Jonathan Heitner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. His career includes roles at Wells Fargo Clearing and a two-decade tenure at Cottage & Castles prior to his current position. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and public entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on tailored, non-discretionary advice supported by comprehensive research and multiple portfolio management styles.

Bruce Treitman is a financial advisor with Raymond James & Associates in Rancho Santa Fe, CA, holding Series 63 and Series 65 registrations and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and charitable organizations. The firm provides financial planning, investment consulting, and institutional fiduciary solutions, with an emphasis on tailored, non-discretionary advisory relationships supported by a broad range of portfolio management styles and affiliated research.