Zachary Moss is a financial advisor with Raymond James Financial in Plymouth, MA, holding a Series 66 designation and beginning his industry career in 2025. His background includes roles at Harvard Extension School and George Washington University, as well as involvement with community organizations such as the Belmont Youth Basketball Association. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, 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.

Philip Chandler is a financial advisor with Raymond James Financial in Plymouth, MA, holding a Series 66 designation and 19 years of industry experience. Prior to joining Raymond James in 2019, he worked at Gage Wiley for seven years and has been involved with SEA 5 Ventures LLC since 1999. He is a member of a real estate LLC that owns the building housing his office. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and risk-profiling tools and supports both municipal advisory work and innovative employer retirement plan services.