Alfred Espro is a Series 66-licensed financial advisor with Raymond James & Associates, bringing 26 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of finance, he owns E5 Training, a sports training business offering local coaching lessons. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm provides non-discretionary financial planning and consulting, utilizing a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Edmund Clapham is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Raymond James & Associates in St. Petersburg, FL. His prior experience includes roles at Modera Wealth Management and Parsec Financial Management. 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 with a variety of portfolio management styles and affiliated research options.

Jon Hoell is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2017 and also worked with Raymond James Financial Services, Inc. from 2018 to the present. 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and firm research.

Griffin Suit is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James since 2014 and has also worked as an independent contractor delivering for Uber. Raymond James & Associates, Inc. is a 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, institutions, and municipal entities, offering financial planning and consulting services supported by diverse portfolio management styles and in-house research.

William Nugent II is a financial advisor at RBC Capital Markets in St. Petersburg, FL, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for seven years. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm implements customized strategies using both in-house and third-party investment managers and provides integrated capital-markets and alternative investment capabilities.

Cole Samuels is a financial advisor at Raymond James & Associates with 8 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Raymond James, he worked at Fidelity Investments, Oppenheimer, Charles Schwab Bank, Charles Schwab & Co., Inc., and Expeditors International. 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, institutional and pension plans, charitable organizations, and municipal entities, offering tailored financial planning and consulting services with primarily non-discretionary implementation.

Evan Schechter is a Series 66-registered financial advisor with Raymond James & Associates, where he has worked for 15 years and has 17 years of industry experience overall. He is based in St. Petersburg, FL. Raymond James & Associates, Inc. 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, pension plans, and charitable organizations, offering financial planning, advisory consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

James Rankin Jr. is a Series 63 and Series 65 licensed advisor with Raymond James & Associates, where he has worked since 1983, accumulating 39 years of industry experience. He is based in St. Petersburg, FL, and has been with Raymond James Financial Services, Inc. since 1999. 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, institutional clients, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Christopher Labadie is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at several firms including Invest Financial Corporation and Ameriprise. Labadie also operates a financial education business under the name Christopher Labadie Brands. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory services and investment solutions through a large network of advisors, utilizing both proprietary and third-party strategies.

Scott Sundberg is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services Advisors Inc. and USAA Financial Advisors, among other roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to assist clients and supports municipal and public-finance services through a unique affiliated municipal advisor.

Charles Funderburk III is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 credentials. He has nine years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, Bridgewater Associates, and TD Securities. Outside of his advisory work, he is a business owner of Swyft LLC and Owl Partners LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, using portfolios developed by internal research and third-party strategists, and it offers financial planning, access to asset managers and TAMPs, and insurance product facilitation through affiliated entities.

Mounir Ghaly is a financial advisor with LPL Financial in Clearwater, FL, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Edward Jones and Go Global 1. Outside of advising, he is involved in software sales through Sovereign, LLC as a referral and reseller. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Brandon Reitz is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cantor Fitzgerald & Co., Northwestern Mutual, and the University of North Florida. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional and pension plans, charitable organizations, and government entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Keith Dudley is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has worked at Merrill, Bank of America, N.A., and Raymond James & Associates since 2020. Dudley holds Series 63 and Series 65 licenses. 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, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Kevin McWilliams is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and bringing 21 years of industry experience. His career includes roles at Merrill, Oppenheimer, and Ameriprise, where he has worked since 2014. Outside of his advisory practice, he consults on a veterinary wellness and surgical business owned by his family. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through personalized recommendation reports and ongoing advice.

Jeffrey Mc Adams is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 14 years of industry experience. He has been with various Raymond James entities since 2016. Outside of his advisory role, he co-owns Happy Pets Mobile Vet with his wife. 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, non-discretionary investment consulting, and specialized municipal advisory services.

Thomas Yannetti is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding the CFP® and ChFC® designations and possessing five years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2019 and previously held roles at Jcrew and Shadowbrook at Shrewsbury. Yannetti is also involved in outside insurance sales as a licensed insurance broker. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved tools and does not have investment discretion as part of planning; implementation of recommendations is optional and involves separate arrangements.

Jon Remund is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and possessing 32 years of industry experience. He has previously worked at Scottrade, Inc. for 10 years before joining Raymond James Financial Services Advisors, Inc., where he has been since 2018. 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, pension plans, and charitable organizations, offering financial planning and investment consulting primarily through non-discretionary relationships.

Donna Freeney is a financial advisor at OSAIC with 34 years of industry experience. She holds the Series 66 designation and has worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Transamerica Financial Advisors. Based in St. Petersburg, FL, she has been with Royal Alliance Associates since 2018. OSAIC serves a diverse client base, including retail and institutional investors, by providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization using various programs such as Unified Managed Accounts and third-party money manager options.

Kevin Desquitado is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and with 19 years of industry experience. His prior experience includes roles at Fidelity Investments, Cadaret Grant & Co., Inc., and E*Trade Securities LLC. 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 municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.