Jeffrey Leonard is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 1999. In addition to his advisory role, he owns a support company, J.S. Leonard and Associates LLC, based in Anchorage, Alaska. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and analytical modeling, supporting client implementation through various advisory programs.

Pieter Mc Donald is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James since 2012 and is also associated with J.S. Leonard and Associates since 2011. Outside of his advisory work, he serves as an officer in support companies related to branch operations and expense tracking. Raymond James Financial Services Advisors, Inc. provides planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to guide client goals and supports its recommendations through multiple advisory programs.

Trevor Geerin is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has worked previously at Davis Constructors & Engineers Inc and Top Shelf Realty. Outside of advising, he is employed at Leonard & Martens, LLC, a support company unrelated to investment services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Allison Biss is a financial advisor with Raymond James Financial, holding the ChFC® designation and Series 63 and 66 licenses. She has 28 years of industry experience, including 27 years at Edward Jones before joining Raymond James Financial Services Advisors, Inc. in 2025. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports a broad network of advisors with specialized programs and resources.