Chrisonda Mcdonald is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. from 2009 to the present. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional entities, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jason Hunt is a financial advisor with LPL Financial in Clearwater, FL, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. Before joining LPL Financial in 2018, he worked at INVEST Financial Corporation for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jonathan Wilkins is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with LPL Financial and has held prior roles at Osaic Wealth, Payant Wealth Management Group, Sagepoint Financial, Washburn Capital Management, and Charles Schwab. Outside of advising, he is also a certified notary in Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, managing over $819 billion in discretionary assets through a large network of advisors.

Jad Khoury is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and accumulating 32 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of advisory work, he is a partner and owner in a single-family rental real estate business and serves as an authorized representative of a real estate investment company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers a range of financial planning and consulting services, with advisors providing tailored, generally non-discretionary advice supported by firm research and multiple portfolio management styles.

Wendy Cundari is a financial advisor at LPL Financial with 35 years of industry experience. She holds Series 63 and Series 66 designations. Her career includes roles at Red Canoe Credit Union, CUNA Brokerage Services, and CUNA Mutual Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jake Szymanski is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has previous work experience at Melting Pot of Buffalo, Route 78 Street Bar, and Panera Bread. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gizo Abuladze is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch, National Securities Corporation, and various other firms. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Tanner Helsel is a CFP® professional with four years of industry experience, currently affiliated with Raymond James & Associates in St. Petersburg, FL. His prior experience includes roles at Sanford C. Bernstein & Co., LLC and Associated Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, providing tailored financial planning and consulting services through various portfolio management styles and affiliated research.

Thomas Mc Donald Jr. is a financial advisor with Raymond James Financial in Clearwater, FL, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Morgan Stanley, NYLife Securities, and MassMutual Life Insurance. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations, employing tailored, non-discretionary strategies supported by analytical tools and risk profiling. The firm supports a broad advisor network and includes specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Rikki Fletcher is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. She has been with Raymond James & Associates since 2018 following four years spent in full-time education. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and public entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Daniel Gardner is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 66 designations and has 25 years of industry experience. Prior to joining Osaic in 2023, he worked at Century Financial Advisors, Inc. from 2008 and FSC Securities Corporation from 2001. Gardner is also involved as a partner in Builders MEP Group, focusing on market 401(k) plans. Osaic Wealth, Inc. serves a diverse clientele including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk tolerance assessments, and a range of investment vehicles to tailor portfolios managed on discretionary or non-discretionary bases.

Reed Murray is a financial advisor with Raymond James & Associates holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at UBS Financial Services and PwC. Outside of his advisory work, he is co-owner and co-host of a weekly podcast focused on drums and music. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Scott Nagorka is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Raymond James Financial since 2022, following prior roles at UBS Financial Services and LPL Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs with a distinctive municipal advisor affiliation and specialized retirement plan consulting services.

Jason Abeles is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 credentials and 19 years of industry experience. He has worked at Raymond James Bank and Raymond James & Associates since 2015. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and government entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joseph Godbout is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has worked with multiple firms including Purshe Kaplan Sterling Investments and Valic Financial Advisors. He is also involved as an associate employee with Goodrich Wealth Planning in St. Petersburg, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses analytical tools and tailored strategies to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

John Hoke is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James and CPS Investment Advisors. In addition to his advisory work, he serves as a 1st Lieutenant in the Army Reserves. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing a combination of model portfolios, third-party subadvisors, and customized strategies.

Phillip Watkins is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior positions include roles at Morgan Stanley and E*TRADE Securities. Raymond James & Associates is a large, 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Elizabeth Emmons is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Raymond James Financial Services, Inc. since 2010. 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 employs tailored, non-discretionary planning and consulting approaches that utilize risk profiling and analytical modeling to support client goals.

Kristine Bergin is a financial advisor with Raymond James Financial Services Advisors Inc. She holds Series 63 and Series 66 designations and has 28 years of industry experience. Her work history includes nine years at Raymond James and four years at GF Investments/Global Financial Private Capital, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services including municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Thomas Berry is a financial advisor with LPL Financial in St. Petersburg, FL, holding a Series 66 license and 11 years of industry experience. He previously worked at Longview Wealth Advisors, LLC, and Waddell & Reed, Inc., and has been involved in managing businesses under the Thaxter Walton Financial brand. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports its advisors with research, model portfolios, and diverse investment options while operating at significant scale with over 22,800 advisors and $819 billion in discretionary assets.