In an effort to complement the Practice Planning and Acquisitions service offering that Raymond James provides we have structured strategic alliances with several of the top industry experts and consultants within the financial services industry. These industry experts have provided advisors with high caliber expertise for several years and are widely regarded as elite consultants within their respective fields. Should you require consulting outside of your engagement with Raymond James rest assured we have aligned our offering with these top experts to meet your needs.

Practice Consulting

Federer Performance Management Group, LLC

Dr. Denise Federer

3641 W Kennedy Boulevard

Tampa, FL 33609

813.876.7191

dfederer@fpmg.info

www.fpmg.info

Moss Adams, LLP

Rebecca Pomering

1001 Fourth Avenue

Suite 2700

Seattle, WA 98154

206.442.2622

rebecca.pomering@mossadams.com

www.mossadams.com

Nexus Strategy, LLC

Timothy D. Welsh, CFP

57 Creek View Circle

Larkspur, CA 94939

415.847.4874

tim@nexus-strategy.com

www.nexus-strategy.com

Valuation Consulting

Moss Adams, LLP

Rebecca Pomering

1001 Fourth Avenue Suite

2700 Seattle, WA 98154

206.442.2622

rebecca.pomering@mossadams.com

www.mossadams.com

Quist Valuation, Inc.

M. Brett Suchor CFA, ASA

10901 W 120th Ave. Suite 350

Broomfield, CO 80021

866.551.7825

suchor@quistvaluation.com

www.quistvaluation.com

Investment Banking

Gladstone Associates, LLC.

Paul T. Lally,

Managing Director

555 North Lane, Suite 5020

Conshohocken, PA 19428

610.834.1989

plally@GladstoneTA.com

www.gladstoneTA.com

BERKSHIRE CAPITAL SECURITIES LLC

Scott Ketner, Managing Director

535 Madison Avenue, 19th Floor

New York, NY 10022

212.207.1042

sketner@berkcap.com

www.berkcap.com

Legal Consulting

Stark and Stark

Tom Giachetti

993 Lenox Drive

Lawrenceville, NJ 08648609-895-7255

tgiachetti@stark-stark.com

www.stark-stark.com

The above list of outside professionals is not a recommendation, endorsement or sponsorship by Raymond James. The outside professionals listed above are not affiliated with or employees of Raymond James. Raymond James does not take responsibility for the services provided by the professionals listed above nor does it monitor the quality of services provided.