Melissa Seifer is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 63 designation and bringing 38 years of industry experience. She has been associated with both Southern Equity, Inc. and Raymond James & Associates since 2007. In addition to her advisory role, she serves as an arbitration panel member for FINRA Dispute Resolution Services and has been involved in caregiving through a home care affiliation supporting her mother’s aging in place. 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 wide range of clients, including individuals, institutions, and municipalities, offering tailored financial planning and consulting services with a variety of portfolio management styles and affiliated research resources.

Jonathan Sherry is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and three years of industry experience. He previously worked at Professional Management Inc. for ten years before joining Raymond James in 2022. Outside of advising, he co-owns a single-unit condo with his domestic partner. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and affiliated research to support tailored, non-discretionary client relationships.

Jeffrey Rubens is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 63 designation and 44 years of industry experience. He has been with Raymond James & Associates since 2007. He is president and director of the Westminster Barrington Foundation, a family charitable organization established by his father. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, leveraging a variety of portfolio management styles and affiliated research resources.