Jee Lee is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. He is also the owner of Kimchi, LLC, a family restaurant with no current responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

William Cronin IV is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. He previously worked at Morgan Stanley and has been involved in academic roles at Florida Atlantic University and the University of Central Florida. 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, investment consulting, and municipal advisory services with an emphasis on non-discretionary, client-directed implementation.

Guilherme Accioly Da Rocha is a financial advisor at UBS Financial Services with six years of industry experience. He previously worked at Morgan Stanley, Citibank, Charles Schwab, Fisher Investments, TD Ameritrade, and Transamerica Retirement Solutions. He holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocation to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers custody, underwriting, and capital markets solutions.

Melissa Jaeger is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has been with Raymond James and Associates since 1999. 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, non-discretionary investment consulting, and municipal advisory services.

Bryce Alley is a financial advisor with Raymond James Financial in Tampa, FL, holding a Series 66 designation and nine years of industry experience. He has worked with Raymond James and affiliated firms since 2018 and was previously employed at UBS Financial Services. He is also associated with All Seasons Wealth, where he serves as an associate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a municipal advisor affiliation.

Ashley Matthews is a financial advisor at Raymond James & Associates with 5 years of industry experience and a Series 66 designation. She has been with Raymond James & Associates since 2012. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

David Oates is a financial advisor at Primerica Advisors with 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2002 and also has a longstanding role at S. O. R. Inc. since 1992. Outside of his advisory work, he drives part-time for DoorDash. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-based strategies managed by unaffiliated asset managers, supported by institutional custodians and overlay managers.

David Newhard is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 credential and 14 years of industry experience. His career includes multiple tenures at Ameriprise and a period at LPL Financial LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm uses a centralized team to develop detailed recommendation reports that incorporate proprietary research and third-party data.

Nicholas Andress is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at American Enterprise Investment Services Inc. and Ameriprise Financial Services Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory services to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Thomas Harmon is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and 16 years of industry experience. He has been associated with various Raymond James entities since 2016. Raymond James Financial Services Advisors, Inc. serves a diverse client base that includes individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored financial planning and investment consulting using analytical tools and supports programs such as wrap-fee advisory and municipal finance services.

Brieanne Case is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. She has been with Raymond James & Associates since 2014 and Raymond James Financial Services since 2015. Raymond James & Associates, Inc. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide adviser network.

Kaitlyn Frid is a Certified Financial Planner (CFP®) with eight years of industry experience. She is currently with Raymond James & Associates and has previously worked at Bank of America, Merrill, and Morgan Stanley. Her background also includes roles outside of finance, such as work with the Sunshine State Economic Development Corporation and the Lou Frey Institute of Politics and Government. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by extensive research and a range of portfolio management options.

James Garrity is a financial advisor with LPL Financial in St. Petersburg, FL, holding a Series 66 license and offering 26 years of industry experience. His career includes roles at Charles Schwab and Morgan Stanley, and he has been with LPL Financial since 2014. In addition to his advisory work, he is involved with Zija (formerly QIVANA), a business he has been connected with since 2009. LPL Financial is a national broker-dealer and SEC-registered investment advisor serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools and a broad platform that includes insurance and banking partnerships.

Cynthia Gilmore is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 designations and 43 years of industry experience. She has been with Raymond James & Associates since 2009. Outside of her advisory role, she is a partner in WSPRJ, LLC, a business formed to manage office space rental for her team’s Raymond James office. 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 broad client base, including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional services.

Joseph Guinther II is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. He has worked at Raymond James & Associates since 2023, following roles at AssuredPartners, Winn-Dixie, and in education at Safety Harbor Middle School and Countryside High School. Raymond James & Associates, Inc. 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, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional advisory services with a range of portfolio management styles and affiliated research.

Korisa Petre is a financial advisor at Raymond James & Associates with 13 years of industry experience and holds the Series 66 designation. She has worked at various branches of Raymond James since 2013 and spent two years at CitiGroup prior to her current tenure. 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, institutional plans, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Ruth Jordan is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she is involved in property management as a sole proprietor in Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diverse investment services alongside its financial planning offerings.

Matthew Frey is a financial advisor with Raymond James Financial, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Vault Retirement Services, Lynch and Associates, and First Bandwidth Bank. Outside of advisory services, he is a partner in COBYMARK, LLC, a real estate holding company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored non-discretionary advisory services using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Kacey Bell is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, Kacey worked at Founders Professional, Zelis Payments, and AMS Professional. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Connor Mc Court is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and previously worked in consulting at Capgemini Invent and financial services roles at Bank of America and Merrill. Outside of his advisory work, he is involved with Next Wave LLC, where he assists high school swimmers in navigating college recruitment and academic planning. 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 clients, and municipalities, offering financial planning and consulting with a range of portfolio management styles supported by firm research and affiliated sub-advisers.