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 also worked with Raymond James Financial Services, Inc. from 2018 to the present. 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and firm research.

Griffin Suit is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James since 2014 and has also worked as an independent contractor delivering for Uber. 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 wide range of clients including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by diverse portfolio management styles and in-house research.

William Nugent II is a financial advisor at RBC Capital Markets in St. Petersburg, FL, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for seven years. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm implements customized strategies using both in-house and third-party investment managers and provides integrated capital-markets and alternative investment capabilities.

Cole Samuels is a financial advisor at Raymond James & Associates with 8 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Raymond James, he worked at Fidelity Investments, Oppenheimer, Charles Schwab Bank, Charles Schwab & Co., Inc., and Expeditors International. 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 diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering tailored financial planning and consulting services with primarily non-discretionary implementation.

Evan Schechter is a Series 66-registered financial advisor with Raymond James & Associates, where he has worked for 15 years and has 17 years of industry experience overall. He is based in St. Petersburg, FL. Raymond James & Associates, Inc. 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, pension plans, and charitable organizations, offering financial planning, advisory consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

James Rankin Jr. is a Series 63 and Series 65 licensed advisor with Raymond James & Associates, where he has worked since 1983, accumulating 39 years of industry experience. He is based in St. Petersburg, FL, and has been with Raymond James Financial Services, Inc. since 1999. 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, institutional clients, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Christopher Labadie is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at several firms including Invest Financial Corporation and Ameriprise. Labadie also operates a financial education business under the name Christopher Labadie Brands. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory services and investment solutions through a large network of advisors, utilizing both proprietary and third-party strategies.

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.

Mounir Ghaly is a financial advisor with LPL Financial in Clearwater, FL, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Edward Jones and Go Global 1. Outside of advising, he is involved in software sales through Sovereign, LLC as a referral and reseller. 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, supported by a large network of investment adviser representatives and advanced operational tools.

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.

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 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 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 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.

Robert Cepeda is a CFP® with 34 years of experience in the financial services industry. He is currently with LPL Financial and has prior experience at Securities America Advisors and National Planning Corporation. Outside of advisory work, he is a business partner in several ventures including a sports bar and a cigar lounge in Clearwater, FL, and is the author of a financial planning book titled *Your Journey Goes On*. 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 financial planning, model portfolio programs, third-party asset management access, and various institutional platforms, utilizing a combination of discretionary and non-discretionary investment strategies.

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.