Mary Metro is a CFP® with 27 years of experience, currently serving at Raymond James Financial. She has held roles at Lincoln Life and Annuity since 2018 and operates her own practice, Metro Financial Strategies, since 2010. Mary is also a Certified Divorce Financial Analyst and has been involved in non-variable insurance activities for over a decade. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a varied client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting and supports municipal and public finance work through an affiliation with a municipal advisor.

Michael Dalton is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has held positions at several firms including MML Investors Services, MassMutual Life Insurance, and Hightower Advisors. Dalton is based in Chelmsford, MA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jonathon Salo is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., bringing one year of industry experience. His prior roles include positions at MML Investors Services LLC, Capstone Partners Financial & Insurance Services, and Northwestern Mutual Investment Services LLC. Outside of his advisory work, he operates METRO Financial Strategies, a non-investment-related business based in Chelmsford, Massachusetts. 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 analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.