Patricia Beckwith is a CFP®-designated financial advisor with Raymond James Financial, based in Ft Myers, FL, and has 41 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2009 and associated with Raymond James Financial Services, Inc. since 1999. Beckwith is involved in nonprofit work as a board member and secretary of the Feoffees of the Grammar School of Ipswich, MA, where she serves on the finance and investment committee, and she also serves as Secretary and Director on the North Shore Chamber of Commerce board. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and uses risk profiling and analytical tools to support client goals, along with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

James Thomure is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fort Myers, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including a long tenure at Edward Jones and over a decade of work with the University of Missouri. 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, corporations, and institutional investors. The firm employs non-discretionary planning and analytical tools tailored to client goals and supports a wide advisor network with specialized municipal and SIMPLE IRA advisory services.

Lee McCauley is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He worked at Merrill Lynch for 33 years before joining Raymond James in 2017. He is also the managing partner of McCauley Financial LLC, a support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Bradley Jenson is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Fort Myers, FL. He has been with Raymond James Financial and Raymond James Financial Services, Inc. since 2009. Outside of his advisory role, he is involved as a partner in Longevity Revolution Press, where he presents workshops and promotes book sales, and he has authored several books and contributed chapters on diverse topics. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs a non-discretionary, tailored approach to investment consulting that incorporates risk profiling and analytical modeling to support client goals.

William Prue is a financial advisor at Raymond James Financial with Series 65 and Series 63 licenses and 35 years of industry experience. He previously worked for Commonwealth Financial Network and Touchpoint Financial Advisor Group for 16 years before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Lee Coomler is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He previously spent 11 years at Morgan Stanley before joining Raymond James in 2020. Outside of his advisory role, he owns Stonecrest Group LLC, focusing on client acquisition and retention. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and advanced analytical tools to support client goals and maintains specialized services such as municipal advising and SIMPLE IRA employer consulting.