Abdiwahab Daud is a financial advisor at Raymond James Financial with Series 66 credentials and one year of industry experience. His prior work includes roles at Fidelity, Apple, and various retail and community organizations. He is associated with OnPoint Community Credit Union in a banking role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual and institutional clients, using tailored, non-discretionary strategies supported by analytical tools and technology.

Aleksey Poryadin is a financial advisor with Raymond James Financial Services Advisors Inc. and holds a Series 66 designation. He has 19 years of industry experience and has held roles at Onpoint Investment Services and Onpoint Community Credit Union, where he has also been an Investment Branch Operations Manager and Branch Manager. 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 delivers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Melisa Lindsay Lipkins is a financial advisor at Raymond James Financial Services Advisors, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Raymond James since 2012. In addition to her advisory role, she serves on the Board of Directors and the Finance/Investment Committee for the nonprofit organization Bradley Angle. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional capabilities in municipal and public finance advisory services.

Gretchen Olsen is a financial advisor with Raymond James Financial in Portland, OR, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has served in various roles within Raymond James Financial Services since 2014 and currently works as a Sales Manager at OnPoint Investment Services, managing financial advisors within the OnPoint Community Credit Union program. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary planning tailored to client goals, supports wrap-fee advisory programs, and maintains specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Kyle Teune is a financial advisor with Raymond James Financial Services Advisors, Inc. in Portland, Oregon, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. He has worked at Raymond James and OnPoint Community Credit Union since 2016. Teune is also involved with OnPoint Investment Services, where he works as an investment compliance analyst and offers non-deposit investment products to credit union members. 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, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisory affiliation.