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.

Keith Wagner is a financial advisor with Fidelity Investments in Tampa, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Morgan Stanley, and co-founding DP Training Solutions, a maritime education company. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

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.

Angela Renna is a financial advisor with LPL Financial and holds a Series 66 designation. She has 20 years of industry experience, including prior roles at OSAIC, Sii, and Equitable Advisors. Outside of her advisory work, she is involved with Sterling Benefits Group, which specializes in health insurance and Medicare. 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 a large network of advisors and advanced operational tools.

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.

Logan Fairbanks is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at Axa Advisors. Outside of his advisory role, he is involved with The Bailey Group, an outside insurance business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and utilizing third-party asset managers and advisory programs to implement investment strategies.

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.

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.

Jason Arnold is a financial advisor with Cambridge Investment Research Advisors in Tampa, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining the firm, he worked for nine years at Dan Newlin Injury Attorneys. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platforms.

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.

Jason Keller is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Franklin Distributors, LLC and Franklin Templeton Companies, LLC, as well as multiple tenures at Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines large-scale resources and research with brokerage and advisory solutions, offering a range of investment and retirement plan services supported by Wells Fargo Investment Institute and third-party analytics.

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.

Marie Colbert is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Cetera. She previously worked at Concourse Financial Group Securities Inc and Lincoln Financial Securities Corporation. Outside of her advisory role, she is involved in managing insurance brokerage businesses, including serving as owner and president of MKC Brokerage, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

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.

Garrett Ruth is a financial advisor at UBS Financial Services with four years of industry experience and holds the Series 66 designation. He has worked at UBS since 2022 and has prior experience in educational roles at the University of Alabama, Palm Beach State College, the University of Florida, and local high schools. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management, supported by proprietary research and model-based asset allocations.

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.