Griffin Suit is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James since 2014 and has also worked as an independent contractor delivering for Uber. Raymond James & Associates, Inc. is a 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 and consulting services supported by diverse portfolio management styles and in-house research.

William Nugent II is a financial advisor at RBC Capital Markets in St. Petersburg, FL, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for seven years. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm implements customized strategies using both in-house and third-party investment managers and provides integrated capital-markets and alternative investment capabilities.

Cole Samuels is a financial advisor at Raymond James & Associates with 8 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Raymond James, he worked at Fidelity Investments, Oppenheimer, Charles Schwab Bank, Charles Schwab & Co., Inc., and Expeditors International. 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 and pension plans, charitable organizations, and municipal entities, offering tailored financial planning and consulting services with primarily non-discretionary implementation.

Evan Schechter is a Series 66-registered financial advisor with Raymond James & Associates, where he has worked for 15 years and has 17 years of industry experience overall. He is based in St. Petersburg, FL. Raymond James & Associates, Inc. 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, advisory consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

James Rankin Jr. is a Series 63 and Series 65 licensed advisor with Raymond James & Associates, where he has worked since 1983, accumulating 39 years of industry experience. He is based in St. Petersburg, FL, and has been with Raymond James Financial Services, Inc. since 1999. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Scott Sundberg is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services Advisors Inc. and USAA Financial Advisors, among other roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to assist clients and supports municipal and public-finance services through a unique affiliated municipal advisor.

Charles Funderburk III is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 credentials. He has nine years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, Bridgewater Associates, and TD Securities. Outside of his advisory work, he is a business owner of Swyft LLC and Owl Partners LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, using portfolios developed by internal research and third-party strategists, and it offers financial planning, access to asset managers and TAMPs, and insurance product facilitation through affiliated entities.

Brandon Reitz is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cantor Fitzgerald & Co., Northwestern Mutual, and the University of North Florida. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional and pension plans, charitable organizations, and government entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

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 at OSAIC with 34 years of industry experience. She holds the Series 66 designation and has worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Transamerica Financial Advisors. Based in St. Petersburg, FL, she has been with Royal Alliance Associates since 2018. OSAIC serves a diverse client base, including retail and institutional investors, by providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization using various programs such as Unified Managed Accounts and third-party money manager options.

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.

Austin Villodas is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Merrill, and J.P. Morgan Securities. Villodas is based in Saint Petersburg, Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other 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.

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 CFP® with 29 years of experience in the financial industry. She has been with LPL Financial since 2011 and previously worked at Morgan Stanley, Citigroup Global Markets, and Merrill. Her practice is based in Largo, Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a broad network of advisors. The firm offers various financial planning and investment management solutions, including proprietary and third-party model portfolios, with services delivered on both discretionary and non-discretionary bases.

Philip Quealy is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Carruba, Quealy & Associates, and Waddell & Reed. He is also president of Lazy 8 Enterprises LLC, a non-investment-related business. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm focuses on model-based asset allocation and portfolio optimization, providing a variety of managed portfolio and financial planning options.