Ralph Occhino is a financial advisor with Raymond James Financial who holds a Series 63 designation and has 43 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1988 and serves as president of Ralph Occhino Inc., a support company providing services to his sole proprietorship. 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, charitable organizations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting using risk profiling and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

James Barr Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James Financial Services since 1997 and the broader Raymond James Financial firm since 2009. Outside of his advisory work, he serves as Chair of the Board for the Newport Beach DeMolay Chapter, a nonprofit focused on mentoring teen members, and acts as Trustee for a family trust. 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 entities. The firm offers non-discretionary, tailored advice supported by analytical tools and maintains notable municipal advisory and SIMPLE IRA Employer Advisory consulting programs.