David Tam is a financial advisor at Raymond James Financial with 23 years of industry experience. He previously worked for Edward Jones for 22 years before joining Raymond James in 2025. Tam serves as president of TWMSD LLC, a support company for Tam Wealth Management in San Diego. 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 investors. The firm offers non-discretionary, tailored planning and consulting using risk profiling and analytical tools, supporting clients through various advisory programs.

Amanda Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. based in San Diego, CA. She holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James in 2025, she held positions at firms including Kestra Advisory Services and Northwestern Mutual Investment Services. Outside of finance, she works as an independent contractor with Tinseltones by Tomlinson, a holiday caroling group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary advisory services using analytical tools to support client goals and maintains unique offerings such as municipal advisory services and SIMPLE IRA employer consulting programs.