Mark Remund is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including Scottrade, Invest Financial Corporation, and TD Ameritrade. He has been with Raymond James and its affiliated entities since 2019. 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 municipalities, offering financial planning, investment consulting, and municipal advisory services.

Julianne Whalen is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch Wealth Management for over 20 years and works as part of a team focused on assisting affluent families in Boca Raton, Florida. The team helps clients determine their financial objectives and implement strategies to meet their financial goals. Julianne holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She supports a disciplined and customized approach to wealth management alongside her professional colleagues. Additional personal and educational details about Julianne Whalen have not been provided.

Lawrence Hamrick Remboski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and over 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, relying on research and analytics while providing both brokerage and advisory solutions.

Maximilian Ford is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Raymond James & Associates. His work history also includes roles outside finance, such as at Peltz Shoes. 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 broad client base, including individuals, institutions, and municipal entities, offering tailored financial planning and non-discretionary investment consulting supported by firm research and various portfolio management strategies.

Michael Mclaughlin is a CFP® with 11 years of industry experience, currently affiliated with Raymond James & Associates in St. Petersburg, FL. He has been with Raymond James & Associates since 2012. 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, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research resources.

Craig Decker is a financial advisor with Raymond James & Associates in Saint Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at RBC Capital Markets for 16 years before joining Raymond James in 2016. Outside of financial advising, Decker is president and 50% owner of Skeleton Horse Racing LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing tailored financial planning and non-discretionary investment consulting through multiple advisory programs and affiliated research resources.

Raoul Schneider is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a legal entity that supports his practice operations and is involved in real estate ownership in the Clearwater Beach area. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement with significant investable assets, combining research-driven strategies and tax-efficient withdrawal analysis. As a large institutional firm, Ameriprise provides a comprehensive range of advisory, brokerage, and insurance solutions through its affiliated companies.

Harvey Goldberg is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and has a background that includes long-term roles at Lincoln Financial Securities Corporation and Century Financial Services. Goldberg also works as an insurance agent offering various products including accident, health, disability, long-term care, and life insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients. The firm provides brokerage and advisory services through a multi-advisor platform and emphasizes model-based asset allocation, portfolio optimization, and a range of managed investment programs.

John Marino is a CFP®-designated financial advisor at RBC Capital Markets with 35 years of industry experience. His prior roles include positions at Morgan Stanley and City National Bank. Outside of his advisory work, he volunteers to provide financial education to children and serves as a finance committee member for the Saltaire Owners Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management and integrates both in-house and third-party investment solutions.

Sean Goodrich is a CFP® professional with 28 years of experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked with various Raymond James entities since 2000 and is the sole owner of Goodrich Wealth Planning. Outside of advisory work, he owns Goodrich Ventures of Florida, LLC. 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, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through a broad network of advisors and specialized programs.

Daniel Delguidice is a financial advisor at OSAIC Wealth Inc with five years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at firms including New York Life Insurance Co, NYLIFE Securities, and VALIC Financial Advisor, Inc. Delguidice is also the founder of an apparel wholesale and retail business and an advertising and marketing company. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment approach with emphasis on asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selections.

Jonathan Palmer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. He has worked at Raymond James since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. He is a partner in Salmon Bay Capital Advisors LLC, a business established in 2024. 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, and public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Seth Hoffman is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James since 2017, following a six-year tenure at Invest Financial Corporation. 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 investment consulting through a variety of portfolio management styles and affiliated research resources.

Timothy Killgoar is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He has worked with various Raymond James entities since 2008. Killgoar is also a manager of Southpaw 21, LLC, an entity established to hold real property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and investment consulting services with a range of portfolio management styles supported by affiliated research and sub-advisers.

Dipti Dastidar is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, INC and Raymond James and Associates since 2017, following prior roles at GF Investment Services, LLC and Global Financial Private Capital, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by affiliated research and model manager options.

Kimberly Geiger is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Raymond James in 2019, she worked at Fidelity Personal and Workplace Advisors from 2015 to 2019. Outside of her advisory role, she sells clothing online through the Poshmark app. 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 public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jason Wolgemuth is a financial advisor with Edward Jones in Largo, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Raymond James for 16 years before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Schreck serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2006, providing financial advisory services to his clients. His expertise is supported by his professional designations, including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). David earned his bachelor's degree in finance from Auburn University, graduating cum laude. Alongside his professional commitments, he is an instrument-rated pilot and engages in boating, mountain biking, and traveling. He resides in Clearwater Beach, Florida, with his wife and two daughters.

Kristin Lysak is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes 12 years at Merrill before joining Raymond James in 2021. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Matthew Kuraya Ziyadeh is a financial advisor at Raymond James & Associates with five years of industry experience. He has held positions at Raymond James & Associates, E*TRADE Securities, Morgan Stanley, and USAA. Ziyadeh holds a Series 66 designation and is based in St. Petersburg, FL. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.