Erik Allstatt is a financial advisor at Charles Schwab based in Seminole, Florida, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has spent the majority of his career at Charles Schwab, including periods from 2006 to 2024 and since 2024. He also worked briefly at optionsXpress, Inc. in 2017. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a formal alternative investment onboarding process.

John Amick is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets for 26 years. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly as well as through corporate financial planning agreements.

Lauren Ahern is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds the Series 66 designation and has been with Raymond James affiliates since 2014. Outside of her advisory role, she serves as Treasurer and board officer for The Madison at St. Pete I COA, Inc., overseeing budget and financial reporting. 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, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research options.

James Spicer is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Raymond James Financial Services, Merrill, and Morgan Stanley. He also operates a separate business entity, JAMES B. SPICER LLC, for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Paul Caan is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2017. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Tyler Mc Call is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 63 licenses and 11 years of industry experience. His career includes roles at Clayton Holding LLC and USAA Financial Planning Services before joining Raymond James entities in 2017. 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 non-discretionary investment consulting supported by a nationwide adviser network.

James Kuczynski is a CFP® professional with 26 years of industry experience, currently serving at Raymond James & Associates since 2013. Prior to this, he worked at Morgan Keegan & Company, LLC for eight years. He is based in St. Petersburg, FL, and holds Series 63 and Series 65 licenses. 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles and affiliated research resources.

Keith Elser is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and T. Rowe Price Investments. 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 broad client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research resources.

Grace Austin is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Raymond James Financial Services, Inc. since 2004. Outside of her financial career, she has been involved with S.R.G. Amy's Hallmark since 2000. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, and institutional entities. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and modeling to support client decisions.

Douglas Brigman is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and over 11 years of industry experience. He has been with Raymond James & Associates since 2008. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Ian Rice is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at T. Rowe Price Advisory Services and T. Rowe Price Investment Services for 14 to 16 years. He is based in St. Petersburg, Florida. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutional plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting with an emphasis on tailored plans supported by firm research, multiple portfolio management styles, and municipal advisory services.

Alfred Caudullo is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and reporting 27 years of industry experience. He has been with Raymond James & Associates since 1998. Caudullo serves on the University of South Florida Investment Committee, contributing to the oversight of the university’s investment pools. Raymond James & Associates 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 public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser force.

Trevor Prince is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Raymond James, he worked at RBC Capital Markets, LLC and has consulting experience through his role managing Royal Iveagh Holdings LLC, which provides consulting services to small companies. He is also a passive investor in an online financial platform called Origin Financial. Raymond James & Associates 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 and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Alexander Keim is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds the Series 66 designation and has worked at Raymond James in various capacities since 2016. Outside of his advisory role, he serves as president of Innovatier Inc., where he manages annual accounting and shareholder updates. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique arrangements such as affiliation with a municipal advisor and specialized SIMPLE IRA consulting programs.

Elizabeth Salmon Osbon is a financial advisor at OSAIC with 24 years of industry experience. She holds a Series 65 designation and has worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Transamerica Financial Advisors. Additionally, she serves as a poll worker for the Pinellas County Supervisor of Elections. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a variety of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization within a multi-advisor platform.

George Compton is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include work with Angel & Associates, Coastal Tax Advisory Group, and Waddell & Reed. He has involvement with Coastal Tax Advisory Group, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Adam Tindle is a financial advisor with Raymond James & Associates holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James since 2014 and previously spent seven years at Charles Schwab. Raymond James & Associates 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 and a range of advisory programs with a non-discretionary approach to investment implementation.

Andrew Hobbs is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Raymond James & Associates in St. Petersburg, FL. He has been with Raymond James & Associates and its affiliated entities since 2015. 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 that includes individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Amanda Gima is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and with 10 years of industry experience. She has previously worked with First Command Insurance Services and First Hawaiian Bank among other roles. 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 and consulting through multiple advisory programs.

Julia Theis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. She also teaches preschool dance classes part-time at the YMCA Dance Academy. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services supported by a range of portfolio management styles and in-house research.