Sean Sweeney is a financial advisor with Raymond James & Associates holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Citigroup and LPL Financial, as well as a lengthy tenure at Suburban Physical Therapy. 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 and consulting services through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.

Bernadette Carman is a financial advisor with Raymond James & Associates in New York, NY, holding a Series 66 designation and six years of industry experience. She previously worked at Citigroup for 16 years before joining Raymond James in 2025. Raymond James & Associates, Inc. is a large 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, investment consulting, and municipal advisory services through a broad range of portfolio management styles and affiliated research.

Rahul Gupta is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining Raymond James in 2025, he spent 12 years at Citigroup. Outside his advisory role, he serves as a member overseeing administration and decision-making improvements for multiple investment-related LLCs. 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 non-discretionary financial planning and consulting supported by a wide range of portfolio management styles and proprietary research.

Paul Atala is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He previously worked at Citigroup Global Markets Inc. for 12 years before joining Raymond James in 2025. Outside of his advisory role, he is a partner in Bontala Enterprises, assisting with back office operations for a restaurant. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.