Frank Becherer is a financial advisor with Raymond James Financial Services Advisors, Inc. in Indianapolis, IN, holding a Series 63 designation and 42 years of industry experience. His prior roles include positions at Sanctuary Advisors, LLC and Sanctuary Securities, Inc. He is the owner of Frank Becherer LLC and Legacy Wealth Partners LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm employs tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and offers specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

Denise Holder is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. She has previously worked at Sanctuary Advisors, LLC and David A. Noyes & Company. Outside of her advisory role, she is president of Swaggerman Productions, Inc., a loan-out company representing her son's acting income. 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 clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.