Jonathan Rogers is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at LPL Financial, llc for 10 years before joining Raymond James. Outside of advisory work, he is a licensed insurance agent selling fixed annuities and manages a small rental real estate business with his family. 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 using risk profiling and analytical tools, and supports various advisory programs along with specialized municipal and public finance services.

Kevin Rorie is a CFP®-certified financial advisor with eight years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously worked at Voyager Wealth Advisors and Wells Fargo Bank. Outside of his advisory role, he serves on the Finance and Investment Committee of the Kayenta Arts Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary investment consulting using analytical tools and supports municipal and public finance work through its municipal advisor affiliation.