Robert Matala is a financial advisor with Raymond James Financial, holding Series 66 and Series 63 licenses and bringing 26 years of industry experience. He has worked at firms including Foreside Financial Services, Northern Lights Distributors, and Symmetry Partners. 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, corporations, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports advisory programs alongside municipal and public-finance work.

Marcus Arakelian is a financial advisor at Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation with nine years of industry experience. His prior work includes roles at Merrill and various Raymond James entities dating back to 2015. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized municipal and public-finance capabilities.

Christopher Henson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving individuals, institutions, and municipal entities with a range of financial planning and consulting services.

William Taylor is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 15 years of industry experience. Before joining Raymond James in 2021, he worked at Bank of America and Merrill Lynch from 2011 to 2021. He serves as a board member of the Robert Irvine Foundation and assists with CFO duties at St. Petersburg Skin and Laser Center, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a non-discretionary approach that emphasizes tailored client plans supported by proprietary research and multiple portfolio management styles.

Nicholas Masey is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has been with Raymond James firms since 2012. 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 institutional fiduciary solutions with a range of portfolio management approaches.

Oliver Mansour is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Raymond James entities since 2016, with a brief tenure at LPL Financial. Mansour is based in Saint Petersburg, FL. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brian Nestor 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 been with Raymond James & Associates since 2010. 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, institutions, pension plans, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alexander Leuser is an Investment Consultant who works closely with clients to understand their financial goals and develop tailored strategies to meet their individual needs. He focuses on building long-term relationships based on trust and professionalism. He has experience in various roles within the financial services industry, including his current position at Fidelity Investments since 2021 where he has progressed from Investment Solutions Representative I to III. Prior to this, he worked at Prudential Financial as a Regional Sales Consultant from 2017 to 2021, and at Merrill Lynch as a Financial Solutions Consultant from 2015 to 2017. Outside of his professional work, Alexander has interests in beach activities, cars, fitness, sailing, and traveling.

Scott Rodabaugh is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Cetera since 2025. He previously worked for over three decades at Avantax in various capacities. Outside of his advisory role, he is president of Elite Tax Service, Inc., a tax preparation and accounting firm, and serves as treasurer on the board of his condominium association. Cetera is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes both affiliated and third-party managers.

Cameron Benishek is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley, American Income Life, and Northwestern Mutual. Outside of advising, he has worked as a bartender at O'Bricks Irish Restaurant since 2017. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary advice using analytical tools and supports its recommendations through various advisory programs.

Thomas Hake is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He is the owner of Hake Investment Group and serves as a neutral arbitrator in FINRA arbitration proceedings. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a range of specialized advisory programs.

Michael Brown is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Raymond James & Associates since 2013. 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 and pension plans, and charitable organizations, providing tailored financial planning and consulting services through a non-discretionary approach supported by extensive research and portfolio management options.

Holly Moriarty is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds a Series 66 designation and has worked at Raymond James and its associated entities since 2018, following eight years at Invest Financial Corporation. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Stefan Mayerschoff is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 15 years of industry experience. His prior roles include positions at Morgan Stanley and SunTrust Advisory Services. He also serves in the United States Navy Reserve. 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 and investment consulting primarily through non-discretionary relationships supported by a range of portfolio management styles and firm research.

David Cash III is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and two years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, The Money Broker, and Professional Grade Mortgage. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a range of portfolio management styles and affiliated research.

Michael Lopez is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior roles include positions at Infosys, FSC Securities, Bank of America, and E*TRADE Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations to inform its advisory services.

Daniel Nazinitsky is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and eight years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and the Center for Asset Management. Outside of finance, he operates a sole proprietorship selling tropical plants, including monsteras and philodendrons. 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, and municipal clients, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Michael Chapman is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding a Series 66 designation and six years of industry experience. His career includes roles at Morgan Stanley since 2018, Merrill from 2019 to 2020, and earlier work at Gentle Giant Moving and Storage Co and Saint Anselm College. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Austin Brown is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2017, with prior experience at Source4Teachers and the University of Maine. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary advice aligned with client goals, and it supports municipal and public finance services through a unique municipal advisor affiliation.

Kevin Wing is a CFP® professional with 12 years of experience in financial advising, currently at Charles Schwab in St. Petersburg, FL. His prior work includes six years at T. Rowe Price and four years at TD Ameritrade. He holds the Series 66 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management. The firm combines brokerage, custody, and advisory services with access to multi-asset model portfolios and alternative investments.