Gregory Herrling is a CFP® with 17 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously spent 13 years at U.S. Bancorp Investments, Inc. Herrling operates an independent financial services firm, Chuckanut Financial Services, where he manages day-to-day operations and client financial planning. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance advisory work through a unique affiliation with a municipal advisor.

Antonette Swanson is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 14 years of industry experience, including 13 years at U.S. Bancorp Investments, Inc. Swanson also works as an associate at Chuckanut Financial Services, providing sales and client service support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and uses analytical modeling tools to support client goals.