Rebecca Chicco is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 license and 11 years of industry experience. She has worked at various Raymond James entities since 2018 and maintains an active interest in acupuncture, practicing for friends and family and conducting community workshops. 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—and offers customized financial planning, investment consulting, and specialized municipal advisory services.

Gilbert Schisler is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at USAA Financial Advisors and USAA Investment Management Company. Outside of his advisory work, he sells products on eBay on a part-time basis. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance advisory work through a unique affiliation with a municipal advisor.

Robert Blenis is a financial advisor with Raymond James Financial, holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James Financial Services since 2003. Outside of his advisory role, he serves as Elder Board Chairman at Northside Baptist Church in Saint Petersburg, FL, where he leads board meetings and oversees pastoral care and board recruitment. 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 clients. The firm offers tailored non-discretionary planning and utilizes analytical tools to support client decision-making, with specialized services in municipal finance and SIMPLE IRA employer consulting.

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 licenses and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Lawrence is based in Redington Shores, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven, incorporates modern portfolio theory, and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

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.

Mark Delmar is a financial advisor with Morgan Stanley in Tampa, Florida, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by a structured planning process and firm-approved tools.

Craig Decker is a financial advisor with Raymond James & Associates in Saint Petersburg, FL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at RBC Capital Markets Corporation for eight years before joining Raymond James in 2016. Outside of his advisory role, he is a 50% owner and managing member of Skeleton Horse Racing LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and public entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles and affiliated research, with notable capabilities in municipal advisory services.

Harvey Goldberg is a financial advisor at OSAIC with 40 years of industry experience. He holds the Series 63 designation and has worked at Lincoln Financial Securities Corporation and Century Financial Services. Goldberg is also an insurance agent offering various insurance products, including accident, health, disability, fixed insurance, and life insurance. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage a range of investment portfolios.

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.

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.

Daniel Cedro is a financial advisor at Morgan Stanley with 34 years of industry experience. He has held positions at Morgan Stanley & Co. LLC from 2007 to 2009 and has been with Morgan Stanley Smith Barney since 2009. He holds the Series 63 and Series 66 designations and is based in Tampa, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs including tailored financial planning supported by structured processes and firm-approved tools.

Diane Finn is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Equitable Advisors since 2006, including its predecessor Axa Advisors, LLC, where she worked for 14 years. Equitable Advisors serves a broad client base, including individuals, pensions, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing clients’ risk tolerance and matching them to program models or discretionary managers, often utilizing third-party asset managers and LPL-sponsored advisory programs.

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.