Joseph Woodland is a financial advisor with Raymond James Financial Services Advisors, Inc. in Bellevue, WA, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2013 and is also associated with Investment Associates, Inc. DBA The Wormeli Group in a business development and administrative role. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Tammy Winterfeld is a CFP®-designated financial advisor with Raymond James Financial in Bellevue, WA, and has 23 years of industry experience. She has worked at Raymond James Financial since 2009 and is also associated with Investment Associates, where she serves as Operations Manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized capabilities in municipal and public finance advisory services.

Stephen Wormeli is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2009. He also leads Investment Associates, Inc. DBA The Wormeli Group, a support company he owns and operates. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supporting municipal and public finance work through a unique municipal advisor affiliation.