Irving Munn is a CFP® with 29 years of experience in the financial industry, currently associated with Raymond James Financial in Dallas, TX. He has worked with Raymond James Financial Services, Inc. since 1996 and has been involved with Munn Gray & Associates, Inc. since 1999. Munn serves on the board of the Temple Shalom Endowment Fund, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Roy Gray is a CFP® professional with 24 years of experience in the financial industry, currently serving at Raymond James Financial in Dallas, TX. His career includes roles at Munn Gray & Associates, Gulf Winds Credit Union, and Southern Methodist University. He is also involved in an insurance general agency, referring non-investment related insurance sales opportunities. 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 employs tailored, non-discretionary planning supported by analytical modeling and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Katie Loyet is a CFP® professional with four years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. She previously worked at The Vanguard Group, Bank of America, and Wells Fargo Advisors. Outside of her advisory role, she is associated with Munn Gray & Associates, where she assists clients in building and executing financial plans. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm provides tailored, non-discretionary planning supported by advanced analytical tools and maintains specialized programs for municipal and retirement plan advisory services.

Anthony Cassavechia is a financial advisor with Raymond James Financial in Dallas, TX, holding a Series 66 designation and 13 years of industry experience. He has been associated with Raymond James Financial Services Advisors, Inc. and related entities since 2013 and previously served in political office from 2013 to 2017. Outside of his advisory role, he is a partner and officer in Cassavechia Services, LLC and Cassavechia Capital Partners, LTD, which manage family investment assets and provide strategic business advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients, including pension plans and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains specialized programs for municipal advisory services and employer SIMPLE IRA consulting.

Grant Rosen is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. in Dallas, where he has worked since 2025. His prior experience includes roles at Vanguard Advisers and various other firms. Outside of financial services, he has been involved with Wyzant and has work history with Uber and Doordash. 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 institutional clients. The firm offers tailored non-discretionary planning and uses advanced analytical tools to support client goals while maintaining specialized municipal and SIMPLE IRA advisory programs.