Nathaniel Anthony is a Series 66-credentialed financial advisor with 16 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2019 and previously held roles at Xenia Christian and Legacy Christian Academy. In addition to his advisory work, he serves as an associate employee at McGillivary & Ippisch Wealth Advisors, managing assets for both personal clients and those of Marty McGillivary. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides non-discretionary planning tailored to client goals and supports municipal finance work through a unique affiliation with a municipal advisor.

Curtis Uhlenhake is a CFP® professional with two years of experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Corient and has held various roles including at The Ohio State University and St. Henry Schools. Outside of his advisory work, Curtis officiates basketball games for local junior high and high schools. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with analytical tools and programs that incorporate technology and risk profiling.

Timothy Ippisch is a CFP® and ChFC® credentialed advisor with Raymond James Financial, based in Dayton, OH, and has 26 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2016. Outside of advising, he is a partner and silent investor in a local restaurant group and holds ownership interests in several business and real estate ventures. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers non-discretionary planning and uses analytical tools to tailor strategies to client goals, supporting implementation through its advisory programs and other providers.

Joseph Murdock is a financial advisor with Raymond James Financial Services Advisors, Inc. in Dayton, OH. He holds Series 63 and Series 65 designations and has one year of industry experience. His prior roles include positions with Authentic Counsel, LLC and Sovereign's Capital, as well as involvement with the Knights of Columbus. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports a broad network of advisors with specialized offerings including municipal advisory and SIMPLE IRA employer consulting services.

Martin Mc Gillivary is a financial advisor with Raymond James Financial Services Advisors, Inc. in Dayton, OH, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He has worked with firms including MLM & TRI Kettering, LLC and MLM & TRI SHK, Inc. Outside of advising, he is a partner and silent investor in a local restaurant franchise. 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 consulting using risk profiling and analytical modeling and supports municipal finance work through its affiliation with a municipal advisor.