Richard Viall is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. He previously worked at Stifel for 15 years before joining Raymond James in 2024. He also owns Legacy Wealth AMP, LLC, a support company based in Wenatchee, WA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm focuses on non-discretionary planning tailored to client goals and employs analytical tools such as risk profiling and probability modeling.

Charles Naismith is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 22 years of industry experience, including 15 years at Stifel prior to joining Raymond James in 2024. He serves as a committee member on the Chelan County Lodging Tax Advisory Committee, which advises on the allocation of lodging taxes collected to promote tourism. 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 tailored, non-discretionary planning and supports municipal and public finance work through its unique affiliations.