Janet Monger is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. She has worked at Raymond James Financial Services, Inc. since 2022 and previously operated Brennan Bookkeeping, LLC. Outside of her advisory role, she serves as a Client Service Associate at Blue Diamond Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs a tailored, non-discretionary investment approach using risk profiling and modeling tools, and is notable for its affiliation with a municipal advisor and specialized services such as SIMPLE IRA Employer Advisory & Consulting.

Vanessa De Ingardia is a CFP® with 28 years of industry experience, currently serving at Raymond James Financial. She has been a Certified Divorce Financial Analyst (CDFA) since 2016 and has worked with Raymond James Financial Services Advisors, Inc. since 2011. She operates a branch under the name Blue Diamond Wealth Management in Campbell, CA. 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 investors. The firm uses tailored non-discretionary planning and analytical tools to support client goals and offers various advisory programs alongside municipal and public finance services.