David Feaster Jr. is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2008. 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 and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Tatyana Peshko is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Morgan Stanley, Wells Fargo Clearing, Citigroup Global Markets, and Ameriprise. Outside of her advisory work, she is the sole owner of a non-investment-related rental property. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individual, high-net-worth, institutional, and charitable clients.

Christopher Taylor is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and seven years of industry experience. He has worked within various divisions of Raymond James since 2017 and was previously affiliated with the University of South Florida for four years. 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.

Christopher Service is a financial advisor with Edward Jones in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at SEDCO and has been involved in coaching swim teams, currently serving as head coach for the Carrollwood Village Swim Team and Carrollwood Day School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Sean Morr is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. His background includes roles at Micro1, Southern Technical College, and Baycare Health Systems. 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 with a range of portfolio management styles and affiliated research.

Stephen Pfaff is a CFP® credentialed financial advisor with 30 years of industry experience. He is currently with Cetera and has previously worked at Summit Financial Group Inc. and operated Pfaff Financial Advisors Inc. since 2001. His activities include insurance sales, specializing in fixed, health, and disability insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Pedro Estrada is a financial advisor with Raymond James Financial in Saint Petersburg, FL. He holds Series 63 and Series 65 licenses and has three years of industry experience. Outside of his advisory role, he owns Estrada Signing Services LLC, which facilitates loan closings and notarizes documents. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

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.

Kelsey Stockhausen is a financial advisor at Osaic with 7 years of industry experience. She holds a Series 66 designation and has previously worked at FSC Securities Corp and the Wagner Advisor Group. She also assists in client meetings and service oversight for Cathy A. Wagner, CFP. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. Its investment approach emphasizes model-based asset allocation and portfolio optimization with discretionary and third-party management options.

Moriah Webb is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. Prior to that, she was with Merrill for three years and has held roles at the Florida State University Foundation and the FAMU-FSU College of Engineering. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

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.

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.