Joel Merritt is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He is also president of Merritt Wealth & Retirement Advisors, Inc., a financial advisory firm he leads. Previously, he worked at Diversified Management, Inc. and Thrivent Financial. Merritt supports Mark Kelly LLC, providing operational assistance to the branch manager at RJFSA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using risk profiling and analytical modeling, supporting implementation through its advisory programs and affiliate firms.

Peter Merritt is a financial advisor with Raymond James Financial in Waukesha, WI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Baird, Tesla, Apple, and Piggly Wiggly. He is also the owner of an online skin care business, Beatific LLC. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through various advisory programs and specialized services.