Chase Shellberg is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. He holds the Series 66 designation and has been affiliated with Raymond James and Bank of Colorado since 2015. Shellberg serves as a finance committee subcommittee member for a nonprofit organization. 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Thomas Groves is a ChFC® and holds a Series 65 license with two years of industry experience. He has worked with LPL Financial since 2025 and previously operated Your Financial Pharmacist Planning, LLC for one year. Before entering the financial advisory field, he served in the U.S. Navy for ten years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a network of over 22,800 advisors. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset management, and institutional platforms.