Dwight Edwards is a financial advisor with Raymond James & Associates in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Raymond James & Associates, INC since 2016 and also worked at Raymond James & Associates from 2017 to 2018. Outside of his advisory role, he is involved in rental property ownership. Raymond James & Associates offers financial planning and investment consulting services to a wide range of clients, including individuals, 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.

James Warren III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a trustee for private trusts in Tampa, FL. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Reagan Fricke is a financial advisor at Raymond James & Associates in Tampa, FL, holding a Series 66 designation with two years of industry experience. He has been with Raymond James in various capacities since 2016. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base that includes 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.

Craig Federer is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James since 2014. Federer serves as a board member and finance operations committee member for the Tampa Theatre, a nonprofit organization. Raymond James & Associates offers 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 provides tailored financial plans and investment recommendations, serving both retail and institutional clients, including municipal entities.

Cory Kleinman is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James since 2016. Kleinman serves on the Junior Advisory Board of The First Tee of Tampa Bay, where he volunteers teaching life skills to underprivileged youth through golf. Raymond James & Associates 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 to a diverse client base, including individuals, corporations, and government entities, using a non-discretionary approach that emphasizes comprehensive planning and client implementation authority.

William Day II is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. He holds Series 63 and Series 65 licenses and is based in Tampa, FL. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets, providing wealth advisory planning and investment consulting services to a diverse client base that includes individuals, institutions, and government entities. The firm offers planning and investment consulting on a non-discretionary basis and has notable capabilities in municipal and public finance, supported by an extensive affiliate network.

Jane Greer is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation. Prior to joining Raymond James, she worked at Target for 16 years. 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 advisors. The firm provides wealth advisory planning and investment consulting to a broad client base including individuals, institutions, and governmental entities, emphasizing non-discretionary planning and investment recommendations.

Gabriel Mbulo is a financial advisor with Raymond James & Associates in Tampa, FL. He holds the CFP® and ChFC® designations and has 27 years of industry experience. His prior work includes nine years at Edward Jones and five years at Raymond James & Associates before his current tenure. Outside of finance, he is a co-owner and director of Tonz of Fun LLC, a youth sports program provider. 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 offers wealth advisory planning and investment consulting for a broad client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by an extensive affiliate network and specialized public finance capabilities.

Philip Jordan is a financial advisor at Raymond James & Associates with 38 years of industry experience. He previously worked at UBS Financial Services Inc. for 16 years. Jordan holds Series 63 and Series 65 credentials and is based in Tampa, FL. 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, with a notable focus on municipal and public finance.

Charles Curtis Jr. is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James-affiliated firms since 2013, including his current role at Raymond James & Associates since 2018. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting through its Institutional Fiduciary Solutions division.

Salvatore D'Alessandro is a financial advisor at Raymond James & Associates with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Fifth Third Securities and Fifth Third Bank, as well as various roles in education and entertainment sectors. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management serving a broad client base including individuals, institutional clients, and government entities. The firm provides non-discretionary wealth advisory planning and investment consulting, supported by a large affiliate network and specialized municipal and public finance services.

Jody Clark is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James since 2013. Clark serves as a board member of After School All-Stars, a nonprofit organization. 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 delivers institutional consulting via its Institutional Fiduciary Solutions division.

Marsha Werner is a financial advisor with Raymond James & Associates in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been with Raymond James & Associates since 2014. Outside of her advisory role, she serves on the Finance and Investment Committee of the Ocean Pearl Condominium Association, a nonprofit organization. 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 investment advisory with public financing and municipal work.

James Ritchie is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC and Hartford Funds Management Company, LLC. 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 both discretionary and non-discretionary advisory relationships.

Robert Wetzork Jr. is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2016. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, offering wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Dylan Matthias is a financial advisor with Raymond James & Associates in Tampa, FL. He holds a Series 66 designation and has been with Raymond James since 2025. Prior to his advisory role, he worked at EOS Fitness and The Bank of Tampa, among other positions. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm serves a diverse client base, including individuals, pension plans, corporations, and government entities, providing non-discretionary wealth advisory planning and investment consulting.

Rafael Urena is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Raymond James & Associates in Tampa, FL. His career includes multiple roles within Raymond James as well as prior positions at Sandy Morris Financial & Estate Planning Services, Camilo Labs, Purple Communications, Bloomin' Brands, and Aleilo Enterprises. He serves as a board member for Junior Achievement of Tampa Bay, contributing to financial education for middle and high school students. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and municipal finance services, supporting clients with tailored financial plans and investment recommendations.

Gary Kleinman is a financial advisor with Raymond James & Associates in Long Boat Key, FL, holding a Series 63 license and over 43 years of industry experience. He has been with Raymond James since 2001 and is also an officer and treasurer of Hancor Promotions Inc., a role he has held since 2004. Additionally, he serves as a trustee responsible for managing an investment trust for his daughter. 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 investment recommendations using firm research and planning tools, and it maintains capabilities in public finance and municipal services alongside its retail advisory offerings.

Bryan Mc Kay is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Sandy Morris Financial and Brightway Insurance. 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 delivers institutional consulting via its Institutional Fiduciary Solutions division.

Patricia Green is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 66 licenses and 17 years of industry experience. She worked at UBS Financial Services Inc. from 2008 to 2025 before joining Raymond James in 2026. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a broad client base including individuals, institutions, and government entities. The firm offers wealth advisory planning and investment consulting on a non-discretionary basis, with notable expertise in municipal and public finance services.

Jennifer Rodriguez is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. She has been with Raymond James since 2009 and also works part-time as a travel agent with Cruise Planners and Mirabella Travel. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a broad 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.

Dylan Snyder is a financial advisor with Raymond James & Associates in Tampa, FL. He holds the Series 66 designation and has three years of industry experience, including four years at UBS Financial Services Inc. Prior to his financial career, he spent time in education and worked at Butler & Boyd P.A. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, combining comprehensive financial planning with firm-sponsored wrap fee programs and institutional consulting services.

Lewis Carron is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Raymond James & Associates since 1990. Outside of his advisory role, he is a founder and leader of the Chi Chi Rodriguez Academy and Foundation, where he co-chairs the golf tournament committee. 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 through its Institutional Fiduciary Solutions division.

Brooke Harris is a financial advisor at Raymond James & Associates with a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2022, she worked for 22 years with the U.S. Department of Defense in the Defense Criminal Investigative Service. 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 through its Wealth Advisory Services Program and also delivers institutional consulting via its Institutional Fiduciary Solutions division.

Susan Hite is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She has worked at Raymond James & Associates since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors 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 public finance services, combining retail advisory offerings with municipal and public-financing capabilities.

Adriana Sormani is a financial advisor with Raymond James & Associates in Dunedin, FL, holding a Series 66 designation and 25 years of industry experience. She previously worked at UBS Financial Services Inc. from 2011 to 2019 before joining Raymond James in 2019. 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 financial plans and asset-allocation analyses, serving both retail and institutional clients, with a notable focus on public finance and municipal work.

Camille York Adrien is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. She has worked at Raymond James & Associates since 2018 and previously held positions at CUNA Brokerage Services, Inc. and Suncoast Credit Union. In addition to her advisory role, she owns The York Exchange, where she facilitates seminars, workshops, and keynote presentations. 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 non-discretionary advisory services supported by proprietary research and planning tools, along with institutional consulting and public finance capabilities.

Zachary Vandergrift is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and eight years of industry experience. He has worked at Raymond James since 2019 and previously at Ameriprise Financial Services Inc and Uber. 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 and investment consulting primarily on a non-discretionary basis.