Gary Cohen is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Raymond James since 2017, previously working five years at UBS Financial Services. Outside of his advisory role, he is a partner in a family-owned apartment building in Brooklyn, New York, which he is in the process of winding down. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both retail and institutional clients through various advisory and fiduciary services.

Thomas Kreuzer is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is a 50% owner of The Great Wall Patch, a business that will cease operations within the current year. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations primarily through non-discretionary advisory relationships and also delivers institutional consulting and municipal finance services.

Thomas Sutter is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is involved in property management and real estate investment through several ownership and partnership roles. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with a range of advisory programs including institutional consulting and municipal finance services.

Paul Berman is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal services.

Anthony Rodriguez is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at City National Securities, City National Bank, and Wells Fargo, spanning a combined total of eight years before joining Raymond James. In addition to his financial career, he briefly owned and operated La Grande Orange Cafe. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base, including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis, with a notable presence in municipal and public finance markets.

Luke Petrarca is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2015. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports municipal clients with public-financing and investment banking capabilities.

Andrew Waldbaum is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding a Series 66 designation and 27 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory work, Waldbaum serves as a board member for Rutgers University's Los Angeles Customer Experience Certificate Program. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate, charitable, and government entities. The firm offers non-discretionary advisory relationships supported by firm research and planning tools, as well as institutional consulting and public finance capabilities.

Tyler Donaldson Cremer is a financial advisor with Raymond James & Associates holding a Series 66 designation and 15 years of industry experience. His work history includes positions at Wells Fargo Clearing, Morgan Stanley, and Wells Fargo Advisors. He is based in Beverly Hills, CA. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting to a wide client base, including individuals, institutions, and government entities, with a notable presence in municipal and public finance sectors.

Diego Kapelusznik is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Raymond James in 2018, he worked at Bank of America, Merrill Lynch, and Northwestern Mutual in various capacities. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting, emphasizing non-discretionary portfolio recommendations and offering access to firm-sponsored wrap fee programs and institutional consulting services.

David Berman is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding a Series 63 designation and over 42 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory role, he is the owner of Barrett Walker, Inc., a personal service corporation for tax purposes. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm offers wealth advisory planning, investment consulting, and institutional consulting services to a wide range of clients, including individuals, pension plans, corporations, and government entities, with a focus on non-discretionary planning and active involvement in municipal and public finance.

Eric Degoldsmith Rothschild is a financial advisor with Raymond James & Associates in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James since 2014. Outside of his advisory role, he is a limited partner and provided seed capital for an investment company called Blackbird LP, where he is a passive investor with no involvement in business or investment decisions. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory and fiduciary solutions.

Lesley Holmes is a financial advisor with Raymond James & Associates in Los Angeles, CA, holding nine years of industry experience. She has been with Raymond James & Associates since 2016 and has a background that includes work at Natan Rose Fulbright. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm provides tailored financial plans and investment recommendations using firm research and planning tools, and it also serves municipal and corporate entities through its Institutional Fiduciary Solutions division.

Rishab Kamat is a financial advisor with Raymond James & Associates holding a Series 66 designation. He has recently begun his career in the industry and has prior experience with Tellaro Capital Partners. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, with a notable focus on municipal and public finance services.

John Vizcarra is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Raymond James in 2026, he spent 26 years with City National Securities, Inc. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm serves a wide range of clients including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Jeffrey Soltman is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2020. Prior to that, he was with Gaytan & Leevan LLP from 2017 to 2020. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory relationships and institutional consulting, with a notable focus on public finance and municipal work.

Barry Bernstein is a financial advisor with Raymond James & Associates in Encino, CA, holding six years of industry experience. Prior to joining Raymond James in 2020, he has been involved with Bernstein, Samuels since 1997. Outside of finance, he is the owner, CEO, and CFO of Bobble Head Entertainment Inc., an entertainment industry company. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal governments. The firm offers tailored financial plans and asset-allocation analyses, with a focus on both retail and institutional clients, including municipal finance and investment banking services.

Terri Steffner is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 66 credentials and with 19 years of industry experience. She has been with Raymond James & Associates since 2015. Outside of her advisory role, she is president and an officer of Boyd Plaza LLC, a family-owned business. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm serves a broad client base including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting on a non-discretionary basis.

Lisa Detanna is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has been with Raymond James since 2011. Outside of advisory work, she co-authored a children's book with Debbie Bertram. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services.

Jimmy Torres is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds a Series 66 designation and previously worked at City National Bank for 11 years. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, serving both retail and institutional clients, including those in public finance and municipal sectors.

Stephanie Kim is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation and previously worked at Elite Prep. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutional clients, and government entities, delivering services primarily on a non-discretionary basis.

Erik Willanger is a Series 66 licensed financial advisor with Raymond James & Associates in Beverly Hills, CA, where he has worked since 2012. He has 16 years of industry experience. Outside of his advisory role, he is involved with the Sherman Oaks Presbyterian Church Mustard Seed Committee, where he reviews potential charities for endowment funding and monitors related investments. He also owns Voller, LLC, participating in major company decisions without handling daily operations. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, with a focus on both retail and municipal advisory services.

Nicholas Berman is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding a Series 66 designation and three years of industry experience. Before joining Raymond James in 2024, he worked with Westside Financial, Tropic, Treasury Prime, and LinkedIn. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets with more than 5,400 financial advisors. The firm serves a broad client base, including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting through non-discretionary services and a variety of sponsored programs and institutional solutions.

Scott Burns is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds a Series 63 designation and has previously worked at City National Bank, RBC Capital Markets, and Wells Fargo Advisors. Based in Santa Monica, CA, he joined Raymond James in 2023. Raymond James & Associates provides financial planning and investment consulting to a diverse clientele, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both discretionary and non-discretionary advisory relationships.

