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Joseph N

Series 66

St. Petersburg, FL

Raymond James & Associates

Joseph Novak is a Series 66-credentialed financial advisor at Raymond James & Associates with seven years of industry experience. He has worked with Raymond James Financial Services, Inc. since 2020 and also has involvement with Admiral Farragut Academy and St. Petersburg Aquatics. 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, 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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Kostas M

Series 66

St. Petersburg, FL

Raymond James & Associates

Kostas Mattis is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, where he has worked since 2007. He has 13 years of industry experience. 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, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network and a range of portfolio management styles.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Donald Phillips Jr. is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He previously worked at T. Rowe Price Investment Services for 13 years before joining Raymond James in 2019. 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 and investment consulting through various advisory programs.

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

CFP®, Series 66

St. Petersburg, FL

Raymond James & Associates

Jared Sanders is a CFP®-designated financial advisor with 11 years of industry experience, currently serving at Raymond James & Associates since 2018. Prior to joining Raymond James, he worked at T. Rowe Price from 2014 to 2018. 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 individuals, institutional clients, and various 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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Dionne R

Series 66

St. Petersburg, FL

Raymond James & Associates

Dionne Reed is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and having 20 years of industry experience. She has been with various branches of Raymond James 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 individuals, institutions, pension plans, charitable organizations, and municipal entities, offering 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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Perry C

Series 66

St. Petersburg, FL

Raymond James & Associates

Perry Carter is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 21 years of industry experience. Prior to joining Raymond James in 2019, he worked at Arca Capital Investments and Brickell Global Advisory. Outside of his advisory role, he serves as an arbitrator for FINRA and owns a business providing general accounting and consulting 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, pension plans, and municipal entities, offering tailored, non-discretionary financial planning and 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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Mark C

CFP®, Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Mark Cibulas is a CFP® professional affiliated with Raymond James & Associates, with 29 years of experience in the financial services industry. He has held positions at T. Rowe Price for over two decades and has been with Raymond James & Associates since 2021. 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 municipal entities, and offers a range of financial planning and advisory services supported by extensive research and multiple portfolio management options.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Olivia Fragola is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation. Fragola’s prior work experience includes positions at Universal Financial Consultants and various educational institutions. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional clients, pension plans, and municipal entities, offering tailored financial planning and investment consulting through multiple advisory programs.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Susan Kuczynski is a financial advisor at Raymond James & Associates with 20 years of industry experience. She has been with Raymond James & Associates since 2012 and holds a Series 66 designation. 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 municipal entities, offering financial planning and consulting services with a 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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Matthew S

CFA®, Series 63

St. Petersburg, FL

Raymond James & Associates

Matthew Stiphany is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior experience includes roles at Sanford C. Bernstein & Co., LLC, Calton & Associates, Inc., and T. Rowe Price. 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, pension plans, 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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Alyse C

Series 66

St. Petersburg, FL

Raymond James & Associates

Alyse Chatelain is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2015 in St. Petersburg, FL. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and municipal entities. The firm provides a range of services including financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, and is notable for its municipal advisory services and diverse portfolio management options.

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

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Caitlin Brown is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked exclusively within various Raymond James entities 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 investors, and municipal entities, providing tailored financial planning and investment consulting through a range of portfolio management styles and affiliated resources.

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

CFA®, Series 65

St. Petersburg, FL

Raymond James & Associates

Edmund Clapham is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Raymond James & Associates in St. Petersburg, FL. His prior experience includes roles at Modera Wealth Management and Parsec Financial Management. 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 with a variety of portfolio management styles and affiliated research options.

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

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Jon Hoell is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2017 and also worked with Raymond James Financial Services, Inc. from 2018 to the present. 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and firm research.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Griffin Suit is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James since 2014 and has also worked as an independent contractor delivering for Uber. Raymond James & Associates, Inc. is a 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 and consulting services supported by diverse portfolio management styles and in-house research.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Cole Samuels is a financial advisor at Raymond James & Associates with 8 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Raymond James, he worked at Fidelity Investments, Oppenheimer, Charles Schwab Bank, Charles Schwab & Co., Inc., and Expeditors International. 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, charitable organizations, and municipal entities, offering tailored financial planning and consulting services with primarily non-discretionary implementation.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Evan Schechter is a Series 66-registered financial advisor with Raymond James & Associates, where he has worked for 15 years and has 17 years of industry experience overall. He is based in St. Petersburg, FL. 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, pension plans, and charitable organizations, offering financial planning, advisory consulting, and institutional fiduciary solutions with a 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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James R

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

James Rankin Jr. is a Series 63 and Series 65 licensed advisor with Raymond James & Associates, where he has worked since 1983, accumulating 39 years of industry experience. He is based in St. Petersburg, FL, and has been with Raymond James Financial Services, Inc. since 1999. 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, institutional clients, and municipalities, 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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Brandon R

Series 66

St. Petersburg, FL

Raymond James & Associates

Brandon Reitz is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cantor Fitzgerald & Co., Northwestern Mutual, and the University of North Florida. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional and pension plans, charitable organizations, and government entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a 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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Jon R

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Jon Remund is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and possessing 32 years of industry experience. He has previously worked at Scottrade, Inc. for 10 years before joining Raymond James Financial Services Advisors, Inc., where he has been since 2018. 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, pension plans, and charitable organizations, offering financial planning and investment consulting primarily through non-discretionary relationships.

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