Thera Elliott is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing and Wells Fargo Bank NA for over a decade. She is also president of Elliott Wealth Strategies LLC, a support company related to her business activities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, pension, charitable, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to align with client goals and supports a wide network of advisors through various advisory and consulting programs.

Mohammed Ansari is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at several firms, including Marcum LLP and Doyens Capital Management Inc., and is the founder and CEO of the Ansari Foundation, a charitable nonprofit organization. Ansari also owns Experito Forensics Inc., where he provides forensic accounting, tax consulting, and related services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, institutional, and nonprofit clients. The firm emphasizes tailored, non-discretionary planning using analytical and risk-profiling tools and supports a broad advisor network with specialized programs and institutional consulting.

Charles Hall III is a financial advisor with Raymond James Financial in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2020 and has been affiliated with Raymond James and Arthur Rottenstein LLC since 2020. Hall is the owner of C3 Wealth Management, LLC, which he created for flow-through tax purposes. 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 clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

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 bringing 41 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. Outside of his primary advisory work, he manages Mango Wealth, LLC and serves as an independent contractor advising clients through Arthur Rottenstein LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm emphasizes non-discretionary planning tailored to client goals and supports institutional consulting and portfolio management across a large network of advisors.

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.