Chad Katunar is a financial advisor with Raymond James (USA) Ltd., holding Series 63 and Series 65 licenses and with two years of industry experience. He previously worked with Bear Street Financial Group Inc. and IPC Investment Corporation. Chad is also involved with Raymond James Financial Planning Ltd., focusing on insurance and estate planning. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer providing fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, and institutional accounts. The firm emphasizes asset allocation, diversification, and long-term investing, offering both discretionary and non-discretionary asset management.

David Goodridge is a CFA® charterholder and financial advisor with Raymond James (USA) Ltd., where he has worked since 2017. He also serves as a financial advisor at Raymond James Ltd. in Canada, a role he has held since 2016. Outside of his advisory work, he is a director of Panacea, a nonprofit organization he co-founded that provides support to children in low-income families, and he serves as a board member for the charity Mile-End Mission. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension/profit sharing plans, corporate, and institutional clients. The firm emphasizes asset allocation, diversification, and long-term investing, providing both discretionary and non-discretionary asset management primarily through its Ambassador wrap-fee program.

Thomas McWhirter is a Wealth Advisor Assistant at Raymond James (USA) Ltd. with a Series 65 designation and three years of industry experience. He has been with Raymond James since 2021 and previously worked at Holt Renfrew and Batter Zone. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individuals, high-net-worth clients, trusts, pension plans, and institutional clients. The firm emphasizes asset allocation, diversification, and long-term investing, with access to extensive market research and advisory resources as part of the larger Raymond James group.

Dean Bowe is a Senior Wealth Advisor and Portfolio Manager at Raymond James Ltd. with over 12 years in the financial services industry. He has held roles at Richardson GMP Limited and Raymond James Canada before joining Raymond James (USA) Ltd. Bowe also owns and operates a family wealth management firm focused on insurance sales and financial planning. Raymond James (USA) Ltd. provides fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, and institutional investors. The firm offers both discretionary and non-discretionary asset management, emphasizing asset allocation, diversification, and long-term investing, supported by in-depth market research and a broad range of brokerage and advisory resources.

Karim Halani is a Series 65-licensed financial advisor with Raymond James (USA) Ltd., bringing three years of industry experience. He has worked at Raymond James Ltd. since 2018 and previously spent six years at Edward Jones. Outside of his advisory role, Halani was a board member and treasurer for Empowered Training Centers, a software company focused on online learning platforms, where he remains a silent partner. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension plans, and institutional investors. The firm emphasizes asset allocation, diversification, and long-term investing, providing both discretionary and non-discretionary management supported by extensive market research and a broad range of brokerage resources.

Stephen Bishop is a financial advisor at Raymond James (USA) Ltd. with 11 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2006, working primarily with the Canadian affiliate. Outside of his advisory role, he manages commissions from insurance sales through a related financial services company he owns. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension plans, and institutional clients. The firm provides both discretionary and non-discretionary asset management with a focus on asset allocation, diversification, and long-term investing, supported by in-depth market research and a broad range of brokerage and advisory resources.

Francis Ortencio is a financial advisor with Raymond James (USA) Ltd., holding a Series 65 designation and one year of industry experience. He has worked at Raymond James Ltd. since 2019 and spent ten years at Richardson GMP Limited prior to that. Outside of his financial advisory work, he serves as Vice President and Board Member of Team Impact Wrestling Club, a non-investment-related community organization. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer providing fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension and profit-sharing plans, as well as corporate and institutional clients. The firm offers discretionary and non-discretionary asset management, emphasizing asset allocation, diversification, and long-term investing within a broad financial services group.

Luc Desbiens is a CFA® charterholder currently with Raymond James (USA) Ltd. He has over 14 years of industry experience, including seven years at Mirabaud Canada Inc. and six years at Lombard Odier Canada. Desbiens serves as a portfolio manager at Raymond James Ltd., the Canadian affiliate and parent company of Raymond James (USA) Ltd. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension plans, and institutional clients. The firm combines discretionary and non-discretionary asset management with a focus on asset allocation, diversification, and long-term investing, supported by comprehensive market research and advisory resources.

Carter Zavitz is an Associate Financial Advisor at Raymond James (USA) Ltd. with one year of industry experience. Prior to joining Raymond James, he worked with the Las Vegas Desert Dogs in the National Lacrosse League. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer that provides fee-based portfolio management to individuals, high net worth clients, trusts, pension and profit sharing plans, and institutional clients. The firm emphasizes asset allocation, diversification, and long-term investing through both discretionary and non-discretionary strategies.

Alexandru Vozian is a CFA® charterholder and holds a Series 65 license with over two years of industry experience. He has been employed with Raymond James (USA) Ltd. since 2019 and has been part of Raymond James Ltd. in Canada since 2013, focusing on sales. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, and institutional investors. The firm emphasizes asset allocation, diversification, and long-term investing through both discretionary and non-discretionary management, supported by access to comprehensive market research and a broad range of brokerage resources.

