James Williams is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2016. Outside his advisory role, he is a partner at BuyandHold, LLC, a real estate leasing 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, non-discretionary investment consulting, and specialized municipal advisory services.

Christopher Peszek is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Raymond James, he worked at Ameriprise Financial Services, Inc. Additionally, he is involved as a business owner of entities that support his wife's physical therapy practice. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with mostly non-discretionary relationships, drawing on a variety of portfolio management styles supplemented by firm research and affiliated sub-advisers.