ADVISOR BIO

David Hicks is a financial advisor at Raymond James & Associates, Inc. David has a Series 63, Series 87, Series 86, Series 7TO, and SIE. David has been in the industry since 2020 and has experience at Northcoast Research Partners, LLC, a firm based in Cleveland, Ohio. David is registered in Florida and Texas.

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ADVISOR BIO

David Krisel has been in the financial services industry since 1998. He is a registered representative with Raymond James & Associates, Inc., and his office is located at 880 Carillon Parkway, St. Petersburg, FL 33716. David has been with Raymond James & Associates, Inc. since January 5, 2007. Previously, David was a registered representative with Franklin/Templeton Distributors, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. He has a Series 7 and SIE license and is registered to sell securities in Florida. David specializes in providing financial planning, investment advice, and portfolio management services to individuals, businesses, corporations, and other clients.

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ADVISOR BIO

David B. Margulies is a financial advisor with over 30 years of experience in the industry. He currently works for XML Financial Group, which is headquartered in Bethesda, MD. David has been a registered representative with FINRA since 1987 and is also registered as an Investment Advisor Representative in Florida, Texas, and Virginia. David's specializations include providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. He is committed to helping his clients achieve their financial goals by providing personalized advice and investment strategies.

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ADVISOR BIO

David Reilly Henderson is a financial advisor with Mutual Advisors, LLC. David has been in the financial services industry since 2004. David is registered with the state of Florida. David specializes in providing financial planning services, pension consulting, and portfolio management for individuals and businesses. David is also a member-manager of DCH Wealth Management, LLC.

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ADVISOR BIO

David Holroyd is a financial advisor with over 15 years of experience in the industry. David has been with Raymond James & Associates, Inc. since June 2008. David holds Series 7, Series 66 and Series 99TO licenses.

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ADVISOR BIO

David Anderson Sutton is an experienced financial advisor with over 30 years of experience in the industry. David Anderson Sutton is currently registered with Raymond James & Associates, Inc. and has been with the firm since 2014. David Anderson Sutton holds multiple licenses and designations including Series 3, 7, 24, 50, 53, 63, 65, and 79TO. David Anderson Sutton is a dedicated professional with a strong commitment to providing personalized financial guidance to his clients.

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ADVISOR BIO

David Lackore is an investment advisor representative with Cyndeo Wealth Partners. David has been in the financial services industry for more than a decade. David has a strong background in providing financial planning and wealth management services to individuals, high-net-worth individuals, and corporations. David has experience in the financial services industry with firms such as UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Purshe Kaplan Sterling Investments, Inc.. David holds the Series 66, Series 7, and SIE licenses. David's specializations include 1, 4, and 6.

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ADVISOR BIO

David Blaydes is a financial advisor with over 40 years of experience in the industry. David is currently registered with Osaic Wealth, Inc. in Florida, Illinois and Texas. David has held previous registrations with several other firms including Securities America, Inc., National Planning Corporation, Intersecurities, Inc., Mack Investment Securities, Inc. and IFR Securities, Inc. David holds the Series 63, Series 24, SIE, Series 7 and Series 1 licenses, and is also a Certified Financial Planner. David focuses on providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.

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ADVISOR BIO

David Cash is a registered investment advisor representative with Raymond James & Associates, Inc. David has been in the industry since 2013 and holds a Series 7TO, SIE, and Series 66 license. He is registered with the state of Florida and has prior experience with NYLIFE Securities LLC. David focuses on financial planning, pension consulting, portfolio management, and educational seminars.

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ADVISOR BIO

David Polkinghorn is a registered representative with Amuni Financial, Inc. David has been in the securities industry since 2012. David has a current registration with FINRA and is also registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, West Virginia and Wisconsin. David has passed the Series 7, Series 66, and SIE examinations. David is also a licensed insurance agent in the state of Florida. David is associated with Amuni Financial, Inc.'s branch office in ST. PETERSBURG, FL.

SPECIALIZATIONS