Dallas Nelson is a financial advisor with Raymond James Financial Services, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Raymond James in 2022, he worked at Florida Financial Advisors and has experience in unrelated fields including restaurant and retail management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary advisory services using risk profiling and modeling tools, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

Anita Lemon is a financial advisor at Raymond James Financial with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Raymond James Financial Services since 2008. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Josh Dunn is a CFP® certified financial advisor with 18 years of industry experience, currently with Raymond James Financial Services Advisors Inc. He has held prior roles at PNC Investments and JPMorgan Securities LLC. Dunn is based in Saint Petersburg, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers non-discretionary planning and tailored investment consulting using risk profiling and modeling tools, and maintains unique affiliations and programs supporting municipal finance and employer retirement plans.

Jee Lee is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. He is also the owner of Kimchi, LLC, a family restaurant with no current responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Thomas Harmon is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and 16 years of industry experience. He has been associated with various Raymond James entities since 2016. Raymond James Financial Services Advisors, Inc. serves a diverse client base that includes individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored financial planning and investment consulting using analytical tools and supports programs such as wrap-fee advisory and municipal finance services.

Matthew Frey is a financial advisor with Raymond James Financial, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Vault Retirement Services, Lynch and Associates, and First Bandwidth Bank. Outside of advisory services, he is a partner in COBYMARK, LLC, a real estate holding company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored non-discretionary advisory services using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Tyler Washington is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Joseph Mc Castlain is a financial advisor with Raymond James Financial, holding Series 66 and Series 65 designations and possessing 14 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2019 and previously worked at Mutual Of America Securities and Mutual Of America Life Insurance Company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and advisory services and supports municipal and public-finance work through a unique municipal advisor affiliation.

Keith Kopperud is a financial advisor with Raymond James Financial Services Advisors Inc. in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Raymond James Financial Services Inc. since 2006 and with the Advisors division since 2017. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides non-discretionary planning tailored to client goals using risk profiling and modeling tools and supports municipal and public finance work through a municipal advisor affiliation.

Allison Brown is a financial advisor at Raymond James Financial with nine years of industry experience. She holds the Series 66 and Series 63 designations and has worked within various divisions of Raymond James since 2013. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs alongside specialized municipal and public-finance services.

Brittany Bartlett is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 14 years of industry experience. She has been with various Raymond James entities since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and corporations. The firm uses tailored, non-discretionary planning and risk profiling tools to support client goals and offers specialized services such as municipal advisory work and a SIMPLE IRA Employer Advisory & Consulting Services program.

Gerri Price is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Raymond James since 2004, including 13 years with the firm’s advisory division. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and uses advanced analytical tools to support client goals, with specialized offerings in municipal and public finance as well as SIMPLE IRA Employer Advisory programs.

Stephen Kruchten is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has worked at Raymond James since 2009 and previously was affiliated with Bremer Bank from 2007 to 2020. Kruchten also serves as an advisory board member for BISA, participating in quarterly meetings that coordinate efforts between the bank/credit union and broker-dealer organizations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports portfolio management through a large network of advisors and affiliated firms.

Melinda Perez is a financial advisor at Raymond James Financial with 19 years of industry experience and holds a Series 66 designation. She has worked at various Raymond James entities since 2015 and has been involved with TaTo Salsa since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients, using tailored, non-discretionary strategies supported by analytical tools and technology.

Vincent Lally is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2014. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Cole is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding Series 63 and Series 66 designations and 14 years of experience. He has been with various Raymond James entities since 2007. Cole serves as a committee member for the finance committee at First United Methodist Church in St. Petersburg, reviewing budgets and expenses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized municipal and retirement plan services.

Todd Gartrell is a CFP® professional with 35 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has held various roles since 2009, including positions at Optavia and Take Shape For Life. Outside of his advisory work, he serves as a trustee for family trusts managing real estate and investment assets. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs a non-discretionary approach tailored to client goals, integrating analytical tools and risk profiling while supporting advisory program implementation.

Zachary Strutt is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation and having 10 years of industry experience. He has been with various Raymond James entities since 2016. Outside of his advisory role, he is involved in a rental real estate business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals, with a notable affiliation supporting municipal and public finance work.

Pedro Estrada is a financial advisor with Raymond James Financial in Saint Petersburg, FL. He holds Series 63 and Series 65 licenses and has three years of industry experience. Outside of his advisory role, he owns Estrada Signing Services LLC, which facilitates loan closings and notarizes documents. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

William Thurber is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at Fidelity Investments and Raymond James Financial Services. Outside of finance, he has experience with the Oak Square YMCA. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary advice using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.