Jeffrey Solomon is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked concurrently at Liberty Bank, Allegis, and Solomon Financial Advisors, Inc. since 2014. In addition to his advisory roles, he serves as an agent recommending various life insurance products with Allegis. 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 investors. The firm offers non-discretionary planning tailored to client goals and supports advisory programs through an extensive network, with specialized services in municipal advising and SIMPLE IRA employer consulting.

Gary Rosenthal is a financial advisor with Raymond James Financial Services Advisors, Inc. in Salt Lake City, UT, holding Series 63 and Series 66 registrations and with 26 years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is an insurance agent presenting life insurance products and serves as an associate providing financial advice through Solomon Financial Advisors, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and incorporates technology and artificial intelligence into its operations.