Lisa Cowger is a financial advisor with Raymond James Financial in Houston, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She previously worked at Morgan Stanley for three years before joining Raymond James in 2017. Outside of advising, she supports operations at Sage Street Financial Advisory as an office executive assistant. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports specialized programs including municipal finance and SIMPLE IRA advisory services.

Wayne Green is a financial advisor with Raymond James Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Morgan Stanley and its private bank division and is the owner and officer of Sage Street Financial Advisory LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm provides non-discretionary financial planning and investment consulting tailored to client goals, employing analytical tools and models to support decision-making, and offers specialized services such as municipal advisory and SIMPLE IRA employer consulting.