Alyse Chatelain is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Raymond James since 2015. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and emphasizes public finance and municipal work alongside its retail advisory services.

Caitlin Brown is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 designations and with 12 years of industry experience. She has been with Raymond James Financial Services, Inc. and its affiliated firms since 2014. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets and serving a diverse client base including individuals, institutional clients, and government entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis, with a notable focus on municipal and public finance clients supported by an extensive affiliate network.

Edmund Clapham is a CFA® charterholder with six years of industry experience. He is currently with Raymond James & Associates and has previously worked at Modera Wealth Management, LLC and Parsec Financial Management. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and state and municipal government clients. The firm offers tailored financial plans and investment recommendations supported by firm research and planning tools, with services spanning retail advisory, institutional consulting, and public finance.

Jon Hoell 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. He has been with Raymond James & Associates since 2017 and with affiliated Raymond James entities since 2018. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal clients with public-financing and investment banking capabilities.

Griffin Suit is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2014. Outside of his advisory role, he works as an independent contractor delivery driver. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, serving both retail and institutional clients with a range of advisory and fiduciary services.

Cole Samuels is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Oppenheimer, and Charles Schwab. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting clients through both non-discretionary and discretionary advisory programs.

Evan Schechter is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses using firm research and planning tools, serving both retail and institutional clients, including municipal entities.

Anis Dridi is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. He holds the Series 66 designation. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

James Rankin Jr. is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 1983. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and government entities, providing non-discretionary wealth advisory and investment consulting through various programs and an extensive affiliate network.

Christopher Labadie is a financial advisor with LPL Financial in Clearwater, FL, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Invest Financial Corporation for nine years. Labadie also manages a financial education business under the name Christopher Labadie Brands. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Scott Sundberg is a financial advisor with Raymond James Financial Services Advisors, Inc. in Saint Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Raymond James in 2018, he worked at USAA Investment Management Company and USAA Financial Advisors, Inc. from 2013 to 2018. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and public entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, with a distinctive focus on non-discretionary advisory relationships supported by extensive affiliate networks.

Charles Funderburk III is a financial advisor with LPL Enterprise in St. Petersburg, FL, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Bridgewater Associates, and TD Securities (USA) LLC. Outside of his advisory work, he is a business owner of Swyft LLC and Owl Partners LLC. LPL Enterprise serves a diverse client base, including individuals, high-net-worth clients, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, brokerage, and insurance services through an integrated platform.

Mounir Ghaly is a financial advisor with LPL Financial in Clearwater, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Edward Jones and Go Global 1. He is involved in a side business related to commission software sales through Sovereign, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Shane Atwood is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of advisory work, he is involved in real estate property management and serves as a trustee for an investment-related trust in Florida. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and proprietary investment analyses.

Justine Nostrom is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill and Fidelity Brokerage Services LLC before joining Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies alongside established governance and proxy-voting procedures.

Brandon Reitz is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior positions include roles at Cantor Fitzgerald & Co. and Northwestern Mutual, as well as academic appointments at the University of North Florida. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting through comprehensive, non-discretionary services, supported by a broad affiliate network and active involvement in municipal and public finance.

Thomas Yannetti is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding the CFP® and ChFC® designations and possessing five years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2019 and previously held roles at Jcrew and Shadowbrook at Shrewsbury. Yannetti is also involved in outside insurance sales as a licensed insurance broker. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved tools and does not have investment discretion as part of planning; implementation of recommendations is optional and involves separate arrangements.

Jon Remund is a financial advisor at Raymond James & Associates with over 32 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with Scottrade, Inc. for ten years before joining Raymond James in various capacities since 2018. 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 broad client base including individuals, institutional investors, and government entities, providing wealth advisory planning and investment consulting through various firm-sponsored programs and institutional services.

Donna Freeney is a financial advisor with OSAIC in St. Petersburg, FL, holding a Series 66 designation and 34 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Kevin Desquitado is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various firms including Fidelity Investments and E*Trade Securities. Kevin is based in St. Petersburg, FL. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm serves a diverse client base with wealth advisory and investment consulting services, including individuals, institutions, and government entities, and maintains notable capabilities in municipal and public finance.