Erick Carlos is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Wells Fargo, and VisionPoint Advisory Group. Outside of his advisory work, he serves as CEO of NEC Capital, LLC and is the owner of Texas Private Wealth Insurance Group, which provides various insurance services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofits. The firm provides tailored, non-discretionary advisory services using risk profiling and modeling tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Marco Lopez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and offering 28 years of industry experience. He previously worked at LPL Financial, VisionPoint Advisory Group, BFC Planning, and Milkie/Ferguson Investments. Lopez is also the owner of Texas Private Wealth Advisors LLC and Texas Private Wealth Insurance Group, where he provides securities, insurance-related planning, and benefit solutions for individuals and small businesses. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses risk profiling and analytical modeling to tailor recommendations and supports various advisory programs including municipal and employer consulting services.

Barton Gunter is a CFP® with 24 years of industry experience, currently serving at Raymond James Financial in Dallas, TX. He previously spent 15 years with LPL Financial, LLC. Gunter is a member of the Finance and Investment Committee at Royce City Methodist Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary approaches supported by advanced analytical tools.