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.

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 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.

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.

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.

Jill French is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2011. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Christopher Hudson is a financial advisor with Edward Jones in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions under a fiduciary standard.

Antonio Witherspoon is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 23 years of industry experience. He has been associated with various divisions of Raymond James since 2006. 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 municipal advisory services.

Megan Mccall is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior work includes roles at Penn Mutual Life Insurance Company and Commercial Asset Partners Realty. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Bartley Bates is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes prior roles at RBC Capital Markets and William R. Hough & Co. He is also involved in a private business named Wrap It Up Pilings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Diane Eshelman is a financial advisor at LPL Financial with 25 years of industry experience. She holds the CFP® and ChFC® designations and has prior experience spanning 26 years at Raymond James & Associates. 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 financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Eric Mcnamara is a financial advisor with Primerica Advisors in Bradenton, FL, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019 and previously worked at Lone Tree Inc. from 2001 to 2017. Outside of his advisory role, Mcnamara is involved with Bayside Community Church. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Toriano Faulkner is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Carillon Tower Advisers, Inc. and Northwestern Mutual Wealth Management Company. He is also active with the West Largo Congregation of Jehovah's Witnesses. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and consulting services that rely on detailed fact-finding and risk assessments.

Aaron Cross is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Donlan Wealth Management, The Investment Center, Inc., CBNA, and Diamond Comics. He is also involved with Donlan Wealth Management as a DBA for his LPL business. 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, third-party asset management, and institutional platforms.