William Looney is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Raymond James Financial. His career includes positions at Wells Fargo Advisors and Concurrent Advisors. He is also an independent contractor financial advisor at Redrock Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers non-discretionary planning and consulting tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Brian Baker is a CFP® with 30 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2021. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is an author who distributes a book to clients and prospects. 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, and institutional investors. The firm offers tailored, non-discretionary planning and uses various analytical tools to support client goals, while maintaining notable municipal advisory capabilities and specialized retirement plan consulting services.