Karyn Mc Corry is a Series 66-registered financial advisor with Raymond James & Associates, based in St. Petersburg, FL. She has three years of industry experience, including roles at Raymond James Financial, Freedom Mortgage Company, and in the home health care and judicial sectors. 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 and consulting services supported by a range of investment strategies and affiliated research.

Marc Delia is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining LPL Financial in 2022, he worked for Lincoln Financial Advisors Corporation from 2015 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and services including discretionary and non-discretionary portfolio management supported by research from LPL and third-party subadvisors.

Autumn Bonsall is a financial advisor with Raymond James Financial Services, Inc. in Saint Petersburg, FL, holding a Series 66 license and having 21 years of industry experience. She has been with Raymond James since 2005. Outside of her advisory work, Bonsall serves as a committee member and Development Committee Chair for Jobsite Theater, a nonprofit organization in Tampa, FL. 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, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Gregory Fallon is a financial advisor with Edward Jones in St. Petersburg, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. 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 wide range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient overlay solutions.

Patrick Taylor is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Gary Waldron is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He previously worked at Citigroup Global Markets for 11 years before joining Raymond James in 2018. 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, providing tailored financial planning and non-discretionary investment consulting supported by diverse portfolio management strategies and affiliated research.

James Mcgathey is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Avantax and Symetra Investment Services. He also operates a tax preparation and accounting business as a CPA. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management and financial planning through a multi-manager platform that includes both affiliated and third-party investment options.

Jeffrey Zientara is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 18 years of industry experience. He has worked at various Raymond James entities since 2018 and was previously with GF Investment Services LLC and Global Financial Private Capital LLC. Outside of finance, he owns Hitokiri Studios LLC, a business that creates and edits video and audio content. 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, and offers financial planning, investment consulting, and institutional fiduciary services.

Matthew Karpay is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley, FTR Hospitality, Oxford Exchange, and O8O Studios. 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, providing financial planning and non-discretionary investment consulting through various specialized programs and an extensive affiliated network.

Shelby Reeves is a Series 66 credentialed financial advisor with nine years of industry experience. He currently works at Fisher Investments and has held prior roles at firms including PGIM Investments, Prudential Investment Management Services, and Franklin Distributors. Fisher Investments provides discretionary portfolio management for a diverse client base including institutional and private investors, utilizing a centralized investment approach that combines quantitative and qualitative research to construct globally diversified portfolios.

Bahi Beshara is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James & Associates since 2016, following a one-year tenure at Achieva Credit Union. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, employing various portfolio management styles supported by firm research and affiliated sub-advisers.

Kimberly Loux is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Her career includes positions at UBS Financial Services and two separate tenures at Raymond James & Associates, as well as SigFig. Outside of her advisory role, she works part-time as a yoga teacher. 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 wide range of clients, including individuals, institutional accounts, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

Conrado Asencio Asencio is a financial advisor with RBC Capital Markets holding a Series 66 designation and one year of industry experience. His prior work includes roles at BayFirst National Bank, Amscot Financial, and Liga Municipal Dominicana. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Michael Gardiner is a financial advisor with Morgan Stanley and holds a Series 66 designation. He has 18 years of industry experience, having worked at various Morgan Stanley entities since 2009. His professional background includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

William Mackeeman V is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2011. 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Tina Betz is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and 26 years of industry experience. She has been with Raymond James & Associates since 2006. 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 charitable organizations, offering financial planning and consulting through various programs and a broad range of portfolio management styles.

Cameron Ahari is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation with five years of industry experience. Prior to his advisory role, he spent nine years at Nike, Inc. He serves as a committee member at Stovall House, a private club, where he founded a society called Racquet Club. 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 municipal advisory services.

Rebecca Chicco is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 license and 11 years of industry experience. She has worked at various Raymond James entities since 2018 and maintains an active interest in acupuncture, practicing for friends and family and conducting community workshops. 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—and offers customized financial planning, investment consulting, and specialized municipal advisory services.

Gilbert Schisler is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked with various Raymond James affiliates since 2019 and previously held roles at USAA Financial Advisors and USAA Investment Management Company. Outside of his advisory work, he is involved part-time in selling products on eBay. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and unique services such as municipal advisory work and a SIMPLE IRA Employer Advisory program.

Robert Blenis is a financial advisor with Raymond James Financial, holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James Financial Services since 2003. Outside of his advisory role, he serves as Elder Board Chairman at Northside Baptist Church in Saint Petersburg, FL, where he leads board meetings and oversees pastoral care and board recruitment. 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 clients. The firm offers tailored non-discretionary planning and utilizes analytical tools to support client decision-making, with specialized services in municipal finance and SIMPLE IRA employer consulting.