Adam Hand is a financial advisor at Raymond James & Associates with a Series 65 designation and seven years of industry experience. He has been with Raymond James since 2018 and also operates Adam Z Hand Tax & Financial Consulting, which he founded in 2011. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients, with a notable emphasis on public finance and municipal work.

Scott Stout is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has worked at Raymond James & Associates since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of advising, he owns MedVector Inc., a medical logistics business. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Fred Grischott is a CFA® charterholder with 20 years of industry experience, currently advising clients at Raymond James & Associates since 2026. Prior to this, he spent 16 years at City National Bank. He holds a Series 66 license and is based in Beverly Hills, CA. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, charitable organizations, and government entities, delivering advice on a non-discretionary basis supported by extensive affiliate resources and active involvement in municipal and public finance.

David Yi is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and has previously worked at Wedbush Securities and Merrill Lynch. His background includes diverse roles outside finance, such as involvement with Mr. BBQ and the Chartered Institute for Securities & Investment. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, pension plans, corporations, and government entities, offering wealth advisory planning, investment consulting, and specialized municipal and public finance services.

Armik Aghakhani is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding CPA credentials and bringing 10 years of industry experience. He has been involved with the Tax & Business Consulting Group since 1999. Aghakhani also operates a CPA firm alongside his advisory role. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers a range of services from tailored financial plans to institutional consulting, with a focus that includes public finance and municipal work.

Kaleb Goodman is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has previously worked at RBC Capital Markets LLC and LBG Advisor. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with both non-discretionary and discretionary advisory services, and maintains specialized capabilities in public finance and municipal work.

William Lindvall is a financial advisor at Raymond James & Associates with credentials including the Series 66 designation. Although he has no prior industry experience, his background includes roles in education and fashion modeling. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutional clients, and government entities, providing non-discretionary wealth advisory and investment consulting through a variety of programs and affiliated services.

Grant Berman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James in 2024, he worked at Tropic and Northspyre. Outside of finance, he is the owner of Caliente Spirits Co. LLC, a business involved in manufacturing, importing, marketing, and selling tequila from Jalisco, Mexico. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers a range of advisory programs and institutional consulting services with a focus that includes public finance and municipal work.

Ayelet Arnall is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 designation and previously worked at Greenwald Weiss Attorneys at Law before joining Raymond James. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses using firm research and planning tools, serving both retail and institutional clients.

Sylvia Garcia is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds the Series 66 designation and previously worked at City National Securities, Inc. and City National Bank for 22 years. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting through a non-discretionary approach supported by extensive affiliate networks and municipal finance capabilities.

Marjan Kamyar is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. Prior to joining Raymond James in 2018, Kamyar worked at Morgan Stanley from 2014 to 2018. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, with a focus on non-discretionary planning and active involvement in municipal and public finance markets.

David Elmaleh is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Equitable Advisors, LLC and various positions outside the financial sector including at Waste Solution Services and academic institutions. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, delivering financial planning and portfolio recommendations on a non-discretionary basis.

Ghalib Kanji is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he owns and manages a rental real estate property. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Joseph Horner is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2017, he worked in the Housing Department at the University of Southern California from 2015 to 2017. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary advisory relationships and institutional consulting through its specialized divisions.

Ariel Bobroff is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2019, following prior roles at Bank of America and Merrill Lynch. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships.

Susan Valdivia is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2015. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm serves a broad client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Andrew Lee is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Wedbush Securities Inc., Bank of America, N.A., and Merrill. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program, serving individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm provides tailored financial plans and investment recommendations, supporting both retail and institutional clients with a range of advisory programs.

Wesley Scott is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he owns a rental property. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, offering tailored financial plans and institutional consulting services.

Joshua Rosenzweig is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2015. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Elisa Schwartz is a financial advisor with Raymond James & Associates in Palm Desert, CA, holding a Series 65 designation and 16 years of industry experience. She has been with Raymond James since 2009. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and also delivers institutional consulting and municipal financial services.

Luke Polus is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2022, he worked at Anchor Loans and has a diverse background including roles at Carrier Commerce, Boomtown Accelerators, and Freudian Sip. He is also involved with the Envision Center, where he has been active since 2015. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program, serving individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses, with a focus on both retail and institutional consulting, including public finance and municipal services.

Cinnamon Chaney is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Raymond James since 2016. Raymond James & Associates is a 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 government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Peta Sklarz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Her prior experience includes roles at RBC Capital Markets and Morgan Stanley Smith Barney LLC. Outside of finance, she is the owner and proprietor of WOMANWHY, a business through which she creates and sells art. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with both non-discretionary and discretionary advisory programs, and has notable activities in public finance and municipal work.

Alan Soltman is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding a Series 65 designation and 15 years of industry experience. He has been with Raymond James since 2012 and also serves as president and owner of Merlis, Soltman Green and Associates, an accountancy corporation operating since 1993. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets, providing wealth advisory and investment consulting to a diverse client base including individuals, pension plans, corporations, and government entities. The firm offers planning and investment recommendations on a non-discretionary basis and maintains specialized capabilities in municipal and public finance.

Pang Yuan Nicole Chang is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. She has been with Raymond James since 2022 and has entrepreneurial experience as co-owner of a coding school franchise, where she occasionally participates in community outreach and supports compliance efforts. Additionally, she serves as a named editor of a recently published memorial book on her late father's academic work. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, with specialized services for municipal clients and institutional consulting.

Kamo Jurn is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Vaporous Technologies. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting services to a wide range of clients, including individuals, institutions, and government entities, and is notable for its combined municipal advisory and affiliated municipal capabilities.