Rosa Berry is a financial advisor with Raymond James Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2015. 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 institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and institutional consulting across a large advisor network.

Louis Mattaliano is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Raymond James and affiliated entities since 2009. Outside his advisory role, he is a limited partner in the Mattaliano Family LP and a member of Memorial Equities, LLC. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting services using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA consulting.

William Berry Jr. is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Raymond James since 2010. Outside of advisory work, he is an insurance agent focusing on Medicare-related solutions. 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 advisory services supported by analytical tools and maintains specialized programs such as municipal and SIMPLE IRA Employer Advisory services.

Deane Hafling is a CFP® with 21 years of experience in the financial services industry, currently affiliated with Raymond James Financial in Houston, TX. His career includes over a decade at Raymond James Financial and its related entities, as well as two years at Saxon Financial Group. Hafling has a limited involvement in rental real estate through an investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes various analytical tools to support client goals, with a notable municipal advisor affiliation supporting public finance work.