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Rebecca Chicco is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. She has been with Raymond James & Associates since 2018 and previously worked at ChenMed Dedicated Senior Medical Center and East West College of Natural Medicine. Outside of finance, she maintains a licensed acupuncture practice, primarily serving friends and family and conducting community workshops. Raymond James & Associates is a dual-registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by extensive research and an integrated affiliate network.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Mark Remund is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. His prior experience includes a decade at Scottrade, Inc. before joining Raymond James in 2019. 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, supported by institutional consulting and public finance capabilities.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Maximilian Ford is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and in roles outside finance, including at Peltz Shoes and a CPA firm. 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 through its Wealth Advisory Services Program and serves municipal clients through its Institutional Fiduciary Solutions division.

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

Series 63, Series 65

Saint Petersburg, FL

Raymond James & Associates

Craig Decker is a financial advisor with Raymond James & Associates in Saint Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at RBC Capital Markets Corporation for eight years before joining Raymond James in 2016. Outside of his advisory role, Decker is an owner and officer of Skeleton Horse Racing LLC. 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 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutional clients, and government entities, through a non-discretionary advisory model.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Seth Hoffman is a financial advisor with Raymond James & Associates in Riverview, FL, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Raymond James Financial Services, Inc. and Raymond James & Associates since 2017, following six years at Invest Financial 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, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs, with a focus that includes municipal clients and public financing activities.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Timothy Killgoar is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and has worked with various branches of Raymond James since 2008. Outside of his advisory role, he is the manager of Southpaw 21, LLC, a business entity established to hold real property not intended for income generation. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and government entities. The firm provides wealth advisory and investment consulting through non-discretionary planning, supported by a broad affiliate network and a notable presence in municipal and public finance.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Dipti Dastidar is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2018, and Raymond James and Associates since 2017. Prior to that, she was affiliated with GF Investment Services, LLC and Global Financial Private Capital, LLC from 2015 to 2017. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including 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, supported by institutional consulting and public finance capabilities.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Kimberly Geiger is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Fidelity Personal and Workplace Advisors before joining Raymond James in 2019. Outside of her advisory role, she sells clothing online through the Poshmark platform. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporations, and municipal entities, offering tailored financial plans and institutional consulting services.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Matthew Kuraya Ziyadeh is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and has worked previously at USAA, Morgan Stanley, and E*TRADE Securities. He is based in St. Petersburg, Florida. 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 offers wealth advisory planning and investment consulting services to a diverse client base, including individuals, institutions, and government entities, and is known for its municipal and public finance capabilities alongside an extensive affiliate network.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Kenton Cardon is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2016 and Wells Fargo Advisors since 2015. 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 wrap fee advisory programs and institutional consulting, with a notable focus on municipal clients and public finance activities.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Christy Falco is a financial advisor with Raymond James & Associates in St. Petersburg, FL. She holds a Series 66 designation and has 15 years of industry experience. Her prior work includes a one-year role at Transamerica Financial Advisors and ongoing engagements with Pro Unlimited and LA Fitness alongside her advisory duties. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets with over 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by extensive research and a wide affiliate network.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Nicola Saner is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2013. Outside of advising, she owns and manages a rental property through an LLC in St. Petersburg, FL. 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 clients through various advisory and fiduciary services.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Gregory Sapp is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Raymond James & Associates since 2015 and has also worked with Raymond James Financial and Raymond James Financial Services, Inc. during his career. 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, offering wealth advisory planning and investment consulting through both non-discretionary financial advice and firm-sponsored wrap fee programs.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Andrew Judd is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Citigroup and various Raymond James entities. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and government clients. The firm offers tailored financial plans and investment recommendations, emphasizing municipal finance and institutional fiduciary solutions alongside its retail advisory services.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Nicholas Lacy is a financial advisor at Raymond James & Associates with 28 years of industry experience. He has been with Raymond James & Associates since 2006 and holds the Series 63 and Series 66 designations. 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 asset-allocation analyses, serving both retail and institutional clients with specialized public finance and municipal services.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Robert Applegate is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 20 years of industry experience. He previously worked at Raymond James Financial Services, Inc. for ten years and has a brief entrepreneurial background with Larry's Super Dogs, LLC. 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, serving both retail and institutional clients with a range of advisory programs.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Jacqueline Postell is a financial advisor with Raymond James & Associates based in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her career includes ten years at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company before joining Raymond James in 2018. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets with over 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.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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