Carl Raggio III is a financial advisor with Edward Jones in King City, CA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Edward Jones, he worked in consulting and the apparel industry, including roles at CWR3 Consulting LLC and Coastal Apparel. He owns and consults for CWR3 Consulting, a business based in Paso Robles, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Jake Fleischer is a financial advisor at Raymond James Financial with eight years of industry experience. He holds the Series 66 designation and has worked at various Raymond James entities since 2017. Outside of his advisory role, he is involved with several support companies, including serving as CEO of Simpatico and as an associate at Ing Wealth Strategies. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, emphasizing tailored financial plans developed via client collaboration and firm research.

Kai Langenberg is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at JP Morgan Chase Bank, N.A. and Farmers Financial Solutions, among other firms. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers its advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Michele Ing is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Raymond James Financial. She previously worked at Edward Jones for 14 years before joining Raymond James in 2018. Michele is also involved with SIMPATICO, where she performs financial planning duties as an associate. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice through detailed risk profiling and asset allocation analysis.