Satoru Asato is a CFP® with 33 years of industry experience, currently affiliated with Raymond James Financial in Bloomington, MN. He has worked with Raymond James Financial Services Advisory, Inc. since 2008 and was involved with McNellis & Asato, Ltd, an independent financial advisory business of which he is president. 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 entities. The firm emphasizes tailored, non-discretionary planning and investment consulting, utilizing risk profiling and modeling tools to guide client decisions.

Hiroshi Asato is a CFP®-credentialed financial advisor with Raymond James Financial, based in Bloomington, MN, and has seven years of industry experience. Prior to joining Raymond James, he worked at Takeda Pharmaceuticals and serves in the US Navy Reserve. Outside of his advisory role, he is Vice President of McNellis & Asato, Ltd., a support company where he focuses on wealth advising and mergers and acquisitions. 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, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting, utilizing analytical tools and supporting municipal and public-finance work through its unique affiliations.

Luke Westholder is a financial advisor with Raymond James Financial in Bloomington, MN. He holds a Series 66 designation and has been in the industry since 2025. Outside of his advisory work, Westholder coaches tennis and pickleball. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, institutional, and high-net-worth clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a wide range of clients through an extensive advisor network.