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Timeless Content Shared With You On-Demand!

Chris Doughty
Zach DeBoer
Kenneth Flannery
Reflecting On the Year, Lifeboat Drills - We Plan For This, Markets, Purpose & Choice!
33:10
Gentian Financial

Reflecting On the Year, Lifeboat Drills - We Plan For This, Markets, Purpose & Choice!

Sleep, Stress & Feeling Your Best: Jim Poole, NuCalm - Dec 2024
01:16:09
Gentian Financial

Sleep, Stress & Feeling Your Best: Jim Poole, NuCalm - Dec 2024

Markets, Clarity, Save using Tech & Your Retirement 401(k)
34:06
Gentian Financial

Markets, Clarity, Save using Tech & Your Retirement 401(k)

Elections, Markets, Having A Plan & Holiday Shopping
32:41
Gentian Financial

Elections, Markets, Having A Plan & Holiday Shopping

Markets, Rates, Having A Plan & A Beginners Guide To Saving
33:20
Gentian Financial

Markets, Rates, Having A Plan & A Beginners Guide To Saving

2024 Fall Forum - Giving & Receiving
46:17
Gentian Financial

2024 Fall Forum - Giving & Receiving

Enjoying Life, The Markets & Preparing For Year-End - Sept 18, 2024
33:46
Gentian Financial

Enjoying Life, The Markets & Preparing For Year-End - Sept 18, 2024

Markets, Planning, and Hot Topics - Sept 4, 2024
33:20
Gentian Financial

Markets, Planning, and Hot Topics - Sept 4, 2024

Metaphors, Markets, and Saving Ideas- Aug 21, 2024
29:18
Gentian Financial

Metaphors, Markets, and Saving Ideas- Aug 21, 2024

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and Gentian Financial Inc. Gentian Financial, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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2024 Forbes America's Top Wealth Management Teams Best-in-State The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-instate/ for more info

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