Ian Watson is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior firms include Cantella & Co., Inc. and Wells Fargo Advisors. He is involved with Chestnut Hill Wealth Management Group in a non-investment role. 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, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports a broad network of advisors and affiliated firms.

Philip Peloquin is a CFP® professional with 36 years of industry experience, currently with Raymond James Financial Services Advisors. He has worked at Raymond James since 2022 and previously spent six years at Cantella & Co., Inc. He is also involved as an officer in two financial advisor partnership businesses operating under DBA names in Boston. Raymond James Financial Services Advisors 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 supports municipal and public finance work through a municipal advisor affiliation, alongside specialized advisory programs for retirement plans and targeted marketing partnerships.