Ronald Mason is a financial advisor with RBC Capital Markets in St. Petersburg, FL. He holds Series 63 and Series 66 licenses and has 29 years of experience in the industry. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and offers access to both in-house and third-party investment managers.

Bryan Lemke is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and having nine years of industry experience. He has been with Raymond James & Associates since 2015. 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 and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional consulting services.

Jonathan Skouby is a financial advisor at Raymond James & Associates with a Series 66 designation and three years of industry experience. He previously worked at Stifel Financial and Avik Services LLC, among other positions. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Grace Bernhardt is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and seven years of industry experience. She has worked at Raymond James for a total of nine years across different roles and spent two years with Carillon Fund Distributors, Inc. 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, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting combined with various portfolio management styles and firm-supported research.

Dylan Adams is currently a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients and their designated Financial Consultants to develop and maintain financial plans tailored to individual needs and preferences. His professional experience includes positions at Fidelity Investments where he has served as a Planning Consultant since 2025, a Relationship Manager from 2024 to 2025, and a Financial Representative from 2023 to 2024. Prior to that, he worked as a Workplace Investor Services Representative at T. Rowe Price from 2018 to 2019.

John Seward is a financial advisor with LPL Financial in Clearwater, FL, holding a Series 65 designation and having 21 years of industry experience. He has worked at LPL Financial since 2018 and previously at Invest Financial Corporation, Bayshore Advisory Services, and Roberts, Seward & Company, PA. Outside of his advisory role, he is involved in accounting and tax services through affiliated business entities. 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 portfolio programs, and institutional platforms, leveraging both in-house research and third-party strategies.

Ian Kane is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 11 years of industry experience. Before joining Raymond James, he worked at E*TRADE Capital Management and E*TRADE Securities from 2017 to 2022, and at T. Rowe Price from 2015 to 2017. He was also involved with Clearwater Watersports during part of his career. 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 including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by extensive research and a range of portfolio management strategies.

Heide Deluca is a financial advisor with Primerica Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and having one year of industry experience. Her background includes roles in real estate and property management, as well as operating her own investment-related businesses. She is also involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Robyn Lista is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and seven years of industry experience. She has been affiliated with various Raymond James entities since 2012 and is also involved as a part-time singer with Inspire Productions, LLC, and a fitness instructor at Pure Barre. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm provides tailored financial plans using risk profiling and analytic tools, with offerings that include financial planning, advisory programs, and municipal advisory services.

Julian Johnson is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Citigroup, JPMorgan Chase Bank, JPMorgan Securities, and City Securities Corporation. 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, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Paul Manfrey is a ChFC®-designated financial advisor with 38 years of industry experience. He currently works at Raymond James & Associates and has held prior positions at Morgan Stanley Private Bank and Wells Fargo Advisors. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, charitable organizations, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting supported by diverse portfolio management strategies and extensive affiliated research.

Gregory Walters is a CFP® professional with 36 years of experience in the financial services industry. He has been with Ameriprise since 2005, including six years in his current role. Outside of advising, he is involved in a luxury shoe design startup and manages a business ownership entity related to a former Ameriprise Financial franchise. Ameriprise provides retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Willem Marx is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he volunteers as a soccer coach at First Baptist Church of Indian Rocks in Largo, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Michael Min is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has worked with ASC Trust and New York University. 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, pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gavin Mc Lay is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. His background includes roles at Raymond James & Associates, Florida State University, Boaters Republic, and Northeast High School. Outside of advisory work, he serves as a captain for hire through Outta Line Fishing Charters. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

William Thurber is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at Fidelity Investments and Raymond James Financial Services. Outside of finance, he has experience with the Oak Square YMCA. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary advice using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Carrie Esposito is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and 12 years of industry experience. She has worked at Raymond James since 2018 and previously held roles at MML Investors Services and Massachusetts Mutual Life Insurance Company. Since 2022, she has also served as the Pinellas County Supervisor of Elections. 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, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Aidan Strzempka is a financial advisor at Raymond James & Associates with a Series 66 designation. He has recently begun his career in the industry and has prior experience at Edward Jones and Bowden's. 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, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through multiple advisory programs.

Eric Harter is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds the Series 66 designation and has been with various Raymond James entities since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools to help illustrate potential outcomes and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jennifer Rico is a CFP® and Series 66-registered financial advisor with Ameriprise Financial Services in Clearwater, FL, with nine years of industry experience. She has worked at Ameriprise in various capacities since 2016. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written retirement-income recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.