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Michael D

Series 63, Series 65

Garden City, NY

Raymond James Financial

Michael Di Silvio is a financial advisor at Raymond James Financial Services Advisors, Inc. with 49 years of industry experience. He held prior roles at Wells Fargo Advisors for 34 years and was involved with Di Silvio Wealth Management from 2020 to 2023. He is also an owner and managing partner of several wealth management support companies. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Brian W

Series 63, Series 65

Garden City, NY

Raymond James Financial

Brian Walsh is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and possessing 36 years of industry experience. Prior to joining Raymond James in 2020, he worked for Stifel Nicolaus & Company, Inc. for 11 years. He is also the managing partner of Waypoint Wealth Management Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and other clients, employing tailored non-discretionary planning and analytical tools to support client goals. The firm also provides municipal advisory services and specialized retirement plan consulting programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Michael L

Series 63, Series 65

Garden City, NY

Raymond James Financial

Michael Lucchesi is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 11 years at Stifel Nicolaus & Company, Inc. Outside of his advisory role, he serves as president and silent partner of American Home Energy. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored non-discretionary planning using risk profiling and analytical tools, and supports its broad advisor network with specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Hilary K

CFP®, Series 66

Garden City, NY

Raymond James Financial

Hilary Kuster is a CFP®-designated financial advisor with 10 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2020. Prior to joining Raymond James, she worked at Wells Fargo Advisors from 2015 to 2020. Kuster is a managing partner at Waypoint Wealth Management Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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