Vidak Dobrila is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services since 2015. In addition to his advisory role, he is the owner of Westminster Property LLC, a business involved in property purchase, renovation, and rental. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Alexis Guilbeau is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63, 65, and 66 credentials and having 10 years of industry experience. Prior to joining Raymond James, Alexis worked at Ameriprise Financial Services and has additional experience with companies including DoorDash and Ryan Sanders Sports Staffing. Outside of finance, Alexis owns and operates a small baking business called alexis bakes. 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 municipalities, offering tailored financial planning and consulting with a range of investment strategies and specialized services such as municipal advisory and employer retirement plan consulting.

William Heath is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and LPL Financial. Outside of his advisory role, Heath serves as president of Sunken Labs LLC, a company involved in marketing, content creation, manufacturing, and distribution. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Logan Fairbanks is a financial advisor at Equitable Advisors in Tampa, FL, with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Equitable Advisors since 2018, including a period when the firm operated as Axa Advisors. Outside of his advisory role, Fairbanks is involved in an outside insurance business through The Bailey Group. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models, including third-party managers and proprietary solutions, to deliver tailored investment services.

Michael Kostrub is a financial advisor at Raymond James & Associates with 11 years of industry experience. His prior roles include positions at E*TRADE Capital Management, E*TRADE Securities, and T. Rowe Price. He holds Series 63 and Series 66 designations. Raymond James & Associates, Inc. is a large 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, investment consulting, and municipal advisory services.

Jorge Recio is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Raymond James since 2022 and previously spent eight years with Wells Fargo Clearing and Wells Fargo Advisors. 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, and offers financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Lacey Thornton is a financial advisor with Wells Fargo Clearing in Tarpon Springs, FL. She holds a Series 63 designation and has six years of industry experience. Her prior work includes positions at Altabank and Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions across a large-scale platform.

Myphuong Newsome is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at T. Rowe Price from 2015 to 2018 before joining various divisions within Raymond James since 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional clients. The firm focuses on non-discretionary planning and investment consulting tailored to client goals, employing analytical tools and offering advisory programs supported by a large network of affiliated advisors.

Sophia Goode is a Financial Consultant currently working at Fidelity Investments since 2023. She has held various roles within the financial services industry, including Investment Consultant and Investment Management Consultant at Fidelity Investments, Investment Advisor Representative at Jaffe Tilchin Wealth Management, Financial Advisor at Raymond James, Associate Financial Consultant at Charles Schwab, and Financial Representative at Fidelity Investments. Her professional experience encompasses wealth management services such as investment management, retirement income planning, tax and estate strategy planning, business owner planning, and college planning. Sophia collaborates with clients to develop and implement investment and retirement plans tailored to their individual financial goals. Outside of her professional work, Sophia enjoys biking, family activities, outdoor adventures, spending time with pets, and traveling.

Brock Rydell is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has eight years of industry experience. Prior to his current role, he worked at Apple, Inc. and has held various positions within the ride-sharing sector. Outside of advising, he is president and owner of DBON, LLC, a business formerly used for rental real estate activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports a broad advisor network with advisory programs and institutional consulting services.

Jill French is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2011. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Diane Don is a CFP® with 21 years of industry experience, currently affiliated with Wells Fargo Clearing. She has worked at various Wells Fargo entities since 2012, including Wells Fargo Bank and Wells Fargo Advisors. Outside of her advisory role, she is involved in managing a vacation home LLC in Blowing Rock, NC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Antonio Witherspoon is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 23 years of industry experience. He has been associated with various divisions of Raymond James since 2006. 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, non-discretionary investment consulting, and municipal advisory services.

Megan Mccall is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior work includes roles at Penn Mutual Life Insurance Company and Commercial Asset Partners Realty. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Diane Eshelman is a financial advisor at LPL Financial with 25 years of industry experience. She holds the CFP® and ChFC® designations and has prior experience spanning 26 years at Raymond James & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Eric Mcnamara is a financial advisor with Primerica Advisors in Bradenton, FL, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019 and previously worked at Lone Tree Inc. from 2001 to 2017. Outside of his advisory role, Mcnamara is involved with Bayside Community Church. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Toriano Faulkner is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Carillon Tower Advisers, Inc. and Northwestern Mutual Wealth Management Company. He is also active with the West Largo Congregation of Jehovah's Witnesses. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and consulting services that rely on detailed fact-finding and risk assessments.

Aaron Cross is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Donlan Wealth Management, The Investment Center, Inc., CBNA, and Diamond Comics. He is also involved with Donlan Wealth Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Anton Liashko is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Ameriprise in Clearwater, FL. His prior work includes roles at Ameriprise Financial Services and Lyft. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Heitz is a financial advisor with Fidelity in Clearwater, Florida, holding a Series 66 designation and nine years of industry experience. He previously worked at Morgan Stanley for seven years and has experience outside finance, including operating a dance studio in Clearwater. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios and manages registered investment companies and fund-of-funds.