Terri Beaudoin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. Her prior roles include positions at RBC Capital Markets, LLC and Purshe Kaplan Sterling Investments. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools and sponsors various advisory programs, with capabilities in municipal and public-finance work that are relatively uncommon among large institutional advisors.

Christopher Shaver is a CFP® with 13 years of industry experience, currently affiliated with Raymond James Financial. He has worked with The Kelton Financial Group and Northwestern Mutual in prior roles. Shaver holds a Series 63 license and is based in Latham, NY. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs for municipal finance and retirement plan consulting.

Jacob Coughlin is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Commonwealth Financial Network and CG Capital, as well as positions outside the financial industry at Dick's Sporting Goods and Edgewood Country Club. He has also been involved in educational roles at Duquesne University and local schools. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to deliver tailored non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Aidan Klein is a financial advisor at Raymond James Financial with 4 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Beyond Wealth Management Group, The Kelton Financial Group, and Park Avenue Securities. Outside of finance, he works part-time as an assistant wedding planner, focusing on day-of coordination and event support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and utilizes advanced modeling tools to support client goals while offering specialized advisory programs and municipal finance services.

Ryan Kelton is a financial advisor at Raymond James Financial with over 11 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Northwestern Mutual. Kelton is involved in a tax practice called KFG Tax Services, LLC, which offers accounting services separate from his advisory work. 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, and institutions. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains a unique affiliation with a municipal advisor to enhance its public finance capabilities.

Salvatore Schittino is a CFP®-credentialed financial advisor with Raymond James Financial Services Advisors, Inc., bringing 13 years of industry experience. He previously worked at Northwestern Mutual for six years before joining Raymond James in 2019. In addition to his advisory role, he is an employee at Kelton Financial Group, a support company that provides client service and advisory plan development. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored financial planning and investment consulting using analytical tools and risk profiling, with advisory programs supported by an extensive advisor network and specialized services in municipal and public finance.

Sean Kelton is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2019. His prior experience includes roles at Northwestern Mutual and GE Healthcare. Outside of advising, he is a partner in a tax preparation practice and serves as CEO of a support company. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools, and supports a broad advisor network alongside unique offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Christopher Ryan is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and three years of industry experience. His career includes roles at Raymond James, Fidelity, and Goldman Sachs. Ryan is also an associate at The Kelton Financial Group, a support company based in Latham, NY. 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 employs a non-discretionary, tailored approach utilizing risk profiling and analytical tools to guide client decisions and supports municipal and public finance work through its affiliation with a municipal advisor.