Kellie Lambert is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 licenses. She has 17 years of industry experience, including roles at multiple Raymond James entities 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 individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Timothy Volce is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates, Inc. since 2016. Outside of his advisory role, he serves as a board member and finance/investment committee member for the Museum of South Texas History. 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 charitable organizations, providing tailored financial planning and consulting primarily through non-discretionary relationships.

Ronald Klemm is a CFP®-certified financial advisor at Raymond James & Associates with 20 years of industry experience. He has been with Raymond James Financial Services Inc. since 2006 and served eight years with the Civil Air Patrol, the United States Air Force Auxiliary. 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 wide range of clients including individuals, institutional and pension plans, and charitable organizations, offering financial planning and investment consulting through various programs and an extensive affiliated research and advisory network.

Gregory Helck is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2009. Outside of his advisory role, he is the owner of several family-related business entities formed for estate planning and real estate management purposes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services, with a focus on non-discretionary advisory relationships and a range of portfolio management strategies.

Jennifer Witt is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she is an independent distributor for a cosmetic and skin care company. 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, non-discretionary investment consulting, and municipal advisory services.

Dwight Holmes is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years. Holmes is also the president of a support company unrelated to investment activities. 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 consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Michelle Wooten is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, and has 13 years of industry experience. She has worked with Raymond James Financial Services and Raymond James & Associates for the past 10 years. Outside of her advisory role, she operates a travel business as an independent contractor using Fora as her host agency. 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 non-discretionary financial planning and investment consulting, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Carsyn Norman is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role starting in 2023, he was associated with Northwestern Mutual Wealth Management Company and several other firms. 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, investment consulting, and specialized municipal advisory services.

Nicole Delmas is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, she worked at Merrill for three years and had positions at Prescott Financial, TD Synnex, the Intercultural Advocacy Institute, and the University of 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 wide range of clients including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research.

Clarence Milligan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 35 years of industry experience. His career includes prior roles at Morgan Keegan & Company, Amsouth Investment Management Company, AmSouth Investment Services, and William R. Hough & Co. He is based in Saint Petersburg, FL. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Ryan Croyle is a financial advisor with LPL Enterprise, holding a Series 66 designation and having three years of industry experience. His work history includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Hancock Whitney Bank. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Mariette Dayton is a Financial Advisor with Merrill Lynch Wealth Management. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Mariette completed both her Bachelor's Degree and Master of Business Administration (MBA) at the University of Tampa. Her educational background and credentials support her role in advising clients on investment and retirement planning strategies.

Mario Traywick is a financial advisor with Wells Fargo Clearing in Saint Petersburg, FL, holding Series 63 and Series 66 designations and having 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank NA since 2015. 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 roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Karyn Mc Corry is a financial advisor at Raymond James & Associates with four years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial, Freedom Mortgage Company, Optimum Plus Home Health Care, and the Third Judicial Circuit Court of Michigan. 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 individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a non-discretionary approach and a range of portfolio management styles.

Marc Delia is a financial advisor with LPL Financial in Largo, FL, holding Series 63 and Series 65 licenses and over 22 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Questar Asset Management, Guardian Life, J. W. Cole Advisors, and New England Securities. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 based in St. Petersburg, FL. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. Prior to joining Raymond James in 2018, he worked at Citigroup Global Markets for 11 years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional advisory services, supported by comprehensive research and a range of portfolio management options.

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.