Alexander Koch is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial. His prior roles include positions at Northwestern Mutual Investment Management and Tyler Holden. Outside of advising, he holds an insurance agent license and is involved in placing life, disability, and long-term care insurance for clients. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports advisory programs with a broad advisor network.

Jeffrey Gore is a financial advisor with Raymond James Financial in Denver, CO, holding Series 63 and Series 66 designations and nearly 29 years of industry experience. Prior to joining Raymond James in 2025, he spent 24 years at LPL Financial, LLC. Outside of his advisory role, he is involved in tax preparation and consulting through his ownership of Optima Financial, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advice supported by analytical tools and also has notable municipal advisory capabilities and specialized employer advisory programs.