Endry Surjanto is a financial advisor with Raymond James Financial in Cupertino, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Raymond James since 2012 and previously spent nine years with First Tech Federal Credit Union. Surjanto is also involved in wealth management and financial services through his roles as president of ATS Wealth Circle LLC and EACS Corporation. Raymond James Financial Services Advisors, Inc. 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 consulting using analytical tools and supports municipal finance work and specialized advisory programs.

Jeffrey Alejandro Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 24 years of industry experience. His prior roles include positions at First Tech Federal Credit Union and Addison Avenue Investment Services. Outside of advising, he is a partner in a skincare business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

Linh Truong is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 23 years of industry experience. He has worked at Raymond James since 2012 and at First Tech Federal Credit Union since 2014. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, corporations, and institutions. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.