Mark Levy is a financial advisor at Raymond James & Associates with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Raymond James since 2018, following a two-year tenure at Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Allison Guzman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Raymond James since 2018 and was previously with Wells Fargo Clearing from 2016 to 2018. 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, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by comprehensive research and multiple portfolio management strategies.