Julia Prisco is a CFP® professional with eight years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. Her career includes roles at Raymond James & Associates and Beacon Wealth Management, LLC, as well as nearly a decade at Terrie O'Connor Realtors prior to entering financial services. In addition to her advisory work, she is the owner of Buttonwood Point LLC, a support company based in Littleton, New Hampshire. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, corporate, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals, employing risk profiling and modeling tools, and supports a broad advisor network with specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Marc Prisco is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial. His prior roles include positions at iCapital Markets LLC, JP Morgan & Co, and various affiliates of Raymond James. Outside of finance, he owns Buttonwood Services LLC, a farm-related business producing maple sugar products and woodworking for a limited clientele. Raymond James Financial Services Advisors, Inc. provides 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 uses tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and supports municipal and public finance work through an affiliated municipal advisor.