Samantha Bugatch is a financial advisor with Merrill in Saint Petersburg, FL, holding a Series 66 designation and 19 years of experience at the firm. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Jeffrey Tyler is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds a Series 66 designation and has been with various Raymond James entities since 2004. He is based in St. Petersburg, FL. Raymond James & Associates is a large 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, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

David Henwood is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs and customizes investment strategies based on each client’s risk profile, utilizing a combination of in-house and third-party managers along with a range of portfolio management options.

Steven Wolters is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James and its affiliated entities continuously since 2015. 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, institutional investors, and municipal entities—and offers financial planning, non-discretionary investment consulting, wrap fee advisory programs, and institutional fiduciary solutions.

David Steffensen is a financial advisor at Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 licenses with 20 years of industry experience. He worked at Fidelity Brokerage Services LLC for 15 years before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

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.

Kayla French is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Raymond James & Associates since 2016 and Raymond James Financial Services since 2018. Outside of her financial advisory role, she is involved with Zyia Activewear as a coach, helping clients find the correct activewear fit. 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 a range of advisory services with a focus on fact-based planning and a variety of portfolio management styles.

Julie Fisher is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding a Series 66 designation and 21 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide both discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to clients’ Advisory Risk Profiles.

Oksana Nelson is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and with 11 years of industry experience. She has been with Raymond James firms since 2016, including six years at Raymond James & Associates. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Mark Mekler is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Raymond James & Associates since 2006, with a brief interruption before rejoining the firm in 2022. 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, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Lyublanovits is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2011. 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, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Bonnie Harper is a CFP® with 11 years of industry experience, currently working at Raymond James & Associates since 2014. She holds the Series 66 license and is based in St. Petersburg, FL. 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, institutions, and municipal entities, providing financial planning, advisory, and consulting services with a range of portfolio management styles.

Miles Green is a CFA® charterholder with 27 years of experience in the financial services industry. He has been with RBC Capital Markets since 2008 and has worked concurrently at City National Bank since 2018. In addition to his advisory work, he holds a director role for an oil and gas royalty entity inherited from his father, managing related administrative matters. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, employing a mix of in-house and third-party investment managers and emphasizing customizable strategies aligned with client risk profiles.

Franco Lumia is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and over 27 years of industry experience. He has been with Raymond James & Associates since 1997. 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, pension and profit-sharing plans, and charitable and governmental entities, offering a range of financial planning and consulting services with non-discretionary implementation and access to various portfolio management styles and affiliated research.

Mary Lauritano is a financial advisor at Raymond James & Associates with 26 years of industry experience. She previously worked at UBS Financial Services for 19 years before joining Raymond James in 2024. Outside of her advisory role, she owns Mimz Properties, LLC, a business involved in the purchase, sale, and rental of real estate across multiple states. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension and profit-sharing plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Luis Garcia is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2013. 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 charitable organizations, offering financial planning and consulting services with a focus on tailored, non-discretionary advice supported by extensive research and a wide range of portfolio management styles.

Monique Eatman is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, bringing 10 years of industry experience. Her prior roles include positions at Merrill Lynch and Bank of America. 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, institutional clients, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Larry Ellis is a CFP®-certified financial advisor with Raymond James & Associates in St. Petersburg, FL, bringing 33 years of industry experience. He has been with Raymond James & Associates since 2007 and has owned Larry Ellis - Goldsmith, a fine jewelry sales and repair business, since 2008. Raymond James & Associates 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 provides financial planning and non-discretionary investment consulting, supported by research and a range of portfolio management strategies.

Chadd Eaton is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing and T. Rowe Price Investment Services. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.