Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Timothy V

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Timothy Vansolkema is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2016. 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, 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
user avatar
firm logo

Kevin N

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Kevin Nashbar is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 22 years of industry experience. His career includes multiple roles at Raymond James and a period at Independent Financial Partners. 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 wide 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
user avatar
firm logo

Kyle D

Series 66

St. Petersburg, FL

Raymond James & Associates

Kyle Dalson is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Janney Montgomery Scott. 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 asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships.

General retirement planning Wealth management Founder/Business Owner Retired Executive
user avatar
firm logo

Pamela M

Series 66

St. Petersburg, FL

Raymond James & Associates

Pamela Mc Leod is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 22 years of industry experience. She has been associated with Raymond James firms since 2007. Outside of her advisory work, she donates plasma through BioLife Plasma Services. 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 to a broad range of clients, including individuals, institutions, and public entities, and offers consulting through non-discretionary planning and firm-sponsored wrap programs.

General retirement planning Wealth management Founder/Business Owner Retired Executive
user avatar
firm logo

Omar D

Series 66

St. Petersburg, FL

Raymond James & Associates

Omar De La Rosa is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Raymond James since 2011 and previously worked at Rjih from 2014 to 2017. Based in St. Petersburg, FL, he focuses on financial planning and investment consulting. 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 also provides institutional consulting and sponsors wrap fee advisory programs.

General retirement planning Wealth management Founder/Business Owner Retired Executive
user avatar
firm logo

Matthew V

CFP®, Series 65, Series 63

St. Petersburg, FL

Raymond James & Associates

Matthew Vancleve is a financial advisor at Raymond James & Associates in St. Petersburg, FL, with 11 years of industry experience. He holds the CFP® designation and securities licenses including Series 65 and Series 63. His prior experience includes roles at MassMutual Life Insurance, Guardian Life, and Chartwell Financial/Ashford Advisors. Outside of financial advising, he is the owner of a legal practice and serves as a notary public. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. 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 municipal finance expertise.

General retirement planning Wealth management Founder/Business Owner Retired Executive
user avatar
firm logo

Steven G

Series 66

St. Petersburg, FL

Raymond James & Associates

Steven Gilbert is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at Carillon Tower Advisers, Inc. since 2008 and has been affiliated with Eagle Fund Distributors, Inc. and Raymond James & Associates since 2006. 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 notable focus on municipal clients and public finance activities.

General retirement planning Wealth management Founder/Business Owner Retired Executive
user avatar
firm logo

Stefanie D

Series 66

St. Petersburg, FL

Raymond James & Associates

Stefanie Daley is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation and has been with Raymond James Financial, Inc. since 2012. Outside of her advisory role, she is a certified Jazzercise instructor and teaches online rhythmic aerobics and strength training classes. 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 programs.

General retirement planning Wealth management Founder/Business Owner Retired Executive
user avatar
firm logo

James W

Series 66

St. Petersburg, FL

Raymond James & Associates

James Watts 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 affiliated with Raymond James & Associates since 2015 and with other Raymond James entities since 2018. Raymond James & Associates, Inc. is a dually registered broker‑dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets and supporting over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting services to a wide range of clients, including individuals, institutions, and government entities, with a focus on non-discretionary planning and extensive municipal and public finance capabilities.

General retirement planning Wealth management Founder/Business Owner Retired Executive
user avatar
firm logo

Kapil B

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Kapil Bhatia is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with Raymond James & Associates since 2005. 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.

General retirement planning Wealth management Founder/Business Owner Retired Executive
user avatar
firm logo

Steven L

Series 63, Series 65, Series 66

St. Petersburg, FL

Raymond James & Associates

Steven Labelle is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 credentials and 28 years of industry experience. Prior to joining Raymond James in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors for a combined 10 years. 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 delivers institutional consulting via its Institutional Fiduciary Solutions division.

General retirement planning Wealth management Founder/Business Owner Retired Executive
user avatar
firm logo

David O

CFP®, Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

David Orne is a CFP® professional with 19 years of industry experience. He has been with Raymond James & Associates since 2017 and previously worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. He is based in St. Petersburg, FL. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, and municipal clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

General retirement planning Wealth management Founder/Business Owner Retired Executive
user avatar
firm logo

Kacie S

Series 66

St. Petersburg, FL

Raymond James & Associates

Kacie Solomon is a financial advisor at Raymond James & Associates with a Series 66 designation and two years of industry experience. Prior to her current role, she worked at Jeremiah's Italian Ice. 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 through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

General retirement planning Wealth management Founder/Business Owner Retired Executive
user avatar
firm logo

Carey J

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Carey Joseph is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining Raymond James, he spent nine years at T. Rowe Price and has also worked in hotel management and consulting, as well as for Lyft. 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 non-discretionary advisory relationships and maintains capabilities in public finance and municipal services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
user avatar
firm logo

Kimberly D

Series 66

St. Petersburg, FL

Raymond James & Associates

Kimberly Douglas is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and totaling 24 years of industry experience. Her previous roles include positions at Grove Point Investments, LLC and E*TRADE Securities LLC. Outside of her advisory work, she owns and manages a rental real estate property. Raymond James & Associates, Inc. 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 non-discretionary wealth advisory planning and investment consulting, supported by a broad affiliate network and specialized municipal finance capabilities.

General retirement planning Wealth management Founder/Business Owner Retired Executive
user avatar
firm logo

Zoran K

CFA®

St. Petersburg, FL

Raymond James & Associates

Zoran Knezevic is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Raymond James & Associates. Prior to joining Raymond James, he held roles at Fisher Investments and Franklin Templeton Investments, among others. 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 diverse client base, including high-net-worth individuals and institutional clients, with a notable presence in municipal and public finance.

General retirement planning Wealth management Founder/Business Owner Retired Executive
user avatar
firm logo

Janet N

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Janet Nichols is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and 37 years of industry experience. She has been with Raymond James for over 18 years. Outside of her advisory role, she serves on the board and several committees of the Tampa Bay History Museum. 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, along with institutional consulting and public finance capabilities.

General retirement planning Wealth management Founder/Business Owner Retired Executive
user avatar
firm logo

Ryan R

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Ryan Racine is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Wells Fargo Clearing and Lincoln Financial Distributors. 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 both non-discretionary and discretionary advisory programs, with a notable presence in public finance and municipal services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
user avatar
firm logo

Kellee L

CFP®, Series 66

St. Petersburg, FL

Raymond James & Associates

Kellee Leandre is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. Her prior roles include positions at Securian Financial Services, OMNI Financial Services, and SunTrust Investment Services. Outside of her advisory work, she operates a freelance oil and acrylic painting business. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser that offers wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities. The firm provides non-discretionary planning and portfolio recommendations supported by an extensive affiliate network and specialized municipal finance capabilities.

General retirement planning Wealth management Founder/Business Owner Retired Executive
user avatar
firm logo

Kevin K

Series 65

St. Petersburg, FL

Raymond James & Associates

Kevin Koss is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 65 designation and has worked at Raymond James since 2019, following a four-year tenure at Aviance Capital Management, LLC. 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 sponsors wrap fee advisory programs.

General retirement planning Wealth management Founder/Business Owner Retired Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")