Eric Holbrook is a financial advisor with Raymond James Financial, holding Series 66 and Series 63 credentials and bringing 13 years of industry experience. He previously worked at D.A. Davidson & Co. for 12 years before joining Raymond James in 2025. Outside of advising, he is a partner in Twin Peaks Ridge, a residential apartment ownership business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary advice using advanced analytical tools and supports institutional consulting and portfolio management across a large advisor network.

Jan Lofthouse is a financial advisor with Raymond James Financial Services Advisors, Inc. in Logan, Utah, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Raymond James in 2025, Jan worked for 16 years at D.A. Davidson & Co. Outside of advisory work, Jan is an associate at Holbrook Wealth Strategies, providing support to a financial advisor in a non-investment role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm employs a non-discretionary, client-tailored approach using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Abigail Davis is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Raymond James, she worked at D.A. Davidson and Fidelity Investments, among other roles. Outside of her advisory work, she is involved in a small-scale dog breeding venture with her husband and holds a passive ownership interest in a plumbing business started by her spouse. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports clients through a wide range of advisory programs and specialized services.