Curtis Speller is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2021, with prior roles at Capital Analysts, Lincoln Investment, Edward Jones, and service in the U.S. Army Reserve. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its approach.

Justin Kissner is a CFP® with 10 years of experience currently serving as a financial advisor at Raymond James & Associates since 2016. He is a partner in Linington & Kissner, LLC, an operations-focused business entity related to his advisory branch. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm provides wealth advisory planning and investment consulting for individuals, institutions, and government entities, delivering non-discretionary advice supported by an extensive affiliate network and capabilities in municipal and public finance.

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.

Colton Hendrix is a financial advisor at Raymond James & Associates with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fisher Investments and Brighthouse Financial. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm serves a broad client base with wealth advisory planning, investment consulting, and institutional services, offering non-discretionary advice and a range of firm-sponsored investment programs.

Dennis Zank is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and 46 years of industry experience. He has been with Raymond James & Associates since 1978 in various capacities. Outside of his advisory role, he serves as Treasurer and board member of the Pasadena Point Estates Homeowners Association, a nonprofit organization in his community. Raymond James & Associates provides financial planning and investment consulting services to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and institutional consulting, with a notable focus on public finance and municipal work.

Anne Whelan is a financial advisor with Wells Fargo Clearing in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to ERISA-qualified and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management grounded in modern portfolio theory. The firm’s advisory approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert De Korte is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has been with Merrill since 2018 and previously worked at St. Petersburg College and Acree Air Conditioning, Inc. De Korte 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 its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Vidak Dobrila is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors, Inc. since 2018. Outside of 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. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by extensive research and a broad affiliate network.

Patricia Bennett is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Bank of America and Merrill. She is the owner of The Bennett Group, LLC, a business unrelated to her advisory work, and is associated with U Racing Stable, LLC, a business investment connected to her husband. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, and municipal entities. The firm offers tailored financial plans and asset-allocation analyses, supporting clients through both non-discretionary and discretionary advisory programs.

Alexis Guilbeau is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63, 65, and 66 designations and bringing 10 years of industry experience. Prior to joining Raymond James in 2020, Alexis held roles at DoorDash, Ameriprise Financial Services, and several other companies. Outside of financial advising, Alexis owns and operates a baking business called alexis bakes. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and municipal entities, offering wealth advisory planning and institutional consulting through non-discretionary portfolio recommendations.

William Heath is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and five years of industry experience. He has worked at Morgan Stanley and LPL Financial prior to joining Raymond James. Outside of financial services, he is president of Sunken Labs LLC, a company involved in marketing, content creation, manufacturing, and distribution. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs.

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.

Michael Kostrub is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Capital Management, E*TRADE Securities, and T. Rowe Price. He is based in St. Petersburg, FL. Raymond James & Associates provides financial planning and investment consulting to a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships, and maintains capabilities in public finance and municipal 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, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include six years at Wells Fargo Clearing and two years at Wells Fargo Advisors, LLC. He is based in St. Petersburg, Florida. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by extensive research and a broad affiliate network.

Myphuong Newsome is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding Series 66 and Series 63 credentials and 12 years of industry experience. She has worked at Raymond James and its affiliates since 2018 and previously spent three years at T. Rowe Price. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory solutions and includes specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

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.

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.

Brock Rydell is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and eight years of industry experience. He has worked with Raymond James in various capacities since 2017 and has prior experience at Apple, Inc. Outside of his advisory work, Rydell is the president and owner of DBON, LLC, a business unrelated to investment management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and public entities. The firm offers non-discretionary, customized advisory solutions and has specialized programs for small businesses and public finance clients.

Jill French is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, where she has worked since 2011. She has 20 years of industry experience. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and municipal finance services.