Callum Redman is a financial advisor at Raymond James Financial Services Advisors, Inc. with a Series 66 designation and three years of industry experience. He has worked with Richard Wagener and Wagener-Lee LLC since 2022 and has prior experience at Salisbury University and Howard Community College. Redman is also involved in administrative duties for Richard Wagener’s support company. 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 institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports a large advisor network with specialized services such as municipal advising and SIMPLE IRA Employer Advisory programs.

Ryan Williams is a CFP® professional with four years of industry experience, currently with Raymond James Financial in Columbia, MD. He has been with Raymond James Financial Services since 2021 and has prior experience in both public sector and energy-related roles. Williams also works as a branch associate at Wagenerlee LLC, where he handles client inquiries and executes requests. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to project potential outcomes and supports municipal and public finance through a unique affiliated municipal advisory arrangement.

Nolan Karfonta is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Bank of America, Merrill, and Raymond James Financial Services. Outside of his advisory roles, he has held positions at Elon University and in the restaurant industry. 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 uses a tailored, non-discretionary approach supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.