ADVISOR BIO

Joshua Vilardi is a financial advisor with Osaic Wealth, Inc. located in TRINITY, FL. Joshua has been in the financial services industry since 2003 and is registered with FINRA and several states to offer securities and investment advisory services. Joshua has experience with a variety of clients including individuals, high-net-worth individuals, businesses, and corporations. Joshua offers financial planning, portfolio management, and other services.

SPECIALIZATIONS

ADVISOR BIO

Joshua Curran is a Registered Representative and Investment Advisor Representative with Raymond James & Associates, Inc.. Joshua has been in the financial services industry since 2010. Joshua holds the Series 7, Series 65 and SIE securities licenses. Joshua has a strong background in the financial services industry. Joshua is experienced in financial planning, investment management, and portfolio management. Joshua's firm, Raymond James & Associates, Inc. specializes in providing financial services to individuals, high-net-worth individuals, corporations, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Joshua Calisti is a financial advisor with J.P. Morgan Securities LLC. Joshua has been in the industry since June 2015. Joshua holds the Series 7 and Series 66 securities licenses, as well as the SIE exam. Joshua has also previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Securian Financial Services, Inc.

SPECIALIZATIONS

ADVISOR BIO

Joshua Michael Mastracci is a financial advisor with Janney Montgomery Scott LLC, specializing in providing financial advice and services. Joshua is a registered representative with FINRA and the state of Florida. Joshua has a Series 63 and a Series 79 license. Joshua has been in the financial industry since May 19, 2018, and has worked with Hyde Park Capital Advisors, LLC in Tampa, FL.

SPECIALIZATIONS

ADVISOR BIO

Joshua L. Hall is a financial advisor who has been in the industry since 2008. Joshua has a Series 7, Series 66, and SIE license and is currently registered with J.P. Morgan Securities LLC in both Florida and Texas. Joshua has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Chase Investment Services Corp.

SPECIALIZATIONS

ADVISOR BIO

Joshua Bousfield is a financial advisor with over 12 years of experience in the financial services industry. Joshua is registered with Wells Fargo Clearing Services, LLC and holds several licenses including Series 7, 6, 63, and 66. Joshua specializes in providing investment consulting services to institutional clients as well as financial planning, pension consulting, and portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Joshua Krafchick is an investment advisor representative with 369 Financial LLC. Joshua has been in the financial services industry since July 2013, and has held various positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Cambridge Investment Research, Inc., and Standfast Asset Management, LLC. Joshua holds a Series 66 and Series 7 license. Joshua specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Joshua is also a public speaker, author, and blogger.

SPECIALIZATIONS

ADVISOR BIO

Joshua Daniel Zamat is a financial advisor with Wells Fargo Clearing Services, LLC. He is based in Boca Raton, Florida, and has over 20 years of experience in the financial services industry. Joshua is a registered representative with FINRA, a Registered Investment Advisor, and holds a Series 7, Series 31, Series 55, and Series 66 license. He has experience in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Prior to joining Wells Fargo Clearing Services, LLC, Joshua was employed by Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association.

SPECIALIZATIONS

ADVISOR BIO

Joshua Walter Lewis has been in the financial services industry since August 23, 2000. Currently, Joshua is a Registered Representative with Morgan Stanley. Joshua is licensed to offer financial services in 37 states. Joshua has Series 7, 31, 66, and SIE licenses.

SPECIALIZATIONS

ADVISOR BIO

Joshua Milrad is a financial advisor with Raymond James & Associates, Inc. located in ST. PETERSBURG, FL. Joshua has been in the industry since February 11, 2021, and is licensed in Florida, as well as all other states. Joshua has Series 7, 66, and 52TO licenses and specializes in financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisers. Prior to joining Raymond James, Joshua was employed by MORGAN STANLEY in Tampa, FL.

SPECIALIZATIONS