Doreen Gest is a financial advisor at Raymond James Financial with 33 years of industry experience. She holds Series 66 and Series 63 credentials and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2023. Gest is also associated with Leeward Financial Group in an administrative capacity. 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 employs tailored, non-discretionary planning and supports a wide network of advisors with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Wesley Mc Donough is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at John Hancock Investment Management LLC and Manulife Asset Management. Outside of advisory work, he writes insurance policies through Creative Financial Network. 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 offers tailored, non-discretionary planning and supports institutional consulting and portfolio management through a large advisor network.

Robert Margolies is a Series 66 credentialed financial advisor with Raymond James Financial Services Advisors, Inc., based in Fort Lauderdale, FL, with two years of industry experience. Prior to joining Raymond James in 2024, he worked at Stelliam Capital Management and Stelliam Investment Management from 2017 to 2024. He also serves as an insurance agent selling life insurance products and acts as treasurer for his family’s foundation accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals, while maintaining notable programs in municipal advisory and SIMPLE IRA employer consulting.

Philip Gribbons is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2023 after an 18-year tenure at Ameriprise Financial Services, Inc. Gribbons is also president and sole financial advisor of Leeward PSG, an independent financial planning and advice firm. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning supported by analytical tools and maintains specialized programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

John Piotrowski is a CFP® with 21 years of experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He worked at Ameriprise for 18 years prior to joining Raymond James in 2023. Outside of advising, he owns and manages several marine-related businesses including The Dock Experts and Expert Pile Drivers. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by risk profiling and analytical modeling tools.

Richard Holsan is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 42 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 14 years before joining Raymond James in 2023. Outside of his advisory work, he is involved in financial consulting through Leeward Financial Group and holds ownership and leadership roles in The Dock Experts business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work through a unique municipal advisor affiliation.