Kyle Hanselman is a CFP® with 15 years of industry experience, currently serving as an associate at Raymond James Financial in Saddle River, NJ. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company of America. Outside of financial services, he works part-time in wedding sales and operations at Crossed Keys Estate. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm employs tailored, non-discretionary planning and risk profiling, supported by analytical tools, and is notable for its municipal advisor affiliation and innovative plan-level advisory services.

Sarah Burrows is a financial advisor with Raymond James Financial in Saddle River, NJ, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Her prior experience includes roles at UBS Financial Services and Wiss Private Client Advisors. In addition to advising, she is involved as an associate employee in administrative work at Saddle River Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and advisory programs and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Douglas James is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2015. He is the owner and president of DMJ Planning LLC, a support company, and Group Benefit Consultants LLC, which provides non-variable insurance products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm provides tailored non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized programs in municipal finance and SIMPLE IRA employer advisory services.