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Bryan C

Series 66

Hunt Valley, MD

Raymond James Financial

Bryan Costabile is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked previously at LPL Enterprise LLC and in sports-related roles with the Premier Lacrosse League, Under Armour, and the Washington Commanders. Outside of advisory work, he is involved in sports coaching and owns Icecap Sports Club in Maryland. 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 institutions. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and a large advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Katherine D

Series 66

Hunt Valley, MD

Raymond James Financial

Katherine De Hart is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 credential and has 22 years of industry experience. Prior to joining Raymond James in 2023, she worked at Janney Montgomery Scott for six years. De Hart also serves as an agent with The Mettle Insurance Services and operates in multiple roles at Accompany Wealth Partners, including financial advisor and practice manager. Raymond James Financial Services Advisors provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports clients through advisory programs and consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Christopher G

Series 63, Series 65

Hunt Valley, MD

Raymond James Financial

Christopher Goles is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked with Janney Montgomery Scott and currently serves as CEO of Accompany Wealth Partners, an affiliated firm he manages alongside his advisory role. 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, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings in municipal advising and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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