Westerville, OH Office Pkwy Office

Tamara Colvin is a CFP® with 35 years of industry experience, currently serving as an advisor at Raymond James Financial. She previously worked at Commonwealth Financial Network for 12 years. Outside of her advisory work, she is the president of two support companies, FlahertyColvin and The Flaherty Consulting Group, where she manages business operations and works directly with clients on financial planning and investment monitoring. 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 employs a tailored, non-discretionary approach using analytical tools and supports municipal and public finance work through unique affiliations.

Stewart Flaherty is a financial advisor at Raymond James Financial Services Advisors, Inc. with 53 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Raymond James in 2025, he spent 12 years with Commonwealth Financial Network. Flaherty is also an author of two books on financial planning and serves as CEO of two support companies focused on financial planning and investment management. 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 employs non-discretionary planning and advisory strategies tailored to client goals, utilizing advanced analytical tools and technology, and offers specialized services such as municipal advisory work and SIMPLE IRA employer consulting programs.

Lia Casino is a financial advisor with Raymond James Financial, holding a Series 63 designation and 11 years of industry experience. Her prior experience includes roles at Commonwealth Financial Network and The Flaherty Consulting Group. She is a board member of the Uptown Review Board of Westerville, where she participates in reviewing external building changes within the district. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored financial planning and investment consulting, employing analytical tools and risk profiling to support client goals.