Saman Asrari is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He has worked with First Investments & Planning since 2019 and has held advisory roles at Raymond James Financial Services Advisors, Inc., and First National Bank since 2018. Outside of advisory work, he is involved in managing rental real estate properties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work, along with advisory programs that incorporate evolving technologies.

Lindsey Stonemets Leaf is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and six years of industry experience. She has concurrently worked with First Investments and Planning and First National Bank of Omaha, where she serves as a financial advisor and customer support representative. Lindsey is also involved with the Mountain View Skating Club. 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 clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through an affiliated municipal advisor.