Jennings Dorman is a financial advisor at Raymond James & Associates with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Raymond James, he worked at Fidelity Investments and held roles in a variety of other companies including Nylo Capital Inc and Chipotle Mexican Grill. 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 that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Mary Rigsbee is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. 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, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions while using a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Robert Waters is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 21 years of industry experience. His work history includes positions at Advisors Choice Consulting and Scottrade. 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, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional consulting divisions.

Jacob Shumacker IV is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 1999. Outside of his advisory role, he is a certified flight instructor at Atlas Aviation, Inc., a position he has held since 2009. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management options.

Tony Azevedo is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. In addition to his advisory role, he is involved in the sale of non-investment home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and uses an operational model centered on a tiered wrap fee structure.

Mary Elizabeth Hargrove is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2018, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of her advisory work, she is an investor in private ventures including Gone Salty LLC and Sand Surf Company LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, leveraging a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

Jonathan De Mayo is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James since 2015 and serves concurrently in the United States Navy Reserve. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm employs tailored, non-discretionary planning using analytical tools and supports advisory programs across a large advisor network.

Michael Yacavone is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions with NYLIFE Securities LLC and New York Life Insurance Company, as well as work outside finance at the Perez-Calhoun Law Firm and in the audiovisual and cigar industries. He also served in the United States Marine Corps for three years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, leveraging research from its Investment Institute and third-party sources.

Diana Melvin is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Margaret Edmunds is a CFP® professional with 22 years of experience in the financial industry. She is currently with Raymond James & Associates and was previously with Robert W. Baird for 10 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Christopher Johnson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. He has worked at various Raymond James entities since 2017 and previously had roles at Busch Gardens and Lowry Park Zoo. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles and provides specialized municipal advisory services alongside its extensive affiliate network.

Elizabeth Herbst is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 39 years of industry experience. She worked at UBS Financial Services for 29 years before joining Raymond James in 2018. 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, institutional clients, and charitable organizations, offering financial planning and consulting services with a primarily non-discretionary approach supported by a wide range of portfolio management styles and affiliated research.

Kerri Buchman is a financial advisor with Ameriprise in St. Petersburg, FL, holding a Series 66 designation and over 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. In addition to her advisory role, she operates Envision Abundance LLC, through which she provides financial advisory services. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated consulting team to support its advisory approach.

Scott Linington is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2008. Additionally, he is a partner in Linington & Kissner Wealth, LLC, a business established to own personal property for his Raymond James branch. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Heather Penrod is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Sandy Morris Financial & Estate Planning Services. Outside of advising, she assists with tax filing and bank account reconciliation for Penrod's Allstar Drywall & More LLC, a business owned by her husband. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning and investment consulting through a variety of portfolio management styles and provides municipal advisory services as well as specialized programs for small employers.

Joanna Bever is a Series 65–licensed financial advisor with 15 years of industry experience, currently serving at Raymond James Financial. She has been with various Raymond James entities since 2011. 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, pension plans, and institutions. The firm uses tailored, non-discretionary planning and risk analysis tools to support client goals and offers specialized programs such as municipal advising and SIMPLE IRA Employer Advisory services.

Carlos Munozlucas is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at Deutsche Bank Securities Inc. for 16 years before joining Raymond James in 2016. Munozlucas serves as Chair of the Investment Committee and is a member of the Board of Trustees and Finance Committees at Associated Catholic Charities, Inc. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Christopher Toscano is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial since 2009. Prior to joining LPL, he worked at Ameriprise from 2004 to 2009. He also provides tax preparation services through McNamara & Toscano Tax Services. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive research tools and a large network of investment adviser representatives.

Brian Rumbles is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Grow Financial Federal Credit Union, Cuso Financial Services, LP, and Ameriprise Financial Services, Inc. He is involved with Grow Financial Investment Services, an affiliated business entity related to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, 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, supported by a large network of investment adviser representatives.

John Wire is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with various branches of Raymond James since 2015 and is also associated with Wahl Wire Wealth Management. Outside of his advisory role, he owns a small support company, Wire Wealth Advisors LLC. 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, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting.