Alec Prinze is a CFP® with seven years of industry experience and is currently with Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones and State Street Bank & Trust. Outside of his advisory role, Prinze is president of two support companies, Guidestone Wealth and Prinze Foundational Planning, Inc., both of which provide financial advising and asset management services. 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, and institutional clients. The firm provides tailored, non-discretionary advice using various analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kathleen Toschi is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, Bank of America, Merrill, and Motif Capital Management. Outside of her advisory role, she is an owner and artist of an art website and serves as a committee member for Impact 100, a women-run nonprofit awarding grants to local organizations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports a broad advisor network with specialized programs in municipal finance and SIMPLE IRA employer advisory services.