Kevin Mahoney is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 designation and has been with Raymond James entities since 2016. 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 consulting services.

Eugene Rodriguez is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and previously spent 11 years with METLIFE Securities Inc. He also holds licenses in life, health, group health, accident, fixed annuity, and long-term care insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs using firm-approved analytical tools, structuring engagements as annual, collaborative processes.

Dylan Heisey is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior roles include positions at Fidelity Investments and JPMorgan Chase. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Kent Larsson is a financial advisor at Raymond James Financial with 13 years of industry experience. His previous roles include positions at Fisher Investments and New York Life Insurance Company. He serves as a board member for the Bayview Condominiums Clearwater Association, an HOA in Clearwater, Florida. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

William Schultz is a CFP® with 16 years of industry experience, currently with Raymond James & Associates. His prior roles include positions at Truist Advisory Services, Wells Fargo Clearing Services, TD Ameritrade, Merrill, and VOYA Financial Advisors. 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, and offers a range of financial planning and consulting services primarily on a non-discretionary basis.

Allen Truong is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and five years of industry experience. His background includes roles at Morgan Stanley and Trinity Invest LLC, as well as entrepreneurial experience in the restaurant industry. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm employs a tailored, non-discretionary approach using analytical tools and supports various advisory programs and institutional consulting services.

Donald Mc Elroy Jr. is a CFP®-designated financial advisor with 13 years of industry experience, currently associated with Raymond James Financial Services Advisors, Inc. He has worked within various Raymond James entities since 2012 and is also involved with Frey Masterson Investment Advisors in Saint Petersburg, FL. 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, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting supported by risk profiling and analytical modeling, and it offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Christopher Rich is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and has 26 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and OSAIC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Andy Lopez is a financial advisor with Wells Fargo Clearing in Saint Petersburg, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Bank of America. Outside of his advisory role, Lopez is involved in a home-flipping business through Tampa Private Group LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options in its investment menus, serving a broad range of institutional clients.

Allyson Snow is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at J.W. Cole Advisors and Axa Advisors LLC. Outside of finance, she owns Tampa Bay Yogi, LLC, where she hosts yoga and fitness events and classes. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services supported by comprehensive research and a diverse set of portfolio management strategies.

Nathaniel Jones is a CFP®-designated financial advisor with Wells Fargo Advisors in Saint Petersburg, FL, bringing 12 years of industry experience. He has worked with Wells Fargo Clearing Services since 2019 and Wells Fargo Bank since 2010, and previously spent five years at Hamilton Capital. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations based on proprietary research and planning tools, with a variety of planning options including niche services for clients with specific needs.

Joshua Sclafani is a financial advisor at Raymond James & Associates with seven years of industry experience. He has held roles within Raymond James Financial Services since 2017 and previously worked at Convergence Consulting Group for three years. He holds the Series 66 designation and is based in St. Petersburg, 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nicholas Keating III is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked at Primerica Financial Services since 1991 and at PFS Investments Inc. since 1983, with a brief tenure at Appointments 4 Advisors in 2020. Outside of investment advising, he is involved in sales related to home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-based strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Danielle Delgado Ellison is a financial advisor with Raymond James & Associates in St. Petersburg, FL. She holds Series 63 and Series 66 designations and has 20 years of industry experience, including 16 years with 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 a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Andrew Phillips is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 25 years of industry experience. He has been with Raymond James since 2006 and co-founded Cook & Phillips Financial Group in 2006. Outside of advising, he is also an insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors while maintaining specialized municipal and SIMPLE IRA advisory services.

Matthew Allen is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Janney Montgomery Scott for 16 years before joining Raymond James in 2018. 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, investment consulting, and institutional advisory services with a focus on tailored, non-discretionary strategies supported by extensive research and a wide range of portfolio management options.

Yelena Peshko is a financial advisor with Raymond James & Associates in St. Petersburg, FL. She holds a Series 66 designation and has 13 years of industry experience, including 11 years at her current firm. 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 municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Dalton Brown is a financial advisor with LPL Financial in Clearwater, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Michael R. Nelson Jr. and Waddell & Reed Inc. Brown also operated a tutoring service, Miles Smart Tutoring, before entering the financial industry. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robert Pisaneschi is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Bank, JP Morgan Securities, Bank of America, and Merrill. Outside of his advisory role, he owns and operates BP Customs Inc., which sells products on Amazon, and Pulse Productions Group, a video production company focused on cars. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary investment services tailored to plan objectives and risk tolerances.

Dallas Nelson is a financial advisor with Raymond James Financial Services, Inc. in Saint Petersburg, FL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Florida Financial Advisors and non-financial positions in the service and hospitality sectors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers tailored, non-discretionary consulting supported by advanced analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.