Keith Dudley is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has worked at Merrill, Bank of America, N.A., and Raymond James & Associates since 2020. Dudley holds Series 63 and Series 65 licenses. 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 and profit-sharing plans, charitable organizations, and government entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Jeffrey Mc Adams is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 14 years of industry experience. He has been with various Raymond James entities since 2016. Outside of his advisory role, he co-owns Happy Pets Mobile Vet with his wife. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Jon Remund is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and possessing 32 years of industry experience. He has previously worked at Scottrade, Inc. for 10 years before joining Raymond James Financial Services Advisors, Inc., where he has been since 2018. 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, pension plans, and charitable organizations, offering financial planning and investment consulting primarily through non-discretionary relationships.

Donna Freeney is a financial advisor with OSAIC in St. Petersburg, FL, holding a Series 66 designation and 34 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Kevin Desquitado is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and with 19 years of industry experience. His prior experience includes roles at Fidelity Investments, Cadaret Grant & Co., Inc., and E*Trade Securities LLC. 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 municipal advisory services.

Constantine Kallenekos is a financial advisor at RBC Capital Markets with 30 years of industry experience. He has held prior roles at Morgan Stanley and City National Bank. Outside of his advisory work, he is a passive owner of several residential and vacation rental properties. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning services through a variety of advisory programs.

Meagan Greenberg is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with various Raymond James entities since 2014. 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, 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.

Sean Kelly is a financial advisor with Raymond James & Associates, holding a Series 66 designation and over 22 years of industry experience. He has been with Raymond James & Associates since 2003. Outside of his advisory work, Kelly serves on the advisory council for Clothes to Kids, is the sole citizen trustee for the City of St. Petersburg Employees Retirement System, and is a board member for the Police Athletic League of St. Petersburg. 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, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Robert Daum is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and with 21 years of industry experience. His work history includes positions at Merrill, Kestra Financial, and Raymond James & Associates. Since 2023, he has also been involved with Stetson Law School. Raymond James & Associates is a 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 solutions.

Noelle Daniel is a Certified Financial Planner (CFP®) with 28 years of industry experience, currently serving at LPL Financial since 2011. She operates out of Largo, Florida, and holds a Series 66 license. Outside of her advisory role, she is involved with managing her own wealth management business under LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and services, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Philip Quealy is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His prior roles include positions at LPL Financial, Waddell & Reed, and running his own entities, Quealy P.A. Inc. and Lazy 8 Enterprises LLC. He is also involved in a fixed insurance business that offers various non-variable insurance products and fixed annuities. OSAIC serves a broad range of retail and institutional clients, providing integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include stocks, bonds, options, and alternative investments, accommodating both discretionary and non-discretionary account management.

Deborah Stephens is a financial advisor with Primerica Advisors in St. Petersburg, FL, holding Series 65 and Series 63 licenses and five years of industry experience. She has worked at PFS Investments Inc. since 2018 and Primerica Financial Services since 2016. Stephens also has a background in education, having worked at Gwinnett Technical College and Gwinnett Public Schools. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and manages approximately $15.5 billion in assets, delivering advisory services through model recommendations supported by third-party asset managers.

Daniel Robinson is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation. He has one year of industry experience, including prior work with Morgan Stanley Financial Advisors. Outside of finance, he spent several years as a self-employed professional golfer. 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, offering financial planning and non-discretionary investment consulting, supported by a nationwide adviser network and a broad range of portfolio management styles.

Jonathan Dilfer is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Bank of America for four years and has a background that includes roles in small business ownership and management. He serves as a director for the Park Plaza Condominium Owners Association, Phase II. 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 investment consulting with a primarily non-discretionary approach that draws on multiple portfolio management styles and firm research.

Gary Wintermeier Sr. is a financial advisor with LPL Financial in Largo, FL, holding Series 63 and Series 66 licenses and possessing 30 years of industry experience. He has been associated with Linsco Private Ledger since 2006. He operates a retirement consulting business under the name Wintermeier Retirement Consultant. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Daeshawn Wade is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial Services, Merrill, and affiliated firms since 2014. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser force.

Mark Schreiner is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL. He has 17 years of industry experience and has been with Raymond James & Associates since 2008. 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, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Keith Homme is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 42 years of industry experience. He has been with Raymond James & Associates since 1998. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alexis Zampell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Raymond James, Alexis worked in the hospitality sector, including roles at Zota Beach Resort and Marriott properties. 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 diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

John Posey is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding a Series 63 designation and bringing 34 years of industry experience. He has been with UBS since 2008. Outside of his advisory work, he serves as Vice President and a member of the Board of Directors for Vincent House, a nonprofit focused on recovery through work. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services across a broad range of financial products and solutions.