James Dunkel is a CFP® with 28 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at LPL Financial, Investment Centers of America, Inc., and First International Investments. Dunkel is also involved as an associate with Midwest Wealth, a support company related to his Raymond James office. 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 institutions. The firm employs tailored, non-discretionary planning and analytical tools to align recommendations with client goals and supports specialized services such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Tyler Honrud is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James in 2025, he worked at LPL Financial and Bell Bank. Outside of his advisory role, Honrud is the owner of Honrud Wealth Management. 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 nonprofit clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports advisory programs with a focus on technology and risk management.

Lisa Moe is a CFP® and holds a Series 66 designation with 27 years of experience in financial advising. She is currently with Raymond James Financial Services Advisors, Inc., having joined in 2025 after roles at LPL Financial, Cetera, and Bell Bank. Moe also owns and operates Moe Wealth Management at Midwest Wealth, where she serves as a wealth advisor. Raymond James Financial Services Advisors, Inc. offers 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 provides tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Sarah Dunkel is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial. Outside of her advisory role, she is active as a musician, providing music for pay since 2014. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable organizations. The firm employs non-discretionary, goal-based planning and uses analytical tools such as risk profiling and probability modeling to support client decision-making.

Tammy Wood is a CFP®-certified financial advisor with 27 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc. and previously worked at LPL Financial and Bell Bank. She is president of Wood Wealth Management, a support company that operates alongside her advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance advisory work through its affiliated municipal advisor.