Raymond James
Renato Jamett
Marketing Associate
Carl Meyers
Senior Vice President, Investments
Jessica Ledbetter
Senior Compensation Accountant
David Moran
Senior Vice President, Senior Institutional Consultant
John Roussell
Senior Vice President, Investments
Sarah Bessant
Administrative Assistant
Jerry Boesen
Cfpâ Dan Jackson
Financial Advisor, Branch Manager
Kathleen Zak
Forensic Accountant Systems Specialist
Lynn White
Client Services Manager
Jeffrey Psolla
Manager, Cloud Ops
Bonny Mcdonald
Client Service Associate Ii