Tyler Edwards is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. He has held roles at Raymond James Financial and its affiliate since 2024. Edwards also has experience in client services and office administration through his association with Colorado Wealth Associates. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses risk profiling and analytical tools to support tailored, non-discretionary investment consulting and is notable for its municipal advisory affiliation and specialized SIMPLE IRA advisory services.

Kelly Kennedy is a financial advisor at Raymond James Financial with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James Financial and its related entities since 1999. Outside of advising, she owns KGH Financial, LLC, which handles administrative support functions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services and supports municipal finance work through a municipal advisor affiliation, along with specialized programs like SIMPLE IRA Employer Advisory & Consulting Services.

Anthony Urfer is a financial advisor with Raymond James Financial Services Advisors Inc. in Colorado Springs, CO, holding a Series 66 designation and nine years of industry experience. Before joining Raymond James in 2017, he worked at Focal Point Business Coaching from 2015 to 2017. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools and modeling to support client goals, with specialized services including municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Melissa Mccarthy is a CFP® and Series 66 credentialed financial advisor with 18 years of industry experience. She has been associated with Raymond James Financial Services in various capacities since 1999. Outside of her advisory work, she is involved in business activities including serving as president and treasurer of Colorado Wealth Associates, LLC and Colorado Wealth Partners, Inc., where she manages operations and bookkeeping. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and institutional consulting services.