Jason Nero is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 14 years of industry experience, including a decade at Edward Jones prior to joining Raymond James in 2022. Outside of his advisory role, Nero is involved in several business ventures, including ownership interests in storage facilities, an HVAC company, and multiple short-term rental properties managed primarily by family members. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals and high-net-worth clients to institutional and charitable organizations. The firm emphasizes non-discretionary planning and risk profiling, offering tailored recommendations supported by analytical modeling and a broad array of advisory programs.

Alex Petit is a Series 66 licensed financial advisor with Raymond James Financial, where he has worked since 2025. His prior experience includes roles at Hyundai of Keene, William Raveis Mortgage, Cambridge College, and Fidelity Cooperative Bank. He is also associated with The Nero Wealth Group, providing services such as retirement, college savings, and tax planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and uses a variety of analytical tools to support client goals, with specialized programs in municipal finance and SIMPLE IRA employer advisory services.