Michael Mccreary Jr. is a CFP® professional with 18 years of experience, currently affiliated with Raymond James Financial. He has worked at Raymond James Financial Services Advisors Inc. and Addison Avenue Investment Services since 2012 and has been associated with First Tech Federal Credit Union since 2014. He is also an associate at Addison Avenue Investment Services. 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 clients. The firm offers tailored non-discretionary planning and investment consulting, utilizing analytical tools and modeling to support client goals, and it maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Nichol Nadeau is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been affiliated with Addison Avenue Investment Services and Raymond James since 2012 and provides backup notary services for First Tech Federal Credit Union. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical tools to model potential outcomes and supports a broad array of advisory programs and institutional consulting.