Morris Moser is a CFP® professional with 36 years of experience in financial advising, currently affiliated with Raymond James & Associates. His career includes roles at firms such as Cetera, Avantax, World Equity Group, and Taylor Capital Management. Outside of his advisory work, he is engaged in teaching financial and retirement topics locally and is a partial owner involved in oversight of a car wash business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, with a diverse array of portfolio management styles supported by affiliated research and sub-advisers.

Cameron Moser is a financial advisor with Raymond James & Associates in Winston Salem, NC, holding a Series 66 designation and two years of industry experience. He has previously worked at Cetera, Avantax, and Insight Global, and has also served as a Wealth Management Coordinator for Maestro Wealth Advisors. Outside of finance, he buys and sells rare books online. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers tailored financial planning and non-discretionary investment consulting through various advisory programs, utilizing multiple portfolio management styles and affiliated research.