Seth Adams is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Raymond James in 2025. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Daniel Adams Jr. is a CFP® professional with 14 years of industry experience, currently advising at Raymond James & Associates. His prior roles include seven years at UBS Financial Services Inc. and five years at Natixis Global Asset 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 broad client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Craig Taliento is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at UBS Financial Services for 12 years prior to joining Raymond James in 2025. 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 and advisory services with a range of portfolio management styles supported by affiliated research and model managers.