Investor Access Investor Access

A seasoned team of financial planners
and client service specialists.

Downtown Tampa

100 North Tampa Street, Suite 2400
Tampa, FL 33609
813-221-4444

Driving Directions

Financial Advisors

R. Troy Atlas, MAcc, WMS
Senior Vice President, Wealth Management
Manager, Metro Tampa Branches

Thomas S. Franke
Senior Registered Client Service Associate

Damien Bertucelli
Financial Advisor

C. Michael Brill, CLU, ChFC
First Vice President, Wealth Management
Managing Director

Kevin Caldwell
Financial Advisor

L. Mark Carron, WMS
Senior Vice President, Wealth Management
Trust & Retirement Plan Consultant

Cameron Diehl, CFP®
Financial Advisor

Craig Federer, AAMS®
Financial Advisor

Gregory J. Geegan
Senior Vice President, Wealth Management
Managing Director

Cynthia J. Gilmore, CFP®
Senior Vice President, Wealth Management

Danyell Jones
Financial Advisor

Jeff Kikoler, CFP®, CFA
Vice President, Wealth Management

T.J. King, CFP®, MBA
First Vice President, Wealth Management

Gary W. Kleinman, WMS
Senior Vice President, Wealth Management
Managing Director

Jeff Locker, CFP®, WMS
Financial Advisor
Investment Management Consultant *

Eric Longphee, MBA
Financial Advisor

Greg Mitro, MBA
Financial Advisor

Janet A. Nichols, CFP®
Senior Vice President, Wealth Management
Managing Director

Ryan Nugent, WMS
Vice President, Wealth Management

Michael Ragsdale, WMS
Financial Advisor

Chad Tortorice, CFP®
First Vice President, Wealth Management



Complex Operations Professionals

Linda Van Pelt
Complex Administrative Manager

Matt Presy
Branch Operations Manager

Susan Strandberg
Branch Operations Specialist



Service Professionals

Misty Berry
Registered Service Associate

Angele Olsen
Senior Registered Service Associate

Sharon Dunaway-Alt
Registered Service Associate

Jennifer Glass
Registered Service Associate

Andrew Hays
Service Associate

Pat Huggins
Senior Client Service Associate

Laurie A. Parker
Practice Manager

Jacky Ramos
Senior Client Service Associate

Kathy Roulston
Senior Registered Service Associate

Brenda Sandifer
Senior Registered Service Associate

Porsche Sanders
Senior Registered Service Associate



CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above,
which it awards to individuals who successfully complete initial and ongoing certification requirements.

* The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.