Diego Lutz is a financial advisor at Raymond James & Associates with a Series 66 designation and experience in the industry since 2025. Prior to joining Raymond James, he worked at JTC Group, Citi Group, and Scotia Wealth Management. 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, providing financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Jerry Willenborg is a financial advisor at Raymond James & Associates with 39 years of industry experience. He has been with Raymond James & Associates since 1997. Outside of his advisory role, he is involved in managing multiple rental real estate properties. 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 tailored financial planning and consulting services supported by extensive research, diverse portfolio management styles, and specialized municipal advisory solutions.

Leonard Schettino is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. He has been with Raymond James & Associates since 2013. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Robert Regent is a financial advisor with Raymond James & Associates holding Series 63 and Series 65 licenses and 34 years of industry experience. He joined Raymond James in 2018 after nine years with Ameriprise Financial Services, Inc. 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and affiliated research resources.

Jacob Kopczyk is a financial advisor with Raymond James & Associates, holding a Series 66 credential and five years of industry experience. Prior to joining Raymond James in 2021, he spent four years with the Tennessee Titans and one year at San Diego State University. He serves as a philanthropic/events chair for South Florida Professionals, coordinating volunteer activities and social 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 municipal entities, offering a range of financial planning and investment consulting services with a primarily non-discretionary approach.