Yon Kim is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Charles Schwab and its related entities for over two decades. He is based in Castle Rock, Colorado. 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, and offers financial planning, non-discretionary investment consulting, and municipal advisory services.

Raymond Reilly III is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he held roles at Samaritan's Purse and National Technology & Engineering Solutions of Sandia, among others. He is also a licensed real estate broker in Colorado, although he currently devotes no time to this activity and uses the license primarily for personal real estate transactions. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.