Christopher Connelly is a CFP® with eight years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and has previously worked at Charles Schwab and Ameriprise Financial Services. Outside of his advisory role, he is a partner in UPSTREAM Stillwater LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and uses analytical tools to support client decision-making.

Tyler Westphal is a CFP® professional with 11 years of experience in financial advising. He is currently with Raymond James Financial and has previously worked at Charles Schwab and Northwestern Mutual. Outside of his advisory role, he is involved as CEO of STP Ventures LLC and managing partner of UAM Stillwater LLC, both non-investment-related businesses. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports a broad network of advisors with specialized municipal and SIMPLE IRA consulting programs.