Aaron Tellez is a CFP® professional with 26 years of experience in financial advising. He is affiliated with Raymond James Financial and has previously worked at Ameriprise and UBS Financial Services. He is the owner of Tellez Wealth Management, where he also works in insurance brokerage to help clients select appropriate policies. Raymond James Financial Services Advisors, Inc. provides financial planning 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 investment consulting supported by risk profiling and modeling tools, and it maintains specialized services such as municipal advising and SIMPLE IRA employer consulting.

Derek Uehara is a CFP® credentialed financial advisor with Raymond James Financial, based in Las Vegas, NV, and has 26 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2010. Outside of his advisory role, he is a writer of the book "Don't be a zombie -- seize control while you still can!" and serves as an emcee for special events and group meetings. 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, and institutional investors. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports advisory programs alongside a municipal advisor and specialized consulting services.

Robert Disman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior work includes six years at Investment Advisors LLC. 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 offers tailored, non-discretionary planning and employs analytical tools to project potential outcomes, supporting clients through advisory programs and partnerships.