John Nolan IV is a CFP® professional with eight years of experience in financial advising. He has worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services Inc. since 2026, following prior roles at Commonwealth Financial Network, University of Massachusetts Lowell, Edward Jones, and Doyon's Modern Home. Nolan is also involved with Sammons as a non-variable insurance agent. 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 utilizes tailored, non-discretionary planning and analytical tools to help clients achieve their goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Reed Thompson is a CFP® and ChFC® affiliated with Raymond James Financial, with 31 years of industry experience. He previously worked at Commonwealth Financial Network for 12 years before joining Raymond James Financial Services Advisors, Inc. in 2026. Thompson also serves as president of Touchpoint Financial, a support company, and manages annuities through Touchpoint Financial as a licensed agent. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through a municipal advisor affiliation, along with specialized retirement plan advisory programs.

Jillian Feehan is a financial advisor at Raymond James Financial with three years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked with Touchpoint Financial Advisor Group and Commonwealth Financial Network. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and modeling to tailor non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Patrick Sheehan is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Touchpoint Financial Advisory Group and Commonwealth Financial Network. Outside of his advisory role, he serves as the head football coach for Masconomet Football. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

David Erwin is a CFP® with 32 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at Commonwealth Financial Network and Touchpoint Financial Advisor Group, where he served for 17 years. Outside of his advisory role, he is president of Touchpoint Financial Advisor Group, a support company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations within the industry.