Benjamin Longo is a CFP® professional with 24 years of industry experience, currently serving at Raymond James Financial. He has worked at Raymond James Financial Services, Inc. since 2002 and is also the owner and president of Flagship Investment Group, Inc., where he provides education to 401(k) participants and plan sponsors. 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, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Thomas Bean is a financial advisor with Raymond James Financial in Erie, PA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Raymond James Financial and its affiliate since 2002. Bean is also the owner of Flagship Investment Group, Inc., where he supervises third-party administrator services. 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, pension plans, corporations, and institutional clients. The firm provides non-discretionary planning tailored to client goals and incorporates analytical tools such as risk profiling and probability modeling.

Jason Treverton is a financial advisor with Raymond James Financial in Erie, PA, holding a Series 66 designation and two years of industry experience. His prior experience includes six years at Compass Group. He is also involved with Flagship Investment Group, Inc., a support company based in Erie. 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 consulting using analytical tools and supports a wide network of advisors with specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.

Christopher Mc Munigle is a CFP® with 16 years of industry experience, currently associated with Raymond James Financial in Erie, PA. He has worked at Flagship Investment Group since 2014, providing investment management and financial planning to individuals, families, and businesses, and also offers education to 401(k) participants and plan sponsors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and analytical tools to support client goals and has notable municipal and public-finance work through a unique affiliation with a municipal advisor.