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 with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merrill and LPL Financial. Outside of his advisory role, he is CEO and partner at Momentum Capitol Wealth Advisors and is involved in non-investment business activities including ownership of a cost reduction franchise. 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 institutional investors. The firm uses tailored planning and risk-profiling tools to support non-discretionary investment consulting and offers specialized programs such as municipal advising and SIMPLE IRA Employer Advisory services.

Julie Gleason is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. She has previously worked at Ameriprise for seven years and held roles at LPL Financial and Northwest Federal Credit Union. Gleason is also an associate at Momentum Capitol Wealth Advisors, where she serves as a registered CSA and relationship manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports its clients through a network of affiliated advisory firms.

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 at Raymond James Financial with 14 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at JPMorgan Chase Bank, NA and LPL Financial LLC. Ross also serves as Chief Operations Officer and Registered Associate at Momentum Capitol Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting supported by advanced analytical tools and maintains specialized services such as municipal advisory support and SIMPLE IRA Employer Advisory programs.