Melissa Jaeger is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and 14 years of industry experience. She has been with Raymond James since 1999. 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, offering both advisory and institutional consulting services.

Ashley Matthews is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2012. 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 maintains public-financing and investment banking capabilities.

David Oates is a financial advisor at Primerica Advisors with 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2002 and also has a longstanding role at S. O. R. Inc. since 1992. Outside of his advisory work, he drives part-time for DoorDash. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-based strategies managed by unaffiliated asset managers, supported by institutional custodians and overlay managers.

Don Reynolds Jr. is a financial advisor with Ameriprise in Palm Harbor, FL, holding Series 63, 65, and 66 registrations and bringing 49 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he owns Reynolds & Reynolds Private Asset Management, LLC. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools overseen by dedicated teams to deliver tailored retirement income plans.

Philip La Freniere is a financial advisor at Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 credentials with two years of industry experience. Prior to joining Raymond James in 2023, he worked at Oracle Cerner for 11 years and had roles at Cognizant, J.D. Power, Jeenie, and Coach Piper LLC. He has experience outside finance, including involvement with a swimming coaching business. 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 supports both retail and institutional clients with a range of advisory and fiduciary solutions.

Thomas Harmon is a financial advisor at Raymond James Financial with 15 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. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, emphasizing tailored financial plans developed through client collaboration and firm research.

Brieanne Case is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds the Series 66 designation and has been with Raymond James financial services 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 sponsors wrap fee advisory programs.

Weston Smith is a financial advisor with Stifel in Clearwater, FL, holding a Series 66 designation and nine years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kaitlyn Frid is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. She holds the CFP® designation and the Series 66 license, bringing seven years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base, including individuals, institutions, and public entities, providing wealth advisory planning and investment consulting through various programs and affiliate networks.

Michelle Parsons is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She previously worked at Edward D. Jones & Co., L.P. for 23 years before joining Raymond James in 2019. Parsons also owns Parsons Wealth Partners, a support company where she oversees asset management. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a variety of implementation pathways and supported by extensive research and an affiliate network.

James Garrity is a financial advisor with LPL Financial in St. Petersburg, FL, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2014 and has been involved with Zija (formerly QIVANA) since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, model portfolios, and retirement plan consulting.

Sheldon Clark III is a CFP®-designated financial advisor with Raymond James Financial Services Advisors Inc. in Clearwater, FL, bringing 34 years of industry experience. He has been with Raymond James since 2007 and also owns Tampa Bay Financial Planning. Outside of advising, he is a managing partner of an LLC that owns the office condo where his firm operates and manages another LLC overseeing term life insurance policies for its owners. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored recommendations supported by firm research and extensive affiliate resources.

Joseph Guinther II is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he worked at AssuredPartners and has experience in retail and education sectors. 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, offering tailored financial plans and institutional consulting services.

Korisa Petre is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 66 designation and has been with Raymond James in various capacities since 2013, including roles at CitiGroup from 2017 to 2019. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a wide range of clients, including individuals, institutional entities, and government organizations, delivering advice on a non-discretionary basis with extensive resources in municipal and public finance.

Casey Rease is a financial advisor at Raymond James & Associates with 16 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. He holds a Series 66 designation. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored 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 via its Institutional Fiduciary Solutions division.

Matthew Frey is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Vault Retirement Services, Lynch and Associates, and First Bandwidth Bank. Outside of his advisory work, he is a partner in COBYMARK, LLC, a real estate holding company. 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 emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and a broad affiliate network.

Kacey Bell is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and previously worked at Founders Professional, Zelis Payments, and AMS Professional. Raymond James & Associates provides financial planning and investment consulting services 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 delivers institutional consulting via its Institutional Fiduciary Solutions division.

Connor Mc Court is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and previously worked at firms including Merrill and Bank of America. Outside of his advisory role, he is involved with Next Wave LLC, where he assists high school swimmers in navigating the college recruitment process. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 advisors. The firm provides wealth advisory and investment consulting services to a broad client base, including individuals, institutions, and government entities, delivering non-discretionary planning and portfolio recommendations.

Leonard Kucinski is a financial advisor with Primerica Advisors in Seminole, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Primerica Advisors since 1991 and with Primerica Financial Services since 1990. Outside of advisory services, he is involved in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure with an operational model focused on curated investment solutions rather than institutional plan management.

Paige Fraga is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her career includes roles at Raymond James Financial Services and Cuna Mutual Group. She also serves as a non-public arbitrator for FINRA and holds a position with the Kalamazoo Board of Public Works. 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 emphasizes non-discretionary financial planning and investment consulting, offering a range of advisory services supported by firm research and external managers.