Doina Pinto is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds the Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2018, following two years at Wells Fargo Clearing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

William Rae is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Morgan Stanley in 2014. Outside of his advisory role, he serves as co-executor for family estates involving investment-related matters. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute and third-party data to support its investment approach grounded in diversification and modern portfolio theory.

Jean Reinoso is a financial advisor at Castleton Partners, LLC, holding a Series 65 credential with two years of industry experience. He has been with Castleton Partners since 2013. Castleton Partners is a fee-only investment adviser specializing in fixed-income asset management for high-net-worth individuals, as well as trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an Investment Grade Fixed Income Strategy focused on municipal securities and corporate debt, alongside more actively managed special strategies, and offers portfolio consulting and concierge review services.