Joseph Torelli is a financial advisor with Raymond James Financial in Milwaukee, WI, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. since 2011, following prior roles at Principal Financial Services and Voya Investment Management. Torelli is also the owner of RJ MKE, LLC, a support company outside of investment activities. 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 organizations. The firm delivers tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting implementation through its advisory programs and partnerships.

Mary Sidney is a Series 63-registered financial advisor with Raymond James Financial Services, Inc. in Milwaukee, WI, where she has worked for 27 years. She has 38 years of industry experience. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm employs a non-discretionary approach tailored to client goals, using risk profiling and analytical tools to support investment decisions.

Jack Simpson is a financial advisor with Raymond James Financial in Milwaukee, WI, holding a Series 63 designation and 45 years of industry experience. He has been with Raymond James Financial and its affiliates since 1999. Outside of advising, he is a 40% owner of an investment support company, RJ-Milwaukee. 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, corporations, and institutional clients. The firm delivers non-discretionary planning and consulting tailored to client goals, using advanced risk profiling and modeling tools.