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.

Eric Hoover is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior roles include positions at Raymond James and Associates and Merrill Lynch. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory work for charitable gift funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Brandon Stone is a financial advisor with UBS Financial Services, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services Inc. since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

April Anne Orsi is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. Her prior work includes roles at FSC Securities Corporation, Raymond James Financial Services, Transamerica Retirement Solutions, PNC Investments, T. Rowe Price Advisory Services, and Ameriprise. Outside her advisory career, she owns Precious and Vintage, a business that acquires and resells vintage milkglass and other items online. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with asset allocation and portfolio optimization tools and supports a range of programs such as financial planning, managed portfolios, and retirement consulting.

Brooks Wallington is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at PSI Advisors LLC, Princor Financial Services Corporation, Principal Life Insurance Company, and several other firms. 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 advanced operational and research tools.

Kathlyn Diebel is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Fidelity Investments since 2022 and previously spent six years with Ameriprise Financial Services, Inc. She is based in Saint Petersburg, FL. Kathlyn is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a wide range of clients including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Andrew Teaf is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he serves as CEO and Treasurer of Cigar City Prime Investments, LLC, a business involved in real estate and moving and storage investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing tailored financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Matthew Nagel is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2017. Prior to that, he was with Kelly Services USA LLC for two years. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Erik Keim is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at Raymond James since 2014, including his current role since 2020. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and various organizations. The firm provides tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.