Boca Raton, FL N Military Trl Office

Evan Mayer is a CFP® professional with 20 years of industry experience, currently affiliated with Raymond James Financial. He has held roles at several firms, including Suntrust Advisory Services and Nave Capital LLC. Mayer hosts a podcast aimed at financial advisors, discussing practice management and industry concepts at a high level. He is also the owner of Fortuna Wealth, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors through various advisory programs.

Anny Paulino is a Series 66-licensed financial advisor with nine years of industry experience. She currently works at Raymond James Financial Services Advisors, Inc. and has held roles at Fortuna Wealth, Nave Capital LLC, The Mayer Group, and Suntrust Advisory Services. Paulino is also involved with Fortuna Wealth in a client service and administrative capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools for risk profiling and outcome modeling, supporting a broad advisor network and offering specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

David Burg is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2021. His prior experience includes roles at Wells Fargo Clearing, Citigroup Global Markets, and Morgan Stanley DW Inc. Burg serves as a trustee and personal representative in probate matters for family members. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, employing risk profiling and modeling tools to support client goals, and maintains affiliations that enhance its municipal and public finance capabilities.

Jared Fischer is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Northwestern Mutual Investment Services LLC and Advisors Asset Management, Inc. 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 focuses on tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes.

Steven Schiff is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2026. His prior experience includes roles at Ritholtz Wealth Management, Merrill, and Truist, among others. 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 investors. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting services aligned with client goals.

David Ogman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Citibank, Bank of America, Merrill, UBS Financial Services, and Morgan Stanley. Ogman is also the founder and director of the Jordan Avi Ogman Foundation, a nonprofit focused on raising awareness and funds for a life-saving cure. 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, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.