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.

Armando Rojas is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 23 years of industry experience. He previously worked for CUNA Brokerage Services, Inc. for 20 years and has been affiliated with Suncoast Schools Federal Credit Union since 1995. 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 portfolio programs, and institutional platforms.

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.

Deborah Stephens is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and five years of industry experience. She has worked with PFS Investments Inc. since 2021 and has been affiliated with Primerica Financial Services since 2018. Her background also includes nearly a decade in education with Gwinnett Technical College and Gwinnett Public Schools. Primerica Advisors sponsors and manages 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 on a large scale with thousands of advisors and offices, utilizing model-based investment strategies supported by third-party managers and custodians.

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 bringing 30 years of industry experience. He previously worked at Invest Financial Corporation and FIFTH THIRD SECURITIES, Inc. and has operated a retirement consulting business under the name Wintermeier Retirement Consultant. LPL Financial is a national broker-dealer and SEC-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, third-party asset management, and institutional platforms.