Charles Alfaro is a financial advisor with Raymond James & Associates holding a Series 66 designation and seven years of industry experience. Before joining Raymond James in 2019, he worked at Merrill and held roles in education and political campaigns. Alfaro is also a partner in Alfaro Ventures, a business involved in real estate investment and management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by extensive research, a range of portfolio management styles, and specialized municipal advisory services.

Mitchell Rosich is a CFP® and holds a Series 66 license with Raymond James & Associates, bringing three years of industry experience. Prior to joining Raymond James in 2023, he spent two decades at Athenian Venture Partners. Outside of his advisory role, he owns Magic Mitch Karaoke, a business providing karaoke services for private and corporate events. 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 municipalities, offering financial planning and non-discretionary investment consulting supported by proprietary research and various portfolio management styles.

Misty Farukh is a CFP® professional at Raymond James & Associates with 18 years of industry experience. She has worked at Raymond James since 2012, following positions at Morgan Stanley and Citigroup Global Markets. Based in Palm Desert, CA, she holds the Series 66 designation. 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, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.