Brandon Baird is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with Raymond James Bank and Raymond James & Associates since 2018, following two years at Wells Fargo Clearing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages 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 through various programs and affiliated research resources.

Shelley Ann Ragoonanan is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise, JPMorgan Chase Bank, JPMorgan Securities, and AXA Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Jonathan Richie is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors, Inc. since 2018. Prior to his current role, he was involved with the International Language Academy and owned J Richie Media, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor strategies to client goals and supports its extensive advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Susannah Townsend is a Certified Financial Planner (CFP®) with 34 years of experience in the financial services industry. She has worked at Morgan Stanley since 2009, including over a decade with Morgan Stanley Private Bank, and previously spent eight years at UBS Financial Services. She is based in Tampa, FL. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.

Joshua Brooks is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes prior roles at Merrill, Bank of America, Wells Fargo Clearing, and PNC Wealth Management. 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 wide range of clients including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Matt Schommer is a financial advisor with Cetera in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Ameriprise Financial Services, Mass Mutual Investors Services, and MSI Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program structures and custodial relationships.

Francis Reeves is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with PFS Investments, Inc. and Primerica Financial Services since 2006. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and select separately managed accounts for individual and high-net-worth clients. The firm focuses on a tiered wrap-fee structure and utilizes third-party asset managers with oversight and model implementation handled by BNY Mellon Advisors.

Michael Tippin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors and its predecessor firm AXA Advisors since 1999. Outside of his advisory role, he is a member of Bourbon Brau LLC, an entity created to purchase an airplane. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers both proprietary and third-party investment solutions through a network of Investment Adviser Representatives and emphasizes risk assessment and personalized program matching.

Bryan Peterson is a financial advisor at OSAIC in Tampa, FL, holding a Series 66 designation with five years of industry experience. His prior work includes roles at GFA Financial and entrepreneurial ventures such as The Library JV LLC and Pane Rustica. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by risk assessment tools and a range of customizable investment programs.

Casey Bradford is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to joining Raymond James, Bradford worked at UBS Financial Services and LPL Financial. Outside of financial advising, Bradford serves as a Girl Scout troop leader for the Girl Scouts of West Central Florida. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christopher Martinson is a CFA® charterholder with nine years of industry experience. He currently works at Mass Mutual Investors Services and MassMutual Life Insurance Co. Prior to joining MassMutual in 2025, Martinson held positions at BNY Mellon Securities Corporation, BNY Mellon, and Citi Private Advisory. He is also licensed as an insurance broker focusing on long-term care. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

Ian Wiley is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. He has worked at Charles Schwab Bank, SSB since 2026 and Charles Schwab & Co., Inc since 2024. Prior to his career in finance, his background includes several roles across different industries and periods of full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Stephanie Fuetterer is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and previously worked at Advanta IRA Services, LLC for five years. Her background also includes roles in the hospitality industry and at the University of South Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipalities, offering financial planning, investment consulting, and municipal advisory services through various specialized programs.

Brian Trautmann is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. His previous roles include positions at Merrill and American Financial Network, as well as various engagements with the University of Florida. 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, providing financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management options.

Katherine Roulston is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and bringing 26 years of industry experience. Her career includes roles at Merrill, Morgan Stanley, Wells Fargo Clearing, and Raymond James. 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, non-discretionary investment consulting, and institutional fiduciary services.

Randy Deitke is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including The Mutual Fund Store and Financial Engines Advisors L.L.C. Prior to his current role, he spent eight years at The Mutual Fund Store. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options focused on diversified portfolios and long-term strategies.

David Deweese is a financial advisor with Cetera in Tampa, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Cetera since 2019 and previously held roles at PNC Investments and SunTrust Advisory Services. Outside of his advisory role, he serves as a volunteer board member for the Salvation Army and Gulf Coast Dental, providing dental services to those in need, and also acts as a volunteer board treasurer for Cambridge Christian School. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers along with multiple program structures.

Lidisis Machin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and bringing 11 years of industry experience. Prior to joining Raymond James in 2020, Machin worked at Cetera and Summit Financial Group. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and a range of portfolio management styles.

Jeffrey Park is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at T. Rowe Price for 20 years before joining Raymond James in 2020. 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 fiduciary solutions.

Engy Alfred is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2013. Outside of her advisory role, Alfred is the sole owner of an investment-related business based in Knoxville, Tennessee. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.