Charles Genois is a financial advisor with Raymond James Financial in Metairie, LA, holding the ChFC® designation and Series 63 and Series 66 licenses. He has 34 years of industry experience, including founding and managing IMPERA Wealth Management and Charles Genois & Co., LLC. He also serves as an insurance agent and is a partner in Pearl Equity Partners, a family investment business. 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 institutions. The firm focuses on tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized offerings in municipal advisory and employer retirement plan services.

Daniel Marshall III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 19 years of industry experience. He previously worked for StanCorp Investment Advisers, Inc. and StanCorp Equities, Inc. for over 16 years. Outside of his advisory role, he is employed as an associate with Charles Genois & Co., LLC/Impera Wealth Management LLC, focusing on new business prospecting and client maintenance. 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 offers tailored non-discretionary planning and uses analytical tools such as risk profiling and modeling to support informed client decisions.

Austin Schulz is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and is concurrently employed in administrative roles at Charles Genois & Co. and Impera Wealth Management LLC, both located in Metairie, LA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a broad client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, supporting implementation through advisory programs and maintaining specialized services such as municipal advising and SIMPLE IRA plan consulting.