Sean Morr is a financial advisor at Raymond James & Associates with a Series 66 credential and three years of industry experience. He has worked at Raymond James & Associates since 2022 and has prior experience at Southern Technical College and Baycare Health Systems. 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 and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Pedro Estrada is a financial advisor with Raymond James Financial in Saint Petersburg, FL. He holds Series 63 and Series 65 licenses and has three years of industry experience. Outside of his advisory role, he owns Estrada Signing Services LLC, which facilitates loan closings and notarizes documents. 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 entities. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

Ronald Mason is a financial advisor with RBC Capital Markets in St. Petersburg, FL. He holds Series 63 and Series 66 licenses and has 29 years of experience in the industry. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and offers access to both in-house and third-party investment managers.

Bryan Lemke is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and having nine years of industry experience. He has been with Raymond James & Associates 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 and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional consulting services.

Grace Bernhardt is a Series 66 credentialed financial advisor with six years of industry experience. She has worked at Raymond James & Associates since 2023, following roles at Carillon Fund Distributors, Inc. and Raymond James. She is based in St. Petersburg, FL. Raymond James & Associates, Inc. is a 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 and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Ian Kane is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 11 years of industry experience. Before joining Raymond James, he worked at E*TRADE Capital Management and E*TRADE Securities from 2017 to 2022, and at T. Rowe Price from 2015 to 2017. He was also involved with Clearwater Watersports during part of his career. Raymond James & Associates is a large, dually registered broker-dealer and 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 advisory services supported by extensive research and a range of portfolio management strategies.

Robyn Lista is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James & Associates, she worked at Raissi & Co, Inc. and has been involved with Inspire Productions, LLC as a singer and Pure Barre as a part-time fitness instructor. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services using a variety of portfolio management styles supported by in-house research and affiliated managers.

Julian Johnson is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Citigroup, JPMorgan Chase Bank, JPMorgan Securities, and City Securities Corporation. Raymond James & Associates, Inc. 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, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Paul Manfrey is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds the ChFC® designation and Series 63 and 65 licenses, and has 37 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A., Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Willem Marx is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 18 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. Outside of his advisory role, Marx volunteers as a soccer coach at First Baptist Church of Indian Rocks in Largo, Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Min is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has worked with ASC Trust and New York University. 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, pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gavin Mc Lay is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. His background includes roles at Raymond James & Associates, Florida State University, Boaters Republic, and Northeast High School. Outside of advisory work, he serves as a captain for hire through Outta Line Fishing Charters. 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, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

William Thurber is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at Fidelity Investments and Raymond James Financial Services. Outside of finance, he has experience with the Oak Square YMCA. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary advice using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Carrie Esposito is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and 12 years of industry experience. She has worked at Raymond James since 2018 and previously held roles at MML Investors Services and Massachusetts Mutual Life Insurance Company. Since 2022, she has also served as the Pinellas County Supervisor of Elections. 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, investment consulting, and specialized municipal advisory services.

Aidan Strzempka is a financial advisor at Raymond James & Associates with a Series 66 designation. He has recently begun his career in the industry and has prior experience at Edward Jones and Bowden's. 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 broad client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through multiple advisory programs.

Eric Harter is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds the Series 66 designation and has been with various Raymond James entities since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools to help illustrate potential outcomes and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Marley is a financial advisor with Wells Fargo Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked within various Wells Fargo entities since 2014, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services, utilizing proprietary research and planning tools. The firm offers a broad range of planning options tailored to clients meeting certain net-worth thresholds, including specialized services such as business-owner transition and sports & entertainment planning.

Jared Emerick is a financial advisor at UBS Financial Services in Petersburg, FL, holding a Series 66 designation with six years of industry experience. He has worked at UBS since 2019 and previously held roles at No Rules Offshore Adventures Inc. and Al Seer Marine Supplies. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of investment products. The firm combines institutional trading capabilities with wealth management services through its broad platform.

Christopher Butler is a CFA® charterholder affiliated with Raymond James & Associates in St. Petersburg, FL, with 23 years of industry experience. He has been with Raymond James & Associates since 2002. Butler serves on the board of Big Brothers Big Sisters of Tampa Bay and is the incoming Board Chair starting in 2026. 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 charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

David Tomberlin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at T. Rowe Price Investment Services, Inc. for eight years before joining Raymond James in 2018. Outside of his advisory role, he serves on the JDRF Tampa Bay Chapter Walk Committee and as the Gala Logistics Chair. Raymond James & Associates is a large institution overseeing roughly $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 municipal advisory services.