Diana Colmenares is a financial advisor with Raymond James Financial in Pacific Grove, CA, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Kendall Wealth Partners, Commonwealth Financial Network, and Income Works, Inc. Outside of financial advising, she assists with tax preparation duties at Susan L. Kendall, CPA. 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, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Susan Kendall is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP®, Series 63, and Series 65 credentials and bringing 30 years of industry experience. Her career includes over two decades at Commonwealth Financial Network and long-term involvement with Kendall Wealth Partners. She is also a CPA and provides tax and accounting services through her own practice. Raymond James Financial Services Advisors serves a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored financial planning and investment consulting using analytical tools and supports clients through advisory programs and institutional consulting.