Jeremy Jones is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Valic Financial Advisors. Jones is based in St. Petersburg, FL. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and government entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis, supported by extensive research and an affiliate network that includes banking, trust, and insurance services.

Seth Bolno is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he assists with organizing business records and financial transactions for his wife’s personal training business. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, delivering advice on a non-discretionary basis supported by extensive affiliate resources and specialized municipal finance services.

Salvatore Di Natale II is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and Securities America, Inc. Prior to his financial services career, he was employed at ABC Hardware and Rental and Williamsville North High School. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships.

Charles Falor is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with Raymond James Financial since 2009 and is a partner in a business based in Naples, FL. Outside of his advisory role, he is involved with Roll Your Own Tobacco Shop and TechInScan. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.

Robert Scott is a financial advisor with MML Investors Services, LLC, a subsidiary of MassMutual, based in Tampa, FL. He holds the Series 63 and Series 65 licenses and has 11 years of industry experience. His prior roles include positions at Ameriprise and Wells Fargo. Outside of his advisory work, he is an insurance broker specializing in life, disability, long-term care, group, fixed annuities, and health insurance. MML Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a collaborative planning approach using proprietary software tools and serves a broad client base including high-net-worth individuals.

Xavier Pujol is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2018, he worked for 26 years at Signator Investors, Inc. Pujol also serves as a registered representative and insurance broker for Signature Financial Solutions, where he acts as a presenter and facilitator. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing various asset-allocation tools, risk assessments, and access to third-party money managers through multiple advisory platforms.

Keith Rust is a financial advisor with Raymond James & Associates in St. Petersburg, Florida. He holds a Series 66 designation and has 14 years of industry experience, including roles at Raymond James Financial Services and Raymond James & Associates. Rust serves as a board member and Finance/Investment Committee member for The Florida Orchestra, a nonprofit organization. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm offers wealth advisory planning, investment consulting, wrap fee programs, and institutional consulting services to a diverse client base including individuals, pension plans, corporations, and government entities.

Patrick O'Keefe is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2018. In this capacity, he leads a team of Wealth Management Associates, focusing on fostering a collaborative environment and guiding the team to deliver comprehensive financial planning services to clients. He has been with Fidelity Investments since 2011, beginning as a Financial Consultant. From 2015 to 2018, he served as Vice President and Financial Consultant before assuming his current leadership position. His experience spans client partnership and financial plan development within the wealth management sector.

Heath Howell is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding the Series 66 designation and 13 years of industry experience. He previously worked at T. Rowe Price for nine years before joining Raymond James in 2019. 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 investment recommendations using firm research and planning tools, serving both retail and institutional clients.

J.P. Ritchie is a Financial Consultant at Fidelity Investments, a position held since 2024. He has been with Fidelity since 2015, holding various roles including Wealth Management Planning Consultant, Planning Consultant, Relationship Manager, and Financial Representative. His professional focus is on partnering with clients to develop personalized financial plans that align with their lifestyle and legacy goals. J.P. employs a client-first approach that involves a thorough discovery process to understand client priorities related to goals, family, and investments. He utilizes Fidelity's tools and resources to tailor financial plans to each client's unique needs and wishes. Outside of his professional role, J.P. has personal interests in boating, cooking and baking, golf, tennis, traveling, and yoga.

Michael Dunlap 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 Equitable Advisors LLC and Applus IDIADA Karco, as well as experience with Dunlap Diversified LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, with a notable focus on municipal and public finance services.

Garrett Sweeterman is a Financial Advisor with Merrill Lynch Wealth Management, serving families and businesses in the St. Pete community. He focuses on understanding his clients’ financial priorities to provide appropriate solutions aimed at achieving their goals. Garrett emphasizes honest and authentic financial advice as a cornerstone of his practice. Garrett holds a Bachelor's Degree from Florida State University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he enjoys baseball, basketball, boating, fishing, football, scuba diving, and spending time with his family.

Gerri Price is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with Raymond James Financial Services since 2004 and with Raymond James Financial Services Advisors since 2013. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services, wrap fee programs, and institutional consulting supported by outside managers and its Institutional Fiduciary Solutions division.

Steven Wilcox is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Raymond James since 2015. Wilcox has also been involved in education, currently working with Pinellas County Schools at East Lake High School. 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 offers both non-discretionary advisory relationships and institutional consulting, with notable activities in public finance and municipal services.

Philip Cox is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 66 credentials and 14 years of industry experience. He has been with Raymond James & Associates 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, as well as state and municipal government clients. The firm also offers wrap fee advisory programs and institutional consulting through its Institutional Fiduciary Solutions division.

Nicholas Azzarita is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial, Cetera Advisor Networks, and Menninger and Associates. Prior to his financial career, he was involved with Old Ox Brewery and held positions at Christopher Newport University and Pottery Barn. 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 through its Wealth Advisory Services Program and delivers institutional consulting and public finance services.

Donna Simmons is a financial advisor at Raymond James & Associates with 40 years of industry experience. She has been with Raymond James & Associates since 2008. Simmons holds Series 63 and Series 65 designations and is based in St. Petersburg, FL. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and government entities. The firm offers comprehensive wealth advisory planning and investment consulting, with a notable presence in municipal and public finance markets.

Patrick Gilroy is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2022. Outside of his advisory role, he performs bookkeeping duties at St. Petersburg ENT. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, with a notable focus on municipal clients and public finance services.

Pasquale Jurczak is a financial advisor with Primerica Advisors in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with PFS Investments Inc. since 2005 and Primerica Financial Services since 2004. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Charles Ochs is a financial advisor at LPL Enterprise with 13 years of industry experience and holds Series 63 and Series 65 licenses. His prior roles include positions at Clearpath Advisory Group, Wiregrass Financial, and Pruco Securities. Outside of his financial advisory work, he is involved in media through Ochs Media, which produces radio, TV, and podcast content. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by an integrated platform that combines model portfolios, third-party management, and financial planning.