Patrick Swan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Nationwide Investment Services and Wells Fargo Funds Management. He serves as a committee member for Home of the Innocents, participating in finance and new business committees. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains a unique affiliation with a municipal advisor to support its public finance work.

Jason Mcgrew is a financial advisor with Raymond James Financial Services Advisors, Inc. in Elizabethtown, Kentucky, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked with First Financial Bank and Yellow Cardinal Brokerage Services alongside his role at Raymond James. 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, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals while maintaining municipal and public-finance advisory capabilities.