Stephen Costa is a financial advisor with Raymond James Financial Services Advisors, Inc. in Vero Beach, FL, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at TD Private Client Wealth, Fisher Investments, and E*TRADE. He is also an associate and relationship manager at The Kanner Group, LLC, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary, goal-based advice supported by analytical modeling and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Keith Lambert is a financial advisor with Raymond James Financial in Vero Beach, FL, holding a Series 66 designation and four years of industry experience. He has worked with Raymond James Financial and Raymond James Financial Services since 2021. Outside of his advisory role, he is the lead manager and owner of Lambert Financial Planning LLC. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal and SIMPLE IRA employer advisory services.

Garrick Cashatt is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2019. Prior to this, he worked at Morgan Stanley for two years and was involved with North County Aquatics for three years. He is also the owner of The Kanner Group, where he works as an independent contractor outside of his advisory role. 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 clients. The firm offers customized, non-discretionary planning and consulting supported by analytical tools and maintains unique municipal and public-finance advisory capabilities.

John Jennings is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 12 years of industry experience. Prior to joining Raymond James in 2019, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2019. Outside of advisory services, he is involved with The Kanner Group, LLC and The Jennings Group LLC in Vero Beach, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a notable affiliation supporting municipal and public-finance work.

Alex Wolfenden is a financial advisor at Raymond James Financial with Series 66 and Series 65 credentials and three years of industry experience. He previously worked at Fisher Investments and has had roles at Florida State University and Vero Beach High School. Outside of his advisory work, he serves as a Relationship Manager at The Kanner Group, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through specialized affiliations.

Dylan Flinchum is a financial advisor with Raymond James Financial Services Advisors, Inc. in Vero Beach, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he worked at Addepar and PowerPlan. Outside of his advisory role, he owns Flinchum Financial Services LLC, providing financial planning and investment services. 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, corporations, and institutional clients. The firm employs non-discretionary planning tailored to client goals using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

David Luethje is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. He is the owner and CEO of Luethje Wealth Management LLC and is also associated with The Kanner Group LLC in a financial advisory capacity. Raymond James Financial Services Advisors 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 offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.