Maryanne Morrissey is a CFP® with 32 years of industry experience, currently with Raymond James & Associates since 2025. She previously worked for 16 years at Janney Montgomery Scott. Morrissey serves as president of the Morrissey Family Foundation, a nonprofit organization involved in asset management and donation distribution. Raymond James & Associates, Inc. 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 charitable organizations, offering financial planning and investment consulting through various programs and affiliated research resources.

Daniel Jones is a financial advisor with Raymond James & Associates in Philadelphia, PA, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Raymond James & Associates since 2001 and owns RLB Holdings LLC, a business involved in real estate investment. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser that serves individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Teresa Welsh is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has been with Raymond James & Associates since 2016. 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, institutional investors, and charitable organizations, offering financial planning and advisory services supported by extensive research and a variety of portfolio management styles.

Mark Oneill is a financial advisor with Raymond James & Associates in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Raymond James & Associates since 2016. Outside of advising, he is listed as an owner of a rental real estate business. 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 municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Robert Farrell Jr. is a CFP®-certified financial advisor with 29 years of industry experience, currently with Raymond James & Associates since 2025. He previously worked at Janney Montgomery Scott for 16 years. Outside of his advisory role, he serves on the advisory board of a condominium association in Sea Isle City, NJ. 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—and provides a range of financial planning and consulting services supported by multiple portfolio management styles and affiliated research.

Hannah Patrignani is a financial advisor with Raymond James & Associates in Philadelphia, PA, holding the Series 66 designation and one year of industry experience. Her prior work includes roles at Janney Montgomery Scott and various positions outside the financial sector, including in hospitality and beverage industries. Raymond James & Associates, Inc. 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.

Michelle Snyder is a financial advisor at Raymond James & Associates with 33 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Janney Montgomery Scott for 16 years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing about $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 range of portfolio management styles and affiliated research.

Corbin Gustafson is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has previously worked at Janney Montgomery Scott. His early career includes roles at the University of Delaware and Fred Beans Automotive Group. 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 institutional fiduciary services.

Ryan O'Neill is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, he serves as a boys varsity soccer coach at WSSD in Wallingford, PA. 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 with non-discretionary implementation decisions left to clients.