Matthew Schirber is a CFP® with 20 years of experience in financial advising, currently affiliated with Raymond James Financial in Glendale, CO. He previously worked at Edward Jones for 12 years before joining Raymond James and operating Schirber Capital LLC. Outside of advising, he serves as co-trustee on a revocable living trust and is involved in property management partnerships. 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 non-discretionary planning and analytical tools tailored to client goals and supports institutional consulting and portfolio management across a large network of advisors.

Amy Phelps is a financial advisor at Raymond James Financial with six years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones from 2007 to 2017. Outside of her advisory roles, she has been involved with the Colorado Pet Pantry since 2018. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through advisory programs and institutional consulting.