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Gabriel P

Series 66

Rockville, MD

Raymond James Financial

Gabriel Plazola Martinez is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Raymond James Financial, where he has worked since 2023, and he also serves as Chief Operating Officer at Financial 360, LLC, a support company based in Rockville, MD. Martinez has held roles at both firms since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, 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 using analytical tools to project potential outcomes and supports both wrap-fee advisory programs and institutional consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Mark Z

CFP®, Series 66

Rockville, MD

Raymond James Financial

Mark Zabst is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has been with Raymond James Financial Services since 2007 and was involved with the Georgetown Business Networking Group from 2013 to 2018. Zabst also holds a role as Vice President at Financial 360, LLC, where he dedicates significant time supporting clients outside of his advisory duties. 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 risk profiling to offer tailored, non-discretionary advice and maintains capabilities in municipal and public finance advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Peyton R

CFP®, Series 66

Rockville, MD

Raymond James Financial

Peyton Randolph is a CFP® and Series 66-licensed financial advisor at Raymond James Financial with one year of industry experience. Prior to his current role, he has worked in a variety of positions including at Virginia Tech Dining Services and as an advisor for Financial 360, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through specialized affiliations and advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Ruben B

CFP®, Series 66

Rockville, MD

Raymond James Financial

Ruben Banerjee is a CFP®-designated financial advisor with Raymond James Financial, based in Rockville, MD, and has three years of industry experience. His work history includes roles at Raymond James Financial Services and Financial 360, LLC, where he also serves as an associate and registered representative. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm uses 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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jordan M

CFP®, Series 66

Rockville, MD

Raymond James Financial

Jordan Mc Farland is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Raymond James Financial with three years of industry experience. His work history includes roles at Raymond James Financial Services, Inc. and Financial 360, LLC, where he is also engaged in a non-investment support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to align investment recommendations with client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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