Jennifer James is a financial advisor at Raymond James Financial with Series 63 and Series 66 credentials and 26 years of industry experience. She has worked at Raymond James and its affiliated entities since 2018 and previously held positions at Cuso Financial Services and OnPoint Community Credit Union. James is involved with OnPoint Investment Services, offering non-deposit investment products and providing investment advisor associate support. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, institutional, and high-net-worth clients. The firm emphasizes tailored, non-discretionary advice supported by analytical tools and offers unique municipal advisory services and specialized retirement plan consulting programs.

Natalie Berning is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 11 years of industry experience. She is also associated with OnPoint Investment Services, where she offers non-deposit investment products to members of OnPoint Community Credit Union. 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 has specialized programs supporting municipal finance and SIMPLE IRA employer advisory services.