Phillip West is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked since 2006. He has 20 years of industry experience and is based in Clarkston, MI. 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 and pension plans, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Colleen Schon is a financial advisor with Raymond James & Associates in Clarkston, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Raymond James & Associates since 2005. Outside of her advisory role, she serves as a board member and fundraiser for the nonprofit Funding the Future and is treasurer of The Alexander Foundation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional services, employing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Casey Sage is a financial advisor at Raymond James & Associates with four years of industry experience. Prior to joining Raymond James in 2021, Sage worked for Walled Lake Consolidated Schools for 13 years. Outside of advising, Sage serves as Community Relations Director for The Alexander Foundation, a charity supporting families of children with craniofacial diseases, and previously held a senior role in an online activewear 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, institutional clients, and municipal entities, offering tailored financial planning and consulting with a range of investment strategies and municipal advisory services.

Edward Sudzina is a financial advisor with Raymond James & Associates in Clarkston, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2001. Outside of his advisory role, he is a partner and CEO of Kitty Properties LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and consulting services using a range of portfolio management styles supported by extensive research and model manager options.