Shannon Nishio is a CFP® certificant with 16 years of experience in the financial services industry. She is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at Edward Jones, GWFS Equities, and Carlson Hammond. Outside of her advisory role, she operates Earths Laugh Floral, a business unrelated to financial services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and supports municipal and public-finance advisory work through an affiliated municipal advisor.

Joshua Potterton is a financial advisor with Raymond James Financial Services Advisors, Inc. in Honolulu, Hawaii, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining Raymond James in 2025, he spent 20 years at Edward Jones. He is also the CEO of two support companies, LOSH3, LLC and Pulse Wave Private Wealth, providing holistic financial planning and insurance needs analysis. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning and supports its recommendations through advisory programs and affiliated firms.

Richmond Lee is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, First Hawaiian Bank, and Bank of Hawaii. Outside of finance, he operates a balloon twisting business in Honolulu. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and other clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized municipal and public-finance capabilities.