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Benjamin E
Series 66
St. Petersburg, FL
Raymond James & Associates
Benjamin Erney is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and FP Solutions RI. His background also includes roles at Kutztown University of Pennsylvania and Penn State University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional investors, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing multiple portfolio management styles and affiliated research resources.
John G
Series 66
St. Petersburg, FL
Raymond James & Associates
John Golon is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Florida State University, CenterState Bank, and YMCA. 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.
Stacey E
Series 65, Series 63
St. Petersburg, FL
RBC Capital Markets
Stacey Ellis is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. She has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.
Joshua C
Series 65
St. Petersburg, FL
Raymond James & Associates
Joshua Curran is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 65 designation and 16 years of industry experience. He has been with Raymond James & Associates since 2010 and has also been affiliated with the University of Tampa since 2009. 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 public entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Noreen M
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Noreen McClure is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. She holds Series 63 and Series 66 designations and has 34 years of industry experience, including 16 years at Raymond James. Outside of her advisory role, she serves as a power of attorney in a family matter involving elder care and Medicaid applications. 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 that includes individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through various portfolio management strategies and affiliated research resources.
Lindsey K
Series 63, Series 66
St Petersburg, FL
LPL Financial
Lindsey Kuklin is a financial advisor with LPL Financial in St. Petersburg, FL, holding Series 63 and Series 66 licenses and having nine years of industry experience. Prior to joining LPL Financial in 2021, she was involved with various insurance carriers and financial firms from 2017 to 2021 and operated Lindsey M. Kuklin Notary from 2019 to 2021. 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, offering a range of advisory programs, financial planning, and retirement consulting services.
Liam D
Series 66
St. Petersburg, FL
RBC Capital Markets
Liam Delaney is a financial advisor at RBC Capital Markets with four years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services Inc. and Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.
Amy H
Series 66
St. Petersburg, FL
Raymond James & Associates
Amy Horak is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and 24 years of industry experience. She has been with Raymond James since 2016. Outside of her advisory role, she owns a small business baking desserts for events and serves as a board member and finance committee member for Operation PAR, Inc., a nonprofit organization. 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 with a range of investment strategies and affiliated research support.
Rachel W
Series 66
St. Petersburg, FL
Raymond James & Associates
Rachel White is a financial advisor at Raymond James & Associates with a Series 66 credential. She has been with Raymond James since 2023, following prior roles in the sports and media industries including positions at Vinik Sports Group, the United States Olympic and Paralympic Committee, and PAC 12 Networks. Raymond James & Associates, Inc. is a large 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 municipalities, offering financial planning and investment consulting primarily through non-discretionary relationships supported by various portfolio management styles and affiliated research.
Robert M
Series 66, Series 63
St Petersburg, FL
Raymond James Financial
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 A
Series 66
St. Petersburg, FL
Raymond James Financial
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 H
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
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 T
Series 66
St Petersburg, FL
Raymond James & Associates
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 M
Series 66
St. Petersburg, FL
Raymond James & Associates
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 M
Series 63, Series 66
Saint Petersburg, FL
Raymond James Financial
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 N
Series 66
St. Petersburg, FL
Raymond James & Associates
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 L
Series 66
Saint Petersburg, FL
Fidelity
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 R
CFP®, Series 63, Series 65
Seminole, FL
Cetera
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 B
Series 66
Saint Petersburg, FL
Raymond James Financial
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 H
Series 65, Series 63
St. Petersburg, FL
Raymond James Financial
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.
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