Luis Gonzalez is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab & Co for six years, along with roles at AdvisorAssist, LLC and the Texas Department of Insurance. Outside of his advisory work, he manages a rental property in Corpus Christi, TX. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, and charitable and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting supported by extensive research, multiple portfolio management styles, and municipal advisory services.

Claire French is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 designation and six years of industry experience. Her prior positions include roles at Merrill and First Western Trust, as well as experience outside finance at The Virginian Restaurant and Teton Pines Country Club. 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 municipal entities, offering non-discretionary financial planning, investment consulting, and municipal advisory services.

Ryan Gerdts is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 designation and having nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Raymond James. Outside of his advisory role, he owns In Vino Veritas Consulting, a wine consulting business. 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, advisory programs, and institutional consulting with a range of portfolio management strategies.

Dennis Weldon is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kestra Advisory and Kestra Investment Services for a combined 18 years. 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, institutional clients, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

William Martin Jr. is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at First Trust Advisors L.P. and Pacific Life. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and investment consulting through various programs and draws on a range of portfolio management styles supported by affiliated research and sub-advisers.