Juan Rojas is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2012 and previously worked at First Tech Federal Credit Union. Outside of his advisory role, he is involved with Phases Financial Group, a multi-member LLC, where he serves as a 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary consulting using analytical tools and supports a broad network of advisors, with specialized capabilities in municipal finance and employer advisory services.

Michael Lipkins is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2012, with prior experience at First Tech Federal Credit Union. Lipkins is also involved with Phases Financial Group, a financial advisory support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary advice supported by analytical modeling and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.