Sean Obrien is a financial advisor at Raymond James & Associates with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Charles Schwab & Co., Charles Schwab Bank, and Raymond James Financial. 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, institutional clients, and municipal entities, offering financial planning and investment consulting through various specialized programs and an extensive affiliate network.

Liam House Myers is a financial advisor with OSAIC who holds a Series 66 designation and has 12 years of industry experience. He has worked with Royal Alliance Associates Inc. since 2018 and was previously with Sii from 2014 to 2018. Based in St. Petersburg, FL, Myers’s background includes roles at multiple firms within the financial services sector. OSAIC serves a diverse group of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, employing a range of investment strategies supported by various tools and third-party managers.

Sarah Shockley is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 credential and eight years of industry experience. Her background includes roles at Raymond James and Stifel, as well as ownership experience in the brewery and hospitality industries. 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, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs across a large network.

Patrick Inglesby is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James since 2011. Outside of advising, he serves as CEO of BESPE Holdings Inc., where he is involved in oversight of family property investments. 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 investors. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and is noted for its municipal advisory affiliation and specialized consulting programs.

Beth Maus is a financial advisor at Raymond James Financial with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with several Raymond James entities since 2018, as well as prior roles at FSC Securities Corp and Invest Financial Corporation. She is based in St. Petersburg, Florida. 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 employs tailored non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Dragan Paravinja is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James and its affiliates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting with a variety of portfolio management styles and affiliated research.

Jeremy Henderson is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He has held roles at Wells Fargo Clearing since 2016 and previously worked at A. G. Edwards & Sons, Inc. from 2007 to 2008. Henderson holds the Series 66 designation and is based in Land O'Lakes, Florida. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Tyson Bryant is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He has been with Raymond James & Associates since 2011. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Justin Kissner is a CFP® professional with 10 years of experience, currently serving as an advisor at Raymond James & Associates since 2016. He is a partner in Linington & Kissner, LLC, a business established to hold personal property for his Raymond James advisor branch. 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 and consulting with a range of portfolio management approaches and affiliated research resources.

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.

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.

Anne Whelan is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Robert De Korte is a Series 66 licensed advisor at Merrill with eight years at the firm and a total of three years in the financial industry. His prior experience includes roles at St. Petersburg College and Acree Air Conditioning, Inc. He serves as a board member of the Seminole Lake Rotary Club, a local civic organization. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 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.

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.