Richard Mitchen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the PFS™ and Series 63 designations and bringing 43 years of industry experience. He previously worked at Avantax Insurance Agency, LLC, Avantax Investment Services, Inc., and Avantax Advisory Services for seven years. Outside of advisory work, he is president of Mitchen Wealth Management, a financial planning firm he has owned since 1983, and he manages a tax preparation business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Eric Mitchen is a CFP® professional with 10 years of experience in the financial services industry, currently affiliated with Raymond James Financial. His career includes roles at Avantax Advisory Services and Raymond James, where he has worked since 2009 in various capacities. Outside of his advisory role, he serves as Treasurer for the University Laboratory Cub Club, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm delivers non-discretionary, tailored investment consulting using advanced analytical tools and supports municipal and public-finance work uncommon among large institutional advisors.