Collin Kagan is a CFP®-certified financial advisor with seven years of industry experience, currently serving at Raymond James Financial. He has held roles at several firms, including New York Life and The Retreat, and is an officer and vice president of Soundside Wealth Advisors. 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 maintains specialized programs for municipal finance and SIMPLE IRA Employer Advisory services.

Jonathan Kagan is a financial advisor with Raymond James Financial who holds the CFP® designation and has 26 years of industry experience. He has served in various roles at Raymond James since 2004 and owns two support companies, Soundside Financial Services, Inc. and Soundside Wealth Advisors. Kagan is also a member of the Finance Committee for the YMCA of Northwest Florida. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients, offering tailored, non-discretionary advice supported by advanced analytical tools.