David Bilodeau is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2009. Outside of his advisory role, he has acted as an independent contractor fixed product agent for Financial Benefit Services Corp. 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 offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Robert Buccafusca is a CFP® professional with 25 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and is the managing director of Tripod Wealth Management, LLC. Prior to joining Raymond James, he worked for twelve years at Edward Jones. 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, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, supporting clients through various advisory programs and maintaining notable services such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Elizabeth Curtis is a financial advisor at Raymond James Financial with one year of industry experience. She holds the Series 66 designation. Prior to her current role, she worked at several related Raymond James entities and has experience outside finance, including involvement with Color with Me, Stress Free. 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 institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.