Philip Nelson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Clearing for seven years before joining Raymond James Financial Services Advisors, Inc. in 2023. Nelson is a partner of Helius Wealth Management and sole proprietor of Nelson Wealth Management LLC, both independent practices affiliated with Raymond James. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Eric Cornell is a CFP® professional with 25 years of industry experience, currently affiliated with Raymond James Financial. He previously spent 20 years at Ameriprise Financial Services, Inc. Cornell is also the CEO and owner of The Cornell Group, a business involved in office and employee management. 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 offers non-discretionary advisory services tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Josefine Troneby Mooney is a financial advisor at Raymond James Financial with three years of industry experience and holds a Series 66 designation. Prior to her current role, she worked at Helius Wealth Management and has a background that includes positions at several educational institutions. She is involved in client support and related activities at Helius Wealth Management. 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 institutions. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with a notable municipal advisory affiliation and specialized employer advisory programs.

Patrick Shea is a financial advisor with Raymond James Financial, holding a Series 66 credential and 18 years of industry experience. Prior to joining Raymond James in 2021, he worked at Ameriprise Financial Services for 14 years. Outside of advising, he is a partner in Uno Vino, Inc., where he assists with marketing and conducts wine tastings. 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, and institutional entities. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal finance work through a unique affiliation with a municipal advisor.

Chris Knapp is a CFP® professional with 12 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at Bank of America and Merrill for nine years. Outside of his work at Raymond James, he serves as an independent contractor financial advisor under the Helius Wealth Management umbrella in Palm Beach Gardens, FL. 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 offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Margaret Scaparotti is a financial advisor with Raymond James Financial, holding a Series 63 designation and 28 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 11 years before joining Raymond James and Helius Wealth Management, where she also serves in a support role. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs analytical tools and risk profiling to tailor recommendations and supports both advisory programs and institutional consulting through an extensive advisor network.

Joseph Rice is a financial advisor at Raymond James Financial with nine years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Financial Advisors, Bank of America, and Merrill. He is also CEO of Cogan Financial, an LLC he established for tax purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports municipal and public-finance work through a unique affiliation with a municipal advisor.