Thera Elliott is a financial advisor with Raymond James Financial Services Advisors, Inc. in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Prior to joining Raymond James, Elliott worked at Wells Fargo Clearing and Wells Fargo Advisors. She is also president of Elliott Wealth Strategies LLC, a support company related to her work at Raymond James. 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 offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Mohammed Ansari is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 63 licenses and having 24 years of industry experience. He has worked at several firms including Marcum LLP and Boca Raton Financial Planners. Ansari is the founder and CEO of the Ansari Foundation, a nonprofit organization focused on charitable, religious, and educational contributions, and he also owns Experito Forensics, Inc., where he provides forensic accounting and tax consulting services. 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 delivers customized, non-discretionary planning and encourages implementation through its advisory programs or other providers, with a notable focus on technology, cybersecurity, and advanced analytical tools.

Charles Hall III is a financial advisor with Raymond James Financial Services Advisors, Inc. in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. He is also the owner of C3 Wealth Management, LLC, established for flow-through tax purposes. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary consulting using analytical and risk profiling tools, and supports a broad network of advisors with specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

James Watt is a financial advisor with Raymond James Financial in Boca Raton, FL, holding a Series 66 designation and 26 years of industry experience. He has been associated with Raymond James since 2009 and is also the president of J. B. Watt Wealth Strategies, Inc., which he founded in 2010. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm employs tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Arthur Rottenstein is a financial advisor with Raymond James Financial in Boca Raton, FL, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Raymond James Financial since 2009. Outside of his advisory role, he owns a rental property. 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 consulting using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation not common among large institutional advisors.

Mark Willens is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Raymond James since 2014 and is based in Boca Raton, Florida. Outside of his advisory role, he manages Mango Wealth, LLC and serves as an independent contractor advising clients through Arthur Rottenstein LLC. 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 using analytical tools and supports a large network of advisors, with a notable affiliation to a municipal advisor and recent additions such as a SIMPLE IRA Employer Advisory & Consulting Services program.

Jan Grobstein is a financial advisor with Raymond James Financial Services Advisors, Inc. in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James since 2012 and is also a principal of Advisory Services of Delray Beach, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, using risk profiling and analytical tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Stephen Giauque is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the CFP® designation and has 34 years of industry experience. Giauque has been affiliated with Raymond James since 1996 and currently manages an investment club called Owl & Oak Club. Outside of finance, he owns Prominent Sire Lines, LLC, which publishes updated versions of sire lines charts for the horse racing and breeding industry. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a dedicated municipal advisor affiliation.

Steven Artzi is a financial advisor with Raymond James Financial Services Advisors Inc. in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Artzi is also president of ACM Wealth LLC, a business he oversees in a limited capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, while maintaining specialized services including municipal and public finance advising.

Gary Herskowitz is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with various Raymond James entities since 1998, including Raymond James & Associates and Raymond James Financial Services Advisors, 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting implementation through advisory programs or other providers.