Michael Partridge is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Raymond James since 2017, following three years with USAA Financial Planning Services and USAA Financial Advisors Inc. 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 diverse client base including individuals, pension plans, corporations, and government entities, with a notable presence in municipal and public finance.

Herbert Eng is a financial advisor with LPL Financial in Clearwater, FL, holding the CFP® designation and Series 63 license. He has 37 years of industry experience, including roles at LPL Financial since 2018 and Invest Financial Corporation since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and access to model portfolios and research from multiple sources.

Jacob Ackerman is a financial advisor with LPL Financial in Clearwater, FL, holding the Series 66 designation and eight years of industry experience. He previously worked at Calton & Associates, Inc. and New York Life. Outside of his advisory role, Ackerman is employed by American Dream CPA in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Brandon Baird is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 20 years of industry experience. His career includes positions at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James Bank and Raymond James & Associates in 2018. 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 also offers institutional consulting and sponsors wrap fee advisory programs.

John Bryan is a financial advisor with Cetera, holding a Series 66 designation and 27 years of industry experience. He has worked at several financial services firms including Avantax and Benton Financial Group, and maintains roles in tax preparation and accounting through his own businesses. Bryan also serves as treasurer of a neighborhood homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment platforms through a large national network of independent advisors.

Shelley Ann Ragoonanan is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and seven years of industry experience. Her prior roles include positions at Ameriprise, JPMorgan Chase Bank, JPMorgan Securities, and AXA Advisors, along with nearly a decade as an independent investor. 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 wide range of clients, including high-net-worth individuals and institutional entities, offering non-discretionary planning and recommendations supported by a broad affiliate network and specialized municipal advisory capabilities.

Jonathan Richie is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation and 13 years of industry experience. Before joining Raymond James in 2018, he was involved with the International Language Academy and operated J Richie Media, LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and supports institutional clients through risk-based reviews and municipal and public finance-related activities.

Joshua Brooks is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America. 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, institutions, and government entities, delivering non-discretionary financial planning and investment recommendations supported by an extensive affiliate network.

Casey Bradford is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and LPL Financial. Outside of his advisory role, Bradford serves as a Girl Scout troop leader in West Central Florida. 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 broad client base, including individuals, institutions, and governmental entities, delivering non-discretionary recommendations supported by extensive research and affiliate resources.

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.

Kimberly Williams is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been working in the financial services industry since 1983 and joined Merrill in 1992. She holds a Bachelor's Degree in Organizational Management from John Brown University. Kimberly has earned the CERTIFIED FINANCIAL PLANNER™ (CFP) certification from the Certified Financial Planner Board of Standards, Inc., and is a Chartered Retirement Planning Counselor™ (CRPC) designee. Additionally, she holds the Personal Investment Advisor (PIA) designation. Kimberly is a native of central Arkansas and resides there with her husband, Charles.

Brian Tulinski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Jake Stayer is a CFP®-certified financial advisor with Ameriprise in Clearwater, FL, bringing four years of industry experience. His background includes roles at Fidelity Investments and involvement with the Chi Omega Sorority. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals near or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to clients’ retirement income needs.

Nick Redhead is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he collaborates with clients to develop personalized strategies for accumulating, preserving, and transferring financial wealth, aiming to simplify financial planning and build client confidence through clear guidance and ongoing partnership. Prior to his current position, Nick served as a Financial Representative at Charles Schwab from 2022 to 2023 and was a Financial Consultant partner at Equitable Advisors from 2019 to 2021. His professional experience reflects a focus on client-centered financial consulting across multiple organizations. Outside of his professional work, Nick has interests in fitness, food, football, golf, and movies.

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.