James Grotz is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 53 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and has also worked as a non-variable insurance agent since 1990. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Mark Murphy is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial Services Advisors, Inc. since 2014. In addition to his advisory role, he works as an insurance agent specializing in outside term and long-term care insurance. 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 uses analytical tools such as risk profiling and probability modeling to tailor recommendations and supports clients through various advisory programs and partnerships.