Glen Cesari is a CFP® with 16 years of industry experience, currently serving as an advisor at Raymond James Financial. His prior experience includes roles at Northwest Financial Advisors LLC, Northwest Financial Group LLC, and LPL Financial, as well as eight years of service in the US Navy. He is also the managing partner of Momentum Capitol Wealth Advisors, where he sets strategy and direction. 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 charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting, utilizing analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Scott Aune is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at LPL Financial and Northwest Financial Group LLC for a decade. 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 uses analytical tools and non-discretionary services tailored to client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Justin Valadez is a financial advisor at Raymond James Financial Services Advisors, Inc. with 14 years of industry experience. He has previously worked at LPL Financial and Northwest Financial Advisors and served in roles at George Mason University. Valadez is also the CEO of Momentum Capitol Wealth Advisors, a separate wealth advisory firm. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a large advisor network with specialized programs including municipal and SIMPLE IRA employer advisory services.

Julie Gleason is a financial advisor with Raymond James Financial who holds a Series 66 designation and has four years of industry experience. Her prior experience includes seven years at Ameriprise and roles at Northwest Federal Credit Union, LPL Financial, and Momentum Capitol Wealth Advisors, where she is also an associate and relationship manager. 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 delivers non-discretionary planning tailored to client goals using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Brian Cooper is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 15 years of industry experience. Prior to joining Raymond James in 2025, he worked at Northwest Financial Advisors LLC and LPL Financial for 12 years. Cooper is also an associate at Momentum Capitol Wealth Advisors, where he serves as a registered CSA. 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, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through a large network of advisors and affiliated firms.

Garrett Boyd is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 10 years of industry experience. Prior to his current role, he worked at LPL Financial, Northwest Federal Credit Union, Amundi Pioneer Asset Management, Inc., and Pioneer Investments. He is also a managing partner and vice president of Momentum Capitol Wealth Advisors. 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 offers tailored, non-discretionary planning using risk profiling and analytical tools, supports municipal and public-finance work, and delivers a range of advisory and consulting services across a large network of advisors.

Victoria Ross is a financial advisor with Raymond James Financial who holds Series 65 and Series 63 licenses and has 14 years of industry experience. She previously worked at JPMorgan Chase Bank and LPL Financial and currently serves as Chief Operations Officer at Momentum Capitol Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored non-discretionary planning and consulting using advanced analytical tools and supports a broad network of advisors with specialized municipal and employer plan advisory services.