Roy James is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he co-hosts a sports debate podcast and is involved in several business ventures including real estate development and wellness services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and related financial services.

Brandon Baird is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with Raymond James Bank and Raymond James & Associates since 2018, following two years at Wells Fargo Clearing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through various programs and affiliated research resources.

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 at Raymond James & Associates with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise, JPMorgan Chase Bank, JPMorgan Securities, and AXA Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Jonathan Richie is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors, Inc. since 2018. Prior to his current role, he was involved with the International Language Academy and owned J Richie Media, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor strategies to client goals and supports its extensive advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Joshua Brooks is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes prior roles at Merrill, Bank of America, Wells Fargo Clearing, and PNC Wealth Management. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Casey Bradford is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to joining Raymond James, Bradford worked at UBS Financial Services and LPL Financial. Outside of financial advising, Bradford serves as a Girl Scout troop leader for the Girl Scouts of West Central Florida. 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.

Robert Ulrich is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor financial plans aligned with client goals and risk tolerances.

Stephanie Fuetterer is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and previously worked at Advanta IRA Services, LLC for five years. Her background also includes roles in the hospitality industry and at the University of South Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipalities, offering financial planning, investment consulting, and municipal advisory services through various specialized programs.

Brian Trautmann is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. His previous roles include positions at Merrill and American Financial Network, as well as various engagements with the University of Florida. 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, and municipal entities, providing financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management options.

Katherine Roulston is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and bringing 26 years of industry experience. Her career includes roles at Merrill, Morgan Stanley, Wells Fargo Clearing, and Raymond James. Raymond James & Associates, Inc. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Lidisis Machin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and bringing 11 years of industry experience. Prior to joining Raymond James in 2020, Machin worked at Cetera and Summit Financial Group. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and a range of portfolio management styles.

Jeffrey Park is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at T. Rowe Price for 20 years before joining Raymond James in 2020. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kimberly Williams is a financial advisor at Merrill with 5 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2003. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes tax-efficient investment strategies and benefits from its integration with Bank of America affiliates and a comprehensive capital-markets platform.

Brian Tulinski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

David Herman is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior work includes 16 years at Citigroup Global Markets before joining Morgan Stanley Smith Barney in 2009 and Morgan Stanley Private Bank in 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through both direct and corporate financial planning agreements.

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 bringing 39 years of industry experience. She has been with Raymond James & Associates since 2005. Outside of her advisory role, she operates LVP Designs, creating and marketing crafts at local markets and fairs. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Sean Garcia is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at Raymond James and Associates since 2019 and previously spent 12 years at T. Rowe Price Investment Services, Inc. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional investors, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions.