Steven Wilmarth is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Raymond James & Associates since 1998. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering services such as financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Cole Wilmarth is a CFP® professional with eight years of experience in the financial industry. He has been with Raymond James & Associates since 2019 and previously worked at Fidelity Investments. Wilmarth also serves as president of a homeowners association in Melbourne, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting services supported by a nationwide adviser network.

Diego Reyes Cano is a financial advisor with Raymond James & Associates in Melbourne, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Truist Investment Services, Mitsubishi Power America, Northwestern Mutual Company, and the University of Central Florida. 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 a range of financial planning and consulting services supported by extensive research and multiple portfolio management approaches.