Francesco D'amato is a financial advisor with Raymond James Financial in Miami, FL. He holds a Series 66 designation and has been in the industry since 2026. His prior experience includes roles at Brickell 21 Capital Management Inc., Fideuram Intesa SanPaolo Private Banking, and academic positions at Bocconi University and Barry University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary investment consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Theodore Kerr is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He spent 25 years at Touchstone Capital, Inc. and 17 years at Commonwealth Financial Network prior to joining Raymond James. Outside of advisory services, he owns and manages several businesses including an aircraft leasing company and a consulting firm focused on advisor-to-advisor services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm employs analytical tools and tailored planning approaches to support client goals and offers unique advisory programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Beth Sweeney is a financial advisor at Raymond James Financial Services Advisors, Inc. with 30 years of industry experience. She previously worked at Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, Steward Partners Global Advisory, LLC, and Wells Fargo. Outside of her advisory work, she owns a golf lounge business in Holdrege, Nebraska. 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, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized programs in municipal advisory and SIMPLE IRA consulting.

Eric Sweeney is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2026. Prior to that, he spent several years at Steward Partners in various advisory roles and has experience with Wells Fargo Clearing. He serves as a board member of the City of Holdrege Airport Board Authority in Nebraska. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting, incorporating risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Adam Sendzischew is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at M Holdings Securities, Inc. and Jones Lowry. Outside his advisory role, he serves as a director and past president of the Estate Planning Council of Greater Miami Dade. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad advisor network, including unique municipal advisory and employer consulting programs.

Francesco Traina is a financial advisor with Raymond James Financial in Miami, FL, holding a Series 66 designation and 20 years of industry experience. He is the owner and president of Brickell 21 Capital Management Inc., a separate business he has led since 2016. 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, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized advisory programs.