Raymond James
Cydney Gutridge
Client Services Associate
Robert Banks
Compliance Examiner
Matt Jeter
Vice President, Investments
Courtney Hagan
Registered Client Service Associate
Rebecca Maunsell
Trade Support & Settlements Team Leader
Mike Spencer
Trust Administrator
Rod Hennek
Founding Partner
Yue Yuan
Financial Systems Analyst
John Kwiatkowski
Senior Vice President Investments, Oaks Wealth Partners
John Richardson
Manager
Rachel Rath
Vice President Of Relationship Management, Ria & Custody Services
Eric Wade Stafford, Cfp®
Associate Financial Advisor