Michael Hayman is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2000. 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 clientele including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting alongside institutional fiduciary solutions.

Judson Mohan Jr. is a financial advisor at Raymond James & Associates with 3 years of industry experience. He holds a Series 66 designation and previously worked at Publix Supermarkets, Inc. for six years before joining Raymond James. 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 municipalities, offering financial planning and non-discretionary investment consulting supported by a comprehensive research and advisory platform.

Mandisa Trader is a financial advisor with Ameriprise in Ruskin, FL, holding Series 63 and Series 66 licenses and 21 years of industry experience. Her prior roles include positions at Citigroup and American Enterprise Investment Services Inc. She has been with Ameriprise in various capacities since 2015. Ameriprise offers a retirement-income planning service focused on individuals with substantial investable assets, providing customized Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver tailored retirement income advice, primarily serving clients with Ameriprise-managed accounts.

Jonathan Calvert is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones from 2019 to 2021 and has diverse work experience including a role with Delox Limo. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, providing financial planning, investment consulting, and municipal advisory services supported by a broad network of advisors and research resources.

Bradley Sussman is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. His prior experience includes roles at Cowen and Company, LLC and Merrill. 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, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Robert Weinberg is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 65 designation and has been with Raymond James & Associates since 2005. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a broad client base including individuals, institutions, and municipal entities. Raymond James & Associates offers a variety of financial planning and consulting services, emphasizing non-discretionary advisory relationships supported by firm research and multiple portfolio management styles.

Savina Mintcheva is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and 24 years of industry experience. She has worked at Raymond James Financial Services since 2003 and has been involved in real estate investment since 2004. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary advice using risk profiling and analytical tools and supports its clients through various advisory programs and institutional consulting services.

Jennifer Cornnell is a financial advisor at Fisher Investments with 12 years of industry experience. She holds a Series 66 designation and has been with Fisher Investments since 2014. In addition to her advisory role, she is a commissioned notary public in the state of Florida. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management with a focus on globally diversified portfolios and tax-aware investment strategies.

Donna Faircloth is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 19 years before joining Raymond James. Outside of advisory services, she owns a rental property in Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services with a broad range of portfolio management styles and supports its advisors with extensive research and affiliated resources.

Stephanie Morris is a financial advisor at Raymond James & Associates with two years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Edward Jones, Massage Envy, Simplicity Event Planners, and David's Bridal. 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 and consulting services through various specialized programs and an extensive affiliate network.

David Thomas Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. His background includes roles at Ameritas Advisory Services, Summit Financial Group, and Merrill, among others. He is also involved with Vaughn Asset Advisory Agency LLC, serving as president and managing member of an insurance agency. 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, utilizing various investment strategies and supporting over 22,800 advisors.

Bruce Cook is a CFP® with 25 years of industry experience, currently serving as a financial advisor and branch manager at Raymond James Financial in St. Petersburg, FL. He has held roles at Raymond James Financial Services and its affiliated firms since 2006 and also owns a support company, Cook and Phillips Financial Group, where he works as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal advisor services and SIMPLE IRA Employer Advisory & Consulting Services.

James Tarantino is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as president of Gentry Hill LLC and coaches 8th grade girls basketball at Carmel Middle School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary capital market assumptions and research to tailor client plans and offers a range of advisory and capital markets services.

Bruno Ayala Garcia is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and two years of industry experience. He has worked at Merrill since 2021 and also has past experience with Bank of America, N.A. Outside of his advisory role, he is involved with Greta Services LLC, where he performs hands-on activities such as landscaping and roofing. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Pate is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 29 years of industry experience. He has been with Raymond James & Associates since 1996. 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 advisory services that emphasize tailored, non-discretionary consulting supported by a variety of portfolio management styles and firm research.

Teddy Alvarado Figueroa is a financial advisor with LPL Financial based in Tampa, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Grow Financial Federal Credit Union and CUSO Financial Services, LP. He is also involved with Grow Financial Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions through a network of investment adviser representatives, offering a range of advisory and brokerage services including financial planning and model portfolio programs.

Pamela Hinchy is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She previously worked at Morgan Stanley Smith Barney from 2010 to 2018 before joining Raymond James in 2018. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad range of clients, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christian Vargas is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Raymond James & Associates since 2009 and previously worked at Tampa Bay Financial Planning, LLC and Raymond James Financial Services, Inc. He has received compensation related to the sale of an RJFS business. 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 plans, and charitable organizations, offering financial planning and investment consulting through various programs and supported by extensive research and portfolio management resources.

Angela Kelly is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., Raymond James & Associates, Bank of America, and Merrill. 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, corporations, pension plans, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical modeling, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Michael Funsch is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2012, also working at City National Bank since 2018. Outside of his advisory role, he serves on the board and committees of several local nonprofit organizations related to health advocacy, estate planning education, and legal services access. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to client risk profiles.