Joseph Fecio is a CFP® professional with 28 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked at Commonwealth Financial Network and Lincoln Financial Advisors. He has maintained a long-standing appointment as an insurance agent for non-variable life insurance policies. 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 advisory programs and institutional consulting through a large network of advisors.

Matthew Pitrola is a financial advisor at Raymond James Financial with seven years of industry experience and holds the Series 66 designation. He previously worked at Custom Wealth Strategies and Commonwealth Financial Network. He is also president of Buffalo Financial, a support company where he manages client assets and provides financial and retirement planning services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal advisory work and SIMPLE IRA employer consulting.

David Burgio Sr. is a financial advisor at Raymond James Financial Services Advisors, Inc. with 32 years of industry experience. He holds the PFS™ credential and Series 63 and 65 licenses. Prior to joining Raymond James in 2025, he worked at Commonwealth Financial Network and Lincoln Financial Advisors Corporation. He also owns and operates a financial planning practice through Custom Wealth Strategies, LLC, and provides income tax preparation services for individual clients. 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 emphasizes tailored, non-discretionary planning using analytical tools and risk profiling, and it supports clients through various advisory programs and specialized consulting services.

David Burgio Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2025, he worked at Commonwealth Financial Network for three years. Outside of his advisory role, he is active as a licensed insurance agent, assessing client insurance needs related to survivorship and income. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm utilizes risk profiling and analytical tools to provide tailored, non-discretionary advice, supporting clients through various advisory programs and maintaining specialized services such as municipal and SIMPLE IRA advisory consulting.

Jeremy Beck is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Custom Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Advisors Financial Network LLC. Beck is a partner in two LLCs involved in ownership and management of commercial real estate properties connected to his financial practice. 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 investment consulting and supports municipal and public-finance work, alongside specialized advisory programs.

Mary Mc Cafferty is a CFP® professional with 23 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She previously worked at Lincoln Financial Advisors Corporation for 19 years and was associated with Commonwealth Financial Network and Custom Wealth Strategies. In addition to her advisory role, Mc Cafferty is involved with Custom Wealth Strategies in insurance product sales. 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, corporations, charitable organizations, and institutions. The firm employs non-discretionary planning and analytical tools tailored to client goals and supports both individual and institutional advisory programs.

Michael Malaney is a Certified Financial Planner (CFP®) with eight years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Commonwealth Financial Network and AXA Advisors, LLC. Outside of his advisory role, he is also employed as a tax preparer. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.