Yandri Arces Obregon is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Obregon worked at Truist and Wells Fargo. 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 broad client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Todd Foley is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for three years before joining Raymond James in 2020. Outside of his advisory work, he owns the domain name swimadvisor.com. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Sumaiyya Khan is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. She currently works at Raymond James & Associates and previously was employed at Sabal Trust Company, Premier Family of Companies, and the New Jersey Turnpike Authority. 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, high-net-worth clients, institutions, pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jay Timberlake is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services Advisors, Inc. since 2016. In addition to his advisory work, he owns Timberlake Financial, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning tools and supports its clients through advisory programs and a range of specialized services.

Quinn Ebright is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and over 10 years of industry experience. He has been with Raymond James in various capacities since 2015. Outside of finance, he owns Quinn Ebright Photography, a small e-commerce business selling landscape photography prints and related services. 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 charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Robert Riehle is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has worked at several affiliated firms, including Voyager Wealth Advisors and Raymond James Financial. 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Warren Paquin is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2019, following earlier roles at Edward Jones and SurePayroll. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Louis Spence III is a CFP® professional with 32 years of industry experience, currently serving at Raymond James & Associates since 2015. He previously co-owned a Raymond James Financial Services branch support company and is the author of a book on Social Security. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipalities. The firm provides financial planning, non-discretionary investment consulting, and institutional consulting, leveraging a range of portfolio management styles and affiliated research.

Tracey Czopek is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. She has worked at Raymond James since 2017 and previously spent a year at Morgan Stanley. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Roger Place Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he serves as COO of Tetelestai, LLC, a business involved in managing staff and system operations related to financial advising. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Brett Patmore is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds the Series 66 designation and has previously worked with Seneca Financial Advisors LLC and Equitable Advisors, LLC. Outside of his advisory role, he operates several online resale businesses on platforms such as eBay, DePop, and Grailed. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools to provide both discretionary and non-discretionary investment management, emphasizing diversified portfolios and long-term strategies.

Brian Kashlak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 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 and third-party sources.

Robert T. Cochrane is a financial advisor at UBS Financial Services with 30 years of industry experience, all with UBS since 1996. He holds Series 63 and Series 65 credentials. Outside of his advisory work, he serves as one of five board members overseeing the financials and services of a condominium association in Pinellas County, Florida. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Tsvetelina Georgiev is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. She has been with Raymond James Financial Services and Raymond James & Associates since 2015 and previously worked with Carillon Fund Distributors. Georgiev is also a managing partner of Inspire Holdings LLC. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jonathan Elston is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, Florida, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been associated with Raymond James in various capacities since 2006 and serves as an independent contractor for Mascherin Financial, Inc., a support company for a Raymond James branch. 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, pension plans, corporations, charities, and institutions. The firm employs a non-discretionary, goal-focused approach utilizing risk profiling and modeling tools and is notable for its municipal advisory affiliation and specialized SIMPLE IRA consulting program.

Marcus Van Der Meulen is a financial advisor with Raymond James & Associates, holding Series 65 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at UBS Financial Services, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Morgan Stanley Private Bank. He serves as a co-trustee for an estate planning trust, Three Windmill Trust. 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, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Ryan Stiphany is a financial advisor at Raymond James & Associates with 13 years of industry experience and holds a Series 66 designation. Prior to joining Raymond James in 2026, he worked at Manning & Napier Advisors and Investor Services for six years and held roles at Charles Schwab, TransAmerica, and Jarred Bunch Consulting. Outside of his advisory role, he is the host of Tampa Bay Dream Team Trivia, a non-investment related activity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network and a range of portfolio management styles.

David Feaster Jr. is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2008. 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Christopher Taylor is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and seven years of industry experience. He has worked within various divisions of Raymond James since 2017 and was previously affiliated with the University of South Florida for four years. 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 institutional fiduciary solutions.

Christopher Service is a financial advisor at Edward Jones in St. Petersburg, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he held various roles including head swim coach for the Carrollwood Village Swim Team and Carrollwood Day School. Outside of his advisory work, he is actively involved in coaching swimming teams, managing season planning, and hiring assistant coaches. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.