Beth Maus is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Raymond James and its affiliated entities since 2018, with prior experience at FSC Securities Corp and Invest Financial Corporation. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through risk profiling and firm research, with a notable focus on non-discretionary advisory services.

Dragan Paravinja is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James in various capacities since 2016. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal governments. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Richard Stoner is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Ameriprise since 2009 and manages the day-to-day operations of his practice through his own business entity, Richard W. Stoner, LLC. He is also involved in a professional networking group, NPI/St Pete Business Builders, which facilitates business referrals among members. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a comprehensive recommendation report supported by proprietary research and third-party data, with certain enrollment criteria and an investment universe influenced by affiliated product relationships.

Tyson Bryant is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James & Associates since 2011. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary and discretionary advisory services and is notable for its public finance and municipal work alongside its retail advisory offerings.

Jamie Tomlin is a CFP® professional with 30 years of industry experience. He is currently with Equitable Advisors and has previously worked at Stifel Independent Advisors, LLC and Wachovia Securities Financial Network, LLC. Tomlin serves as President and Director of Crescent King Development Inc. and BT Development Group, Inc., entities related to his financial practice. Equitable Advisors serves a diverse clientele including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, brokerage, insurance services, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, working extensively through program sponsors and third-party managers.

Robert Nolan is a financial advisor at LPL Financial with 37 years of industry experience. He previously spent 14 years at Raymond James & Associates before joining LPL Financial in 2023. Nolan holds a Series 63 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, combining discretionary and non-discretionary management with research-supported model portfolios and advanced portfolio management technologies.

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.

Joshua Smith is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Pruco Securities, LLC and Prudential Insurance Company of America for 15 years before joining Equitable Advisors in 2022. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

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.

Muhammed Syed is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 credential with four years of industry experience. His career includes roles at Morgan Stanley Private Bank, E*Trade Securities, Raymond James, and the Department of Defense. He also spent a decade associated with Claremont Graduate University and The Claremont Institute. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

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.

Angela Renna is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 designation and previously worked at OSAIC and Sii. Renna is also involved in health insurance and Medicare through Sterling Benefits Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations via a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and various specialized investment strategies.