Evan Mayer is a CFP® professional with 20 years of industry experience, currently affiliated with Raymond James Financial. He has held roles at several firms, including Suntrust Advisory Services and Nave Capital LLC. Mayer hosts a podcast aimed at financial advisors, discussing practice management and industry concepts at a high level. He is also the owner of Fortuna Wealth, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors through various advisory programs.

Anny Paulino is a Series 66-licensed financial advisor with nine years of industry experience. She currently works at Raymond James Financial Services Advisors, Inc. and has held roles at Fortuna Wealth, Nave Capital LLC, The Mayer Group, and Suntrust Advisory Services. Paulino is also involved with Fortuna Wealth in a client service and administrative capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools for risk profiling and outcome modeling, supporting a broad advisor network and offering specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

David Burg is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. His outside activities include serving as a trustee and personal representative in family trusts and estates. Raymond James Financial Services Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, and institutional clients, providing financial planning, investment consulting, and advisory services through a wide advisor network. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals.

Jared Fischer is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Northwestern Mutual Investment Services LLC and Advisors Asset Management, Inc. 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 clients. The firm focuses on tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes.

Steven Schiff is a CFP® professional with 12 years of industry experience. He has worked at firms including Merrill, Truist, and Ritholtz Wealth Management before joining Raymond James Financial Services Advisors, Inc. in Boca Raton, FL. 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 delivers non-discretionary planning tailored to client goals and supports its advisory network with tools such as probabilistic modeling and specialized programs in municipal finance and SIMPLE IRA consulting.

David Ogman is a Series 66-licensed financial advisor with 25 years of experience, currently with Raymond James Financial Services Advisors, Inc. in Boca Raton, FL. His prior experience includes roles at Citibank, Bank of America, Merrill, and UBS Financial Services. He is the founder and director of the Jordan Avi Ogman Foundation, a nonprofit focused on raising awareness and funds for a life-saving cure. 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 clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports advisory program implementation through a broad network of advisors.