Joseph Raissi is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James since 2008 and is also an author of the book *Wealth Creation and Protection*. Raissi has a long-standing involvement with the First Baptist Church since 1997 and has held leadership roles in family and support companies. 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 institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized municipal and public-finance advisory capabilities and programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Jeremy Dvorak is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds CFP® and ChFC® designations and has 22 years of industry experience. His prior work includes roles at M&T Securities, Inc. and Metropolitan Life Insurance Company. Additionally, he is the owner of Jeremy S Dvorak LLC and works as an independent contractor for Potomac Financial Group. 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, and institutions. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools, supporting clients through its advisory programs and affiliated firms.