John Odom is a financial advisor at Raymond James Financial Services Advisors, Inc. in Clearwater, FL, with 13 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as Treasurer for Greater Dunedin Little League, where he reviews and reports on the organization’s financials. 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 clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, while also maintaining specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

John Kamkutis is a financial advisor at Stifel with 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2013 and holds Series 63 and Series 65 designations. Stifel serves a wide range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to guide asset allocation and financial planning.

Erin Kosoy is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Revest and Espirito Santo Catholic School, as well as time spent as a stay-at-home mom and homeschool teacher. Raymond James & Associates is a large firm serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Katherine Van Allan is a financial advisor at Raymond James & Associates with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with Raymond James firms since 2000. Outside of her advisory role, she has worked as a personal trainer and instructor since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a broad range of portfolio management styles and firm-sponsored research.

Gregory Vaughn is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and beginning his advisory career in 2024. His prior experience includes roles at Mark Hannah, Chopper Industries LLC, Elite Orthopedics LLC, Willie's, and Old Warson Country Club. He is also the executor of his parents’ will. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

David Rapport is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley entities since 2011, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Alyssa Fusco is a financial advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James in 2025, she worked at Merrill and Merrill Lynch. Outside of finance, she has owned and operated A2 Gym and Cheer, LLC since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by comprehensive research and diversified portfolio management strategies.

Andrew Lybrook is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs UK for one year. He serves as a director on his subdivision’s Home Owner’s Association board. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and pension plans, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research.

Brady Christensen is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. He previously worked at Morgan Stanley for two years and at Dale K Christensen D.D.S., P.A. for seven years. He 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, and municipal entities, and offers a range of financial planning and consulting services through various advisory programs.

Kellie Lambert is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 licenses. She has 17 years of industry experience, including roles at multiple Raymond James entities since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Timothy Volce is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates, Inc. since 2016. Outside of his advisory role, he serves as a board member and finance/investment committee member for the Museum of South Texas History. 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, and charitable organizations, providing tailored financial planning and consulting primarily through non-discretionary relationships.

Ronald Klemm is a CFP®-certified financial advisor at Raymond James & Associates with 20 years of industry experience. He has been with Raymond James Financial Services Inc. since 2006 and served eight years with the Civil Air Patrol, the United States Air Force Auxiliary. 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 wide range of clients including individuals, institutional and pension plans, and charitable organizations, offering financial planning and investment consulting through various programs and an extensive affiliated research and advisory network.

Jamie Beineke is a Series 66-licensed financial advisor with Morgan Stanley, based in Palm Harbor, FL, and has 25 years of industry experience. He has been with Morgan Stanley Private Bank since 2017 and has worked at Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he is the sole proprietor of a property management business in Clearwater, Florida. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering customized financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs along with specialized estate planning strategies.

Jennifer Witt is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 10 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, Witt is an independent distributor for SeneGence, a cosmetic and skin care company. 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 municipalities, and offers financial planning, investment consulting, and institutional advisory services with a range of portfolio management options.

Dwight Holmes is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years. Holmes is also the president of a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Faith Wilson is a Series 66-licensed financial advisor with Edward Jones in Clearwater, FL, where she has worked since 2018. She has seven years of industry experience, including time at Finnegan Real Estate Services and WW Grainger. Outside of her advisory role, she is an owner of a real estate investment LLC with her husband. Edward Jones is a wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Michelle Wooten is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, and has 13 years of industry experience. She has worked with Raymond James Financial Services and Raymond James & Associates for the past 10 years. Outside of her advisory role, she operates a travel business as an independent contractor using Fora as her host agency. 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 non-discretionary financial planning and investment consulting, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Carsyn Norman is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role starting in 2023, he was associated with Northwestern Mutual Wealth Management Company and several other firms. 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 specialized municipal advisory services.

Brian Mallon is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He has been with Cetera and its affiliate entities since 2019, following three years at Foresters Financial Services. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals across wealth levels, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Sean Hoolihan is a Chartered Financial Consultant (ChFC®) with 28 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2011. Outside of his advisory role, he is the owner and operator of Hoolihan Financial 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, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal and public-finance advisory services.