Steven Taylor is a CFA® charterholder affiliated with Raymond James (USA) Ltd., with experience in the financial industry since 2014. Prior to his current role, he held positions at Raymond James Ltd., National Bank Financial Inc., Jones Lang LaSalle, TD National Real Estate Group, TD Asset Management, and Fidelity Investments Canada. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer that provides fee-based portfolio management through its Ambassador wrap-fee program and related advisory services to a range of clients, including individuals, high net worth clients, trusts, and institutional investors. The firm emphasizes asset allocation, diversification, and long-term investing, offering both discretionary and non-discretionary management within a subsidiary of a larger Raymond James group.

David Rowen is a CFA® charterholder currently with Raymond James (USA) Ltd. He has one year of industry experience, including prior roles at Raymond James Ltd., IG Wealth Management, and Phocion Investment Services. In addition to his advisory work, he holds an associate investment advisor position and is a licensed agent involved in insurance and estate planning activities with the Canadian affiliate, Raymond James Ltd. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer serving individuals, high net worth clients, trusts, pension and profit-sharing plans, as well as corporate and institutional clients. The firm offers both discretionary and non-discretionary asset management, emphasizing asset allocation, diversification, and a long-term investment approach, while providing access to extensive market research and brokerage resources.

Micheal Reimer is a financial advisor with Raymond James (USA) Ltd., holding a Series 65 designation and four years of industry experience. He has been employed with Raymond James Ltd. since 2016, serving as a financial advisor in Canada and also licensed with Raymond James Financial Planning Ltd. for insurance and estate planning services. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as corporate and institutional clients. The firm emphasizes asset allocation, diversification, and long-term investing through both discretionary and non-discretionary management, supported by extensive market research and a broad range of brokerage and advisory resources.

Robert Sleegers is a financial advisor with Raymond James (USA) Ltd. He holds a Series 65 designation and has six years of industry experience, including roles at Raymond James Ltd. since 2016. He volunteers as Secretary for Forest City Road Races, a fundraiser supporting a children's center. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer serving individuals, high net worth clients, trusts, pension plans, and institutions. The firm emphasizes asset allocation, diversification, and long-term investing through discretionary and non-discretionary portfolio management, supported by extensive market research and advisory resources.

Pamela Katunar is a Series 65 licensed advisor with Raymond James (USA) Ltd., bringing two years of industry experience. She has been with Raymond James Ltd. since 2016 as a Wealth Manager and also spent eight years working with Goward House Seniors Activity Centre. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, and institutional investors. The firm emphasizes asset allocation, diversification, and long-term investing while providing access to in-depth market research and a broad range of brokerage and advisory resources.

Walter Bobko is a Series 65-licensed financial advisor with Raymond James (USA) Ltd., with one year of industry experience. He has previously worked at Raymond James Ltd., Manulife Securities, and Assante Capital Management, accumulating over 20 years in the financial services industry. Outside of his advisory role, Bobko owns Bobko Private Wealth Management Ltd., a corporation related to insurance commissions. Raymond James (USA) Ltd. is a dually registered adviser and broker-dealer offering fee-based portfolio management through its Ambassador wrap-fee program. The firm serves individuals, high net worth clients, trusts, pension plans, and institutions, emphasizing asset allocation, diversification, and long-term investing with both discretionary and non-discretionary management options.

Jeffrey Parks is a Series 65-licensed financial advisor with Raymond James (USA) Ltd., where he has worked since 2019 and has a total of six years of industry experience. He has also been affiliated with Raymond James Ltd. since 2010. Outside of his advisory role, Parks is a 50% owner of a self-serve car wash business in Ontario. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, and institutional investors. The firm emphasizes asset allocation, diversification, and long-term investing, operating within a larger financial services group that provides access to extensive market research and brokerage resources.

Anant Vijay is a CFA® charterholder currently with Raymond James (USA) Ltd., where he has worked since 2024. He has two years of industry experience and previously held roles at Bain & Company, HSBC, TD Bank, and the Kellogg School of Management at Northwestern University. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension and profit-sharing plans, as well as corporate and institutional clients. The firm emphasizes asset allocation, diversification, and long-term investing, operating as a subsidiary of a larger financial services group with access to extensive market research and brokerage resources.

Edward Goodfellow is a CFA® charterholder with two years of experience at Raymond James (USA) Ltd. and Raymond James Ltd., following a 16-year tenure at Ventum Financial Corp. He is employed full time in sales at Raymond James Ltd., the Canadian affiliate of Raymond James (USA) Ltd. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and related advisory services to individuals, high net worth clients, trusts, and institutional investors. The firm emphasizes asset allocation, diversification, and long-term investing through both discretionary and non-discretionary strategies, operating as part of a larger financial services group with access to extensive market research and brokerage resources.

Eric Wetmore is a CFA® charterholder with seven years of industry experience. He is currently an associate financial advisor at Raymond James (USA) Ltd. and Raymond James Ltd., where he has worked since 2017. Prior to joining Raymond James, he spent one year at Echelon Wealth Partners Inc. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension and profit-sharing plans, as well as corporate and institutional clients. The firm provides both discretionary and non-discretionary asset management, emphasizing asset allocation, diversification, and long-term investing within a broader financial services group.