Jeffrey Davis is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds a Series 63 designation and has worked in the financial services sector since at least 2012, including roles at UBS Financial Services and Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and public entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Matthew Rowe is a financial advisor with Raymond James & Associates in Santa Barbara, CA, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, serving in advisory roles for a combined nine years before joining Raymond James in 2020. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Justin Pearlman is a CFP® professional with 23 years of industry experience. He is currently with Raymond James & Associates and has previously worked at Morgan Stanley Private Bank and Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management options.

Paxson Russell is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he held roles at Oniracom, a local marketing agency where he worked as a business development consultant. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers non-discretionary financial planning and investment consulting supported by a range of portfolio management styles and affiliated research.

Cydney Edmondson is a financial advisor at Raymond James & Associates with CFP® and Series 66 credentials and three years of industry experience. Her prior work includes roles at CycleBar and several financial services firms, along with extended periods of full-time education at California Polytechnic State University. 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 consulting with a range of portfolio management styles and specialized municipal advisory services.

Kieran Maloney is a financial advisor with Raymond James & Associates in Santa Barbara, CA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Raymond James in 2023. Outside of his advisory work, he is involved with 50 Fathoms LLC, a company that produces wine and spirits submerged in metal cages in the ocean near the Channel Islands of Santa Barbara. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by affiliated research and model managers.