Joshua Smith is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He worked at Pruco Securities, LLC and Prudential Insurance Company of America from 2007 to 2022 before joining Equitable Advisors in 2022. Outside of his advisory role, he has a 50% ownership interest in a rental property in Baltimore. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a variety of advisory models, including third-party sponsored programs and discretionary management, and offers a range of investment options such as mutual funds, ETFs, separately managed accounts, and select alternative investments.

Carter Stanley is a financial advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and previously worked at Sanford C. Bernstein & Co., LLC. Outside of his advisory role, he participates as a guest discussing Big 12 football teams on TuneIn Radio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Ryan Valdez is a financial advisor at J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank N.A. and J.P. Morgan Securities LLC since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with forward-looking market assumptions to develop model asset allocations and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Muhammed Syed is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has held positions at Morgan Stanley Private Bank, E*Trade Securities, and Raymond James and Associates, among others. Syed’s background includes work at the Department of Defense and a decade at Claremont Graduate University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Colton Hendrix is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials with five years of industry experience. His career includes roles at Fisher Investments and Brighthouse Financial prior to joining Raymond James. 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, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Dennis Zank is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Raymond James & Associates or its affiliated entities since 1978. Outside of his advisory work, he serves as Treasurer and a board member for the Pasadena Point Estates Homeowners Association. Raymond James & Associates, Inc. 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, investment consulting, and institutional fiduciary solutions through various portfolio management styles and affiliated research.

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.

Patricia Bennett is a financial advisor with Raymond James & Associates in Treasure Island, FL, holding Series 63 and Series 65 licenses and 24 years of industry experience. Her prior firms include Bank of America and Merrill. She is the owner of The Bennett Group, LLC, a non-investment-related business, and is associated with U Racing Stable, LLC, a business related to investments managed by her husband. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipalities. The firm offers tailored financial planning and non-discretionary consulting supported by extensive research, municipal advisory services, and a wide range of portfolio management styles.

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.

Angela Renna is a financial advisor with LPL Financial and holds a Series 66 designation. She has 20 years of industry experience, including prior roles at OSAIC, Sii, and Equitable Advisors. Outside of her advisory work, she is involved with Sterling Benefits Group, which specializes in health insurance and Medicare. 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, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Ajdal Astarabadi is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he serves as a board member and officer of the RC Jet Club of SW Florida, a recreational organization. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

Logan Fairbanks is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at Axa Advisors. Outside of his advisory role, he is involved with The Bailey Group, an outside insurance business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and utilizing third-party asset managers and advisory programs to implement investment strategies.

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.

John Reynolds is a Senior Financial Advisor with Merrill Lynch Wealth Management, having joined the firm in 2015. He focuses on integrating clients' banking needs with their wealth strategies to ensure all aspects of their financial lives align with their goals. John's client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, tax minimization, and retirement income. Raised in Tampa, John attended Jesuit High School and earned a Bachelor of Science degree in Management from the University of Tampa. He holds the Professional Investment Advisor (PIA) designation. John resides in Tampa with his wife and three sons. Outside of work, he enjoys boating, fishing, and spending time with his family.

Jorge Recio is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He previously worked at Wells Fargo Clearing for six years before joining Raymond James in 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Myphuong Newsome is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining Raymond James, she worked at T. Rowe Price from 2015 to 2018. She is based in St. Petersburg, Florida. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools to support client goals and integrates technology and AI in its operations.

Thomas Walter is currently Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity since 2007, progressing through roles from Financial Representative to Financial Consultant before his current role. Prior to Fidelity, he worked as a Financial Representative at Northwestern Mutual from 2005 to 2007 and completed an internship at Morgan Stanley Smith Barney from 2001 to 2003. His professional experience spans over a decade and a half in financial consulting, with a focus on assisting families with their financial needs and goals. Thomas holds a California Insurance License, supporting his advisory capabilities. Growing up in Naperville, Thomas began investing in the stock market from a young age, using funds earned caddying during summers starting in eighth grade. This early experience influenced his career path and commitment to helping clients achieve their financial objectives.

Dale Bradley is a financial advisor with Raymond James Financial Services Advisors Inc. He holds Series 63 and Series 66 credentials and has 37 years of industry experience. Prior to joining Raymond James in 2013, he worked at Edward Jones for six years. Bradley also serves as president of two non-investment-related businesses, Bradley Investment Center and Bradley Wealth Management. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting with a focus on risk profiling and analytical tools, and it supports numerous advisory programs and institutional consulting services.

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.