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Robert D

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Robert Daum is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Raymond James since 2018 and previously held positions at Kestra Financial and Merrill. Daum is also an adjunct faculty member at Stetson Law School. Raymond James & Associates provides financial planning and investment consulting services to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses and serves both retail and institutional clients, including those in public finance and municipal sectors.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Daniel Robinson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining the financial industry, he worked as a self-employed professional golfer for six years and has experience in entrepreneurial ventures including SK Restoration LLC and Pure Knight Life, LLC. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm offers wealth advisory planning and investment consulting services to a broad client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by an extensive affiliate network.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Jonathan Dilfer is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds the Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he worked for Bank of America and has experience in small business ownership and management. He serves as a director for a homeowners association in Pinellas Park, FL. 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, investment consulting, and institutional services to a diverse client base including individuals, corporations, and government entities, offering non-discretionary guidance with a broad range of affiliated resources.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Daeshawn W

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Daeshawn Wade is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has worked at various Raymond James entities since 2016 and spent two years at Merrill prior to that. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets across a broad client base, including individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting primarily on a non-discretionary basis, offering integrated services through its extensive affiliate network and active involvement in municipal and public finance.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Mark Schreiner is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates 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 also offers wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Alexis Z

Series 65, Series 63

St. Petersburg, FL

Raymond James & Associates

Alexis Zampell is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 63 credentials with two years of industry experience. Prior to joining Raymond James, Alexis worked in various roles including at Zota Beach Resort and Marriott properties. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm offers wealth advisory planning and investment consulting through its Wealth Advisory Services Program, serving individuals, institutional clients, and government entities with a range of advisory and wrap fee programs.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Ryan Mount is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has previously worked at firms including Lincoln Investment, Capital Analysts, and Cetera Advisor Networks. His background also includes roles outside financial services at Home City Ice and Grand Valley State University. 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, pension plans, corporations, and government entities, delivering advice through a non-discretionary model with access to firm-sponsored wrap programs and institutional consulting services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Steven W

Series 66

St. Petersburg, FL

Raymond James & Associates

Steven Warren is a financial advisor at Raymond James & Associates with a Series 66 designation and no prior industry experience. Before joining Raymond James in 2025, he worked at the Yale School of Management, Booz Allen Hamilton, the Naval Surface Warfare Center, and Florida Atlantic University. Outside of his advisory role, he manages a single-family residential rental property. 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, serving both retail and institutional clients with specialized public finance and municipal capabilities.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Steven Romanoff is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 registrations and 31 years of industry experience. He has been with Raymond James & Associates since 1992. 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 primarily through non-discretionary advisory relationships and maintains specialized services for municipal clients and institutional consulting.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Cheryl Richardson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 19 years of industry experience. Her career includes roles at Raymond James and T. Rowe Price, with over a decade spent at T. Rowe Price Investment Services. 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 a broad client base, including individuals, institutions, and government entities, offering non-discretionary advice supported by an extensive affiliate network and specialized municipal finance capabilities.

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

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Brian Kilczewski is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he assists with a family crochet craft business that participates in local markets. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored advisory services supported by research and planning tools and serves municipal clients through public-finance and institutional consulting capabilities.

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

St. Petersburg, FL

Raymond James & Associates

Denise Samson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding 36 years of industry experience. She has been with Raymond James & Associates since 1986. 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 manages wrap fee advisory programs.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Mason W

Series 66

St. Petersburg, FL

Raymond James & Associates

Mason Wellborn is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. 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 individuals, pension plans, corporations, charitable organizations, and government entities, offering non-discretionary planning and portfolio recommendations supported by firm-sponsored wrap programs, sub-advisers, and Institutional Fiduciary Solutions.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Benjamin E

Series 66

St. Petersburg, FL

Raymond James & Associates

Benjamin Erney is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at Morgan Stanley and FP Solutions RI, as well as teaching roles at Kutztown University of Pennsylvania and Penn State University. 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 diverse client base, including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting through a non-discretionary approach.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

John Golon is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2021. Prior to his advisory role, he held positions in various industries including banking and education. Raymond James & Associates is a dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets, serving individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting on a non‑discretionary basis, with a notable presence in municipal and public finance.

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

Series 65

St. Petersburg, FL

Raymond James & Associates

Joshua Curran is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds a Series 65 designation and has worked with Raymond James since 2010. In addition to his advisory role, he has been affiliated with the University of Tampa since 2009. 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 maintains public finance and municipal capabilities.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Noreen Mcclure is a financial advisor at Raymond James & Associates with 34 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James since 2010. Outside of her advisory role, she acts as power of attorney to assist with a Medicaid application for a family member. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutional clients, and government entities. The firm offers wealth advisory planning and investment consulting through non-discretionary services, supported by a network of affiliates and specialized capabilities in municipal and public finance.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Amy Horak is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, Florida, with 24 years of industry experience. She has been with Raymond James since 2016. Outside of her advisory role, she owns a small business baking desserts for private events and serves on the board and finance committee of the nonprofit Operation PAR, Inc. 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 provides wealth advisory planning and institutional consulting services to a diverse client base, delivering non-discretionary planning and investment consulting supported by an extensive affiliate network and public finance capabilities.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Rachel W

Series 66

St. Petersburg, FL

Raymond James & Associates

Rachel White is a financial advisor with Raymond James & Associates holding a Series 66 designation. She has experience in the sports and fitness industries, including roles at Vinik Sports Group, the United States Olympic and Paralympic Committee, and Orangetheory Fitness. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base with wealth advisory planning, investment consulting, and institutional services. The firm provides non-discretionary planning and investment recommendations supported by extensive research and a network of affiliated entities, including public finance capabilities.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Christopher Henson is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior experience includes roles at Charles Schwab and TD Ameritrade. 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 individuals, institutions, and governmental entities, delivering non-discretionary planning and portfolio recommendations supported by extensive research and a broad affiliate network.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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