Alan Chase is a financial advisor with Raymond James Financial in San Antonio, TX, holding a Series 63 designation and 41 years of industry experience. He previously worked for Commonwealth Financial Network for 26 years before joining Raymond James in 2025. Outside of his advisory role, he serves as president of Ingenuity Financial Services, Inc., a company providing financial advice and services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and specialized services.

Ian Chase is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Raymond James Financial in San Antonio, TX. He has been associated with Raymond James Financial Services Advisors Inc. and Raymond James Financial Services Inc. since 2025, and has prior experience at Ingenuity Financial Services and Commonwealth Financial Network dating back to 2011. Outside of his advisory role, Chase is involved in managing a rental real estate property, handling loan servicing and property management duties. 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 investors. The firm uses tailored, non-discretionary planning and risk profiling tools to support client goals and offers specialized advisory programs including municipal and public finance services.