James Hutchinson is a financial advisor with Raymond James Financial in Encino, CA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked at Raymond James Financial since 2002 and was previously a partner at Core Financial Group, where he also served as an administrator. In addition to his advisory role, Hutchinson is involved in non-variable insurance sales. 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 institutional clients. The firm offers tailored non-discretionary planning and investment consulting using analytical tools and supports institutional consulting as well as municipal and public-finance work.

Wesley Dunn is a financial advisor with Raymond James Financial Services Advisors, Inc. in Encino, CA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He is also an author of five books, including financial education and children’s books, and his financial education book has been adapted into a video series with residual royalties. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients, offering tailored non-discretionary planning supported by advanced analytical tools and specialized consulting programs.

Hal Sussman is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He leads the Sussman Wealth Strategies Group, his advisory practice affiliated with Raymond James, and has served in this capacity since 2018. Sussman is also a board member of the Young Musicians Foundation, where he participates on the finance and investment committee. 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, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals using analytical tools and supports a broad network of advisors and affiliated firms.

Trevis Rucci is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2012. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, high-net-worth clients, corporations, and institutional clients. The firm uses tailored non-discretionary planning and analytical tools to align recommendations with client goals and supports various advisory programs and specialized municipal and public finance services.

James Winklhofer is a financial advisor at Raymond James Financial with 38 years of industry experience. He holds a Series 63 designation and has been with Raymond James in various capacities since 1991. Outside of his advisory role, he is also a licensed broker involved in non-variable insurance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and promotes implementation through advisory programs or other providers, supporting a wide network of advisors and affiliated firms.

Thomas Harlan is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and having 25 years of industry experience. He has been with Raymond James Financial since 2009 and also works as a vessel operator for Blue & Gold Fleet. 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, and institutions. The firm utilizes non-discretionary planning and analytical tools to tailor recommendations to client goals and supports municipal and public-finance work through a unique advisory affiliation.

Steven Siskin is a financial advisor with Raymond James Financial in Encino, CA, holding a Series 63 designation and over 40 years of industry experience. He has been with Raymond James since 1995 and operates Sisko Trust and Core Financial Group, where he conducts life and fixed annuity insurance business outside of his primary firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting and supports a range of advisory programs and institutional portfolio management.