Domenico Ernandez is a CFP® and holds a Series 66 license with 26 years of experience in the financial industry. He has been associated with Raymond James Financial since 2009 and also co-owns Heritage Partners, Inc. Outside of his advisory roles, Ernandez is involved in real estate through ownership and partnership positions in multiple equity groups focused on property acquisition and rental. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

James Danielson is a financial advisor with Raymond James Financial in South Barrington, IL, holding a Series 66 designation and 21 years of industry experience. He has been associated with Raymond James Financial since 2009 and is the owner of Magnolia Financial Group, Inc. Outside of his advisory role, he is involved in running Magnolia Financial Group, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and high-net-worth clients, as well as institutions and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad network of advisors, with specialized offerings in municipal finance and SIMPLE IRA employer advisory services.

Lloyd Montgomery III is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial since 2009. He is also the owner of Montgomery Wing LLC, a support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm uses a non-discretionary, goal-based approach with analytical tools to tailor recommendations and supports municipal and public finance work through a unique affiliation.

Daniel Savas is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2009. He has held roles at Raymond James Financial Services, Inc. since 2004. Outside of his advisory work, he is a co-owner of Savas Sweet Spoonfuls LLC, which operates a Menchie's Frozen Yogurt franchise managed by his spouse. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporate and institutional investors, and charitable organizations. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports both advisory programs and institutional portfolio management.