William Hargreaves is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining Raymond James in 2021, he worked at Morgan Stanley and Morgan Stanley Private Bank for a combined ten years. He serves on the advisory board of Sunnehanna Country Club in Johnstown, PA. 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 planning and consulting using analytical tools and supports clients through advisory programs and institutional consulting.

Frederick Thomas III is a financial advisor with Raymond James Financial in Johnstown, PA, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has operated Thomas Financial Associates Inc. since 2010 alongside his role at Raymond James. Outside of finance, he owns and operates Copperfall Farms LLC, a small agricultural business specializing in livestock, hay, grains, timber, and minerals. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

John Yerger III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and 40 years of industry experience. He has worked at Morgan Stanley in various capacities from 2010 to 2021 before joining Raymond James and his own firm in 2021. Outside of his advisory work, he serves as the Tournament Chairman for the Sunnehanna Amateur golf event, managing player invitations, event organization, and budgeting. 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 investment consulting, utilizing analytical tools to model potential outcomes, and supports municipal and public finance work through its affiliation with a municipal advisor.

Conor Mc Kenzie is a CFP® professional affiliated with Raymond James Financial Services Advisors, Inc. He has 10 years of industry experience, including six years at Janney Montgomery Scott and earlier roles at Northwestern Mutual. He is the owner of Honor Wealth Planning LLC and a 50% owner of McKenzie Boys Club LLC, a business entity that owns commercial real estate leased to his planning firm. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory solutions and supports municipal and public-finance work through a unique municipal advisor affiliation.

Erin Sotosky is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been associated with Raymond James and Thomas Financial Associates since 2010. Outside of her advisory role, she serves as the head varsity boys track and field coach and is president of a nonprofit soccer booster organization. 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 uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals and supports a broad network of advisors and affiliated firms.

Lawrence Giannone is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at Thomas Financial Associates and Raymond James Financial Services since 2010. He is also the owner of LT Giannone Financial Services, a support company. 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, corporations, and institutions. The firm focuses on non-discretionary planning using risk profiling and analytical modeling, and it provides specialized municipal and retirement plan advisory services.