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® professional with 28 years of industry experience. She has been with LPL Financial since 2011 and previously worked at Morgan Stanley, Citigroup Global Markets, and Merrill. Daniel operates under Noelle Daniel Wealth Management as part of her role at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Philip Quealy is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His prior roles include positions at LPL Financial, Waddell & Reed, and running his own entities, Quealy P.A. Inc. and Lazy 8 Enterprises LLC. He is also involved in a fixed insurance business that offers various non-variable insurance products and fixed annuities. OSAIC serves a broad range of retail and institutional clients, providing integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include stocks, bonds, options, and alternative investments, accommodating both discretionary and non-discretionary account management.

Deborah Stephens is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at PFS Investments Inc. and Primerica Financial Services. She has also worked in education at Gwinnett Technical College and Gwinnett Public Schools. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates on a large scale and uses model-driven 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.

Daeshawn Wade is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services Advisors Inc. since 2016, as well as Merrill from 2014 to 2016. 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 investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mark Schreiner is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL. He has 17 years of industry experience and has been with Raymond James & Associates since 2008. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Paul Raven is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at BNY Mellon and MBSC Securities Corporation Inc. He serves as Vice President of the Eagles Landing 2 Association in Clearwater, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Keith Homme is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 42 years of industry experience. He has been with Raymond James & Associates since 1998. 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 investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alexis Zampell is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Raymond James in 2019, Alexis held positions in hospitality management. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Posey is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding a Series 63 designation and bringing 34 years of industry experience. He has been with UBS since 2008. Outside of his advisory work, he serves as Vice President and a member of the Board of Directors for Vincent House, a nonprofit focused on recovery through work. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services across a broad range of financial products and solutions.

Ryan Mount is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds the Series 66 designation and has four years of industry experience. His prior roles include positions at Lincoln Investment, Capital Analysts, and Cetera Advisor Networks. 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, institutions, pension and profit-sharing plans, and charitable and governmental entities, offering financial planning, investment consulting, and institutional fiduciary services.

Alyssa Parsons is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and one year of industry experience. She has been affiliated with Raymond James in various capacities since 2021 and previously worked for the Houston Independent School District for eight years. She is also involved with Parsons Wealth Partners, a non-investment-related business activity. Raymond James Financial Services Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored financial planning and investment consulting using analytical tools and supports municipal and public finance work through a municipal advisor affiliation.

William Waters II 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 Raymond James & Associates since 2015. Outside of his advisory role, he serves as a committee member on several committees at the St. Pete Yacht Club. Raymond James & Associates 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, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alison Foster is a financial advisor at OSAIC with 27 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at Osaic Wealth Inc. since 2026. Prior to that, she held advisory roles at Raymond James Financial Services Advisors, Inc. and INVEST Financial Corp. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities. The firm offers a range of integrated brokerage and advisory services, utilizing tools such as asset-allocation models and risk-tolerance assessments to manage portfolios that may include various asset types on both discretionary and non-discretionary bases.

William Hoyt Jr. is a CFP® professional with 33 years of experience at Raymond James & Associates in St. Petersburg, FL. He has been with the firm since 1993. 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 high-net-worth individuals, institutions, pension and profit-sharing plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Steven Warren is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has prior work experience at Yale School of Management, Booz Allen Hamilton, Naval Surface Warfare Center, and Florida Atlantic University. Outside of his advisory role, he manages a single-family residential rental property in Panama City, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, employing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.