Asia Phan is a financial advisor with Raymond James Financial, holding CFP®, Series 65, and Series 63 credentials and 10 years of industry experience. She has worked at Raymond James since 2016 and is associated with YHC Wealth Management Group in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm uses analytical tools and tailored non-discretionary advice to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Samuel Bauserman is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior roles include positions at Whittier Trust Company and pH Partners, as well as work at University of Mississippi and University of Nevada, Reno. 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 uses analytical tools to illustrate potential outcomes, supporting clients through a broad advisor network and specialized advisory programs.

Yvan Cao is a financial advisor with Raymond James Financial in Newport Beach, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Since 2011, he has also owned and operated YHC Wealth Management Group, Inc., where he serves as branch manager and financial advisor. 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 institutional investors. The firm offers non-discretionary planning tailored to client goals and supports its advisors with technology-driven analytical tools and specialized advisory programs.