Rory O'Sullivan is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to his current role, he worked at Wells Fargo Funds Distributor, LLC from 2016 to 2018. He serves as a board member and finance committee member of the Magnolia Chamber of Commerce in Seattle. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and risk profiling, and supports its clients through various advisory programs and institutional consulting services.

Remi Calozza is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked with several firms including LPL Enterprise and Mainspring Wealth Advisors. Outside of advisory roles, he has experience in the food and service industry and has engaged in financial planning support activities at Mainspring Wealth Advisors. 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, pension plans, corporations, and institutions. The firm employs non-discretionary planning and consulting tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.