Mark Loftus is a CFP® professional affiliated with Raymond James Financial in Downers Grove, Illinois, with 38 years of industry experience. He has held roles at Morgan Stanley and founded several business entities including Independent Wealth Partners and Loftus & Preusser Wealth Partners. His business activities involve managing multiple wealth management brand partnerships co-branded with Raymond James. 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, and institutional clients. The firm offers tailored, non-discretionary planning and supports specialized municipal and public-finance work that is uncommon among large institutional advisors.

Cynthia Hermosillo is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 years of industry experience. She previously worked at Morgan Stanley for seven years before joining Raymond James in 2018. Outside of her advisory role, she serves as Vice President at Loftus Group Wealth Partners, where she manages administrative and client support functions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical modeling and supports its recommendations through various advisory programs and partnerships, including municipal and public finance services.

Joshua Schachner is a financial advisor with Raymond James Financial and holds a Series 66 designation. He has 15 years of industry experience, including 15 years at Edward Jones before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses tailored non-discretionary planning and analytical tools to support client goals and operates a broad advisor network with specialized offerings including municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Kelly Eagan is a financial advisor at Raymond James Financial with 11 years of industry experience. She has worked at Raymond James since 2018 and previously spent three years at Morgan Stanley. Outside of her advisory role, she is an associate employee at Loftus & Preusser Wealth Partners, where she assists clients and advisors. 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, and institutional investors. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports a wide network of advisors and affiliated firms.

David Kane is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for nine years before joining Raymond James in 2021. Kane is also the president and sole partner of Kane Wealth Group, a support company based in Downers Grove, IL. 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and uses various analytical tools to assist client decision-making, supporting implementation through its advisory programs and other providers.

Mark Pomeroy is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, JPMorgan Chase, and other financial firms. Outside of advising, he owns a collectible trading card and hobby merchandise resale business. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm employs a non-discretionary advisory approach tailored to client goals, supported by comprehensive analytical tools and specialized programs for municipal and employer retirement plans.

Jeffrey Preusser is a CFP® with 29 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2018. Prior to this, he worked at Morgan Stanley for nine years. He is involved in several entrepreneurial ventures including ownership roles in multiple wealth management support companies such as Loftus & Preusser Wealth Partners and Independent Wealth Partners. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports institutional consulting, portfolio management, and specialized municipal and public finance advisory services.

Jessica Deibert Lopez is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, she worked for five years at Edward Jones. Outside of her advisory work, she has experience as a hairstylist at Salon D'Amore. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and corporate clients. The firm utilizes tailored, non-discretionary planning and risk profiling tools to support client goals and offers specialized programs such as SIMPLE IRA Employer Advisory and municipal advisory services.