Stephanie Fuetterer is a financial advisor at Raymond James & Associates with three years of industry experience. She holds the Series 66 designation and previously worked at Advanta IRA Services, LLC for five years. Her background also includes roles in the restaurant industry and at the University of South 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 serves a diverse client base including individuals, institutions, and government entities, providing wealth advisory planning, investment consulting, and institutional services on a non‑discretionary basis.

Brian Trautmann 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 work includes roles at Merrill and various positions affiliated with the University of Florida. Raymond James & Associates offers 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 provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and maintains capabilities in public finance and institutional consulting.

Katherine Roulston is a financial advisor at Raymond James & Associates with 25 years of industry experience. She has been with Raymond James & Associates since 2015 and holds a Series 63 designation. The firm manages approximately $501 billion in assets and offers wealth advisory and investment consulting services to a wide range of clients, including individuals, pension plans, corporations, and government entities. Raymond James provides non-discretionary planning and portfolio recommendations supported by a broad affiliate network and notable municipal finance capabilities.

Lidisis Machin is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. She has worked at Cetera and Summit Financial Group prior to joining Raymond James in 2020. 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, as well as state and municipal governments. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Jeffrey Park is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at T. Rowe Price for 20 years before joining Raymond James in 2020. 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, and government entities, providing wealth advisory planning and investment consulting through non-discretionary, goal-specific strategies and institutional consulting services.

Linda Van Pelt is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 38 years of industry experience. She has been with Raymond James & Associates since 2005. Outside of her advisory work, she owns LVP Designs, a business focused on creating and marketing crafts at local markets and fairs. 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 investment recommendations through its Wealth Advisory Services Program and supports municipal clients with public-financing and investment banking capabilities.

Sean Garcia is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at T. Rowe Price Investment Services, Inc. for 12 years before joining Raymond James in 2019. 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, delivering wealth advisory and investment consulting primarily on a non-discretionary basis.

Jason Jackson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at T. Rowe Price Investment Services, Inc. and Carillon Fund Distributors, Inc. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with more than 5,400 financial advisors. The firm serves a diverse client base through wealth advisory planning, investment consulting, and institutional services, offering comprehensive planning and portfolio recommendations while clients maintain implementation authority.

Patrick Demers is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at Fidelity Brokerage Services and National Financial Services Corporation before joining Raymond James in 2018. 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 advisory capabilities with affiliated financing and investment banking services.

Michelle Mauritz is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Raymond James & Associates 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 offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Dennis Rao is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has previous work experience spanning education and corporate roles, including positions at Wake Forest University and Sherwin-Williams. Raymond James & Associates offers 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 provides tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships.

Kelly Anderson is a financial advisor at Raymond James & Associates with 32 years of industry experience. Prior to joining Raymond James in 2019, Anderson worked at Morgan Stanley and The Ayco Company, L.P., a Goldman Sachs affiliate. Raymond James & Associates is a dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting through non-discretionary, client-directed strategies.

Benjamin Bristol is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and previously worked at Gradient Securities LLC and Primo Logistics LLC. His work history also includes roles in education and municipal government. Raymond James & Associates, Inc. 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, institutions, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Matthew Harring is a financial advisor with Raymond James & Associates in Seminole, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he owns and operates an IT consulting business serving small medical offices. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporations, and municipal clients, offering tailored financial plans and institutional consulting services.

Taylor Keiderling is a financial advisor at Raymond James & Associates with eight years of industry experience. He previously worked at Morgan Stanley and T. Rowe Price and spent five years at the University of South Florida. Keiderling holds Series 63 and Series 66 licenses. 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 investment consulting services to individuals, institutions, and government entities, offering a range of programs including wrap fee solutions and institutional consulting.

Daniel Regner is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James since 2016, following two years at Franklin Templeton Distributors. 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 financial advisors. The firm offers wealth advisory planning and investment consulting for a diverse client base, including individuals, institutional clients, and government entities, providing non-discretionary, goal-specific financial planning and portfolio recommendations.

Charles Bauder is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James & Associates since 2015 and Raymond James Financial since 2019. Outside of his advisory role, he is a managing member of LifeWC Investments LLC, a private investment entity involved in a World of Beer franchise. 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 institutional consulting via its Institutional Fiduciary Solutions division.

Tracey Manzi is a CFA® charterholder with 17 years of experience in the financial industry. She is currently an advisor at Raymond James & Associates, where she has worked since 2021. Prior to joining Raymond James, Manzi was with Cammack LaRhette Advisors, LLC for eight years and spent a year at CapFinancial Partners, LLC (CAPTRUST). 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 including individuals, institutions, and government entities, offering wealth advisory planning and investment consulting through a range of programs and a non-discretionary advisory approach.

Matthew Todd is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as a director for the Old Dominion University Athletic Foundation. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm provides wealth advisory planning and investment consulting to individuals, institutions, and government entities through comprehensive planning and non-discretionary investment recommendations.

Paul Renedo is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding the Series 66 credential and 19 years of industry experience. He has been with Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. since 2016. Raymond James & Associates, Inc. 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—providing wealth advisory planning and investment consulting primarily on a non-discretionary basis through its Wealth Advisory Services Program and institutional consulting services.