Daniel Smith IV is a CFP® with 29 years of industry experience, currently serving at Raymond James Financial. He has held roles at Raymond James Financial Services Advisors, Signature Wealth Partners, and Mass Mutual Investors Services. Smith is the managing partner and CEO of Signature Wealth Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and supports client implementation through various advisory programs, with specialized municipal and SIMPLE IRA advisory services.

Eric Carlson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the ChFC® and Series 63 designations and bringing 26 years of industry experience. Prior to his current role, he worked at Signature Wealth Partners, MML Investors Services, Massachusetts Mutual Life Insurance Company, and Northwestern Mutual Investment Management. He serves as a successor trustee for a family trust and is a board member of Catholic Charities of Central Florida, where he participates in facilities oversight. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports clients through its advisory programs and partnerships.

Todd Bryant is a CFP® and ChFC® affiliated with Raymond James Financial Services Advisors, Inc. He has 18 years of experience in financial advisory roles and currently leads Bryant Wealth Strategies as CEO. Outside of his advisory work, he owns TAB Consulting LLC, which provides trivia night services to local country clubs. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional investors. The firm employs tailored, non-discretionary planning supported by analytical and risk-profiling tools, and is noted for its municipal advisor affiliation and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

David Pieronowski is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to joining Raymond James, he worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. He is the CEO of DP Wealth Strategies and is involved in brokering and providing life insurance solutions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and utilizes risk profiling and analytical tools to support client goals.

Ethan Vanz is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior roles include positions at Strategic Advisers LLC, Fidelity Brokerage Services LLC, and J.P. Morgan Chase & Co. He has also worked in educational institutions and briefly in entrepreneurial activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning using advanced analytical tools and supports municipal and public finance work through unique affiliations, alongside specialized advisory programs.