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Melissa C

Series 66, Series 63

St. Petersburg, FL

Raymond James & Associates

Melissa Caban is a financial advisor at Raymond James & Associates with four years of industry experience. She holds Series 66 and Series 63 designations. Her prior firms include Goldman Sachs, E*TRADE Securities LLC, Morgan Stanley, and Citigroup. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary planning and portfolio recommendations alongside affiliated municipal finance services.

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

CFP®, Series 66

St. Petersburg, FL

Raymond James & Associates

Jared Sanders is a CFP®-certified financial advisor with 10 years of industry experience, currently practicing at Raymond James & Associates since 2018. Prior to his current role, he worked at T Rowe Price from 2014 to 2018. He holds the Series 66 designation and is based in St. Petersburg, FL. Raymond James & Associates offers financial planning and investment consulting services 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 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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Dionne R

Series 66

St. Petersburg, FL

Raymond James & Associates

Dionne Reed is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds a Series 66 designation and has been with Raymond James in various capacities since 2014. Outside of her advisory work, she manages a rental property in Bellevue, Washington. Raymond James & Associates provides financial planning and investment consulting services 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 through specialized advisory programs.

General retirement planning Wealth management Founder/Business Owner Retired 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. He previously worked at Arca Capital Investments, Inc. and Brickell Global Advisory, Inc. In addition to his advisory role, Carter is an independent contractor arbitrator with FINRA and owns SUPFIN Solutions LLC, a business providing general accounting and consulting services. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and government entities. The firm offers wealth advisory and investment consulting services with a focus on non-discretionary planning and a broad range of affiliated resources, including municipal advisory capabilities.

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

CFP®, Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Mark Cibulas is a CFP®-certified financial advisor with 29 years of industry experience, currently with Raymond James & Associates. He has previously worked at T. Rowe Price for over two decades and has been with Raymond James in multiple periods since 2021. He is based in St. Petersburg, FL. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with more than $500 billion in assets under management. The firm serves a diverse client base including individuals, institutions, 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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Olivia F

Series 66

St. Petersburg, FL

Raymond James & Associates

Olivia Fragola is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Her work history includes roles at Raymond James & Associates and Universal Financial Consultants, as well as positions in education and retail. 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 institutional consulting services, with a focus on public finance and municipal work alongside its retail advisory offerings.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Susan Kuczynski is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. She has been with Raymond James & Associates since 2012. 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 retail advisory offerings with municipal and investment banking capabilities.

General retirement planning Wealth management Founder/Business Owner Retired 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. He currently works at Raymond James & Associates and previously held positions at Sanford C. Bernstein & Co., Calton & Associates, and T. Rowe Price. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, providing wealth advisory and investment consulting through a non-discretionary approach.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Alyse Chatelain is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Raymond James 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 emphasizes public finance and municipal work alongside its retail advisory services.

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

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Caitlin Brown is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 designations and with 12 years of industry experience. She has been with Raymond James Financial Services, Inc. and its affiliated firms since 2014. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets and serving a diverse client base including individuals, institutional clients, and government entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis, with a notable focus on municipal and public finance clients supported by an extensive affiliate network.

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

CFA®, Series 65

St. Petersburg, FL

Raymond James & Associates

Edmund Clapham is a CFA® charterholder with six years of industry experience. He is currently with Raymond James & Associates and has previously worked at Modera Wealth Management, LLC and Parsec Financial Management. 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 state and municipal government clients. The firm offers tailored financial plans and investment recommendations supported by firm research and planning tools, with services spanning retail advisory, institutional consulting, and public finance.

General retirement planning Wealth management Founder/Business Owner Retired 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 with affiliated Raymond James entities since 2018. 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-financing and investment banking capabilities.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Griffin Suit is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2014. Outside of his advisory role, he works as an independent contractor delivery driver. 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, serving both retail and institutional clients with a range of advisory and fiduciary services.

General retirement planning Wealth management Founder/Business Owner Retired 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 eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Oppenheimer, and Charles Schwab. 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 asset-allocation analyses, supporting clients through both non-discretionary and discretionary advisory programs.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Evan Schechter is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 16 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 individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses using firm research and planning tools, serving both retail and institutional clients, including municipal entities.

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

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

James Rankin Jr. is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 1983. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and government entities, providing non-discretionary wealth advisory and investment consulting through various programs and an extensive affiliate network.

General retirement planning Wealth management Founder/Business Owner Retired 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 in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior positions include roles at Cantor Fitzgerald & Co. and Northwestern Mutual, as well as academic appointments at the University of North Florida. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting through comprehensive, non-discretionary services, supported by a broad affiliate network and active involvement in municipal and public finance.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Jon Remund is a financial advisor at Raymond James & Associates with over 32 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with Scottrade, Inc. for ten years before joining Raymond James in various capacities since 2018. 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 broad client base including individuals, institutional investors, and government entities, providing wealth advisory planning and investment consulting through various firm-sponsored programs and institutional services.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Kevin Desquitado is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various firms including Fidelity Investments and E*Trade Securities. Kevin is based in St. Petersburg, FL. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm serves a diverse client base with wealth advisory and investment consulting services, including individuals, institutions, and government entities, and maintains notable capabilities in municipal and public finance.

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

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Meagan Greenberg is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been affiliated with various Raymond James entities since 2014. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 advisors. The firm serves a diverse client base—including individuals, pension plans, corporations, and public entities—offering wealth advisory planning and investment consulting through non-discretionary services, supported by an extensive affiliate network and capabilities in municipal and public finance.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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