Ross Legum is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at Bb&T Securities and Scott & Stringfellow prior to joining Raymond James in 2017. Outside of advisory work, he serves as an arbitrator for FINRA and acts as a trustee for several family trusts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting, employing risk profiling and analytical modeling to support client goals.

Jacqueline Waterworth is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her prior roles include positions at LPL Financial LLC and Lincoln Investment. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm delivers tailored non-discretionary planning and investment consulting using various analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Craig Valentine is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Raymond James in 2022, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. He also works as an associate for Hendel Wealth Management Group, assisting with client account services and new business solicitation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and nonprofit clients. The firm delivers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Joseph Jeeves is a CFP® professional with 14 years of experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. in Marquette, MI, where he has worked since 2014. Outside of his advisory role, he is a partner in Fresh Coast Development Group, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs tailored, non-discretionary planning and risk-profiling tools to support client goals and maintains notable municipal advisory capabilities and specialized SIMPLE IRA consulting programs.

Eugene Bridgewater is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 12 years of industry experience. He has worked with Raymond James since 2022 and previously spent nine years at Edward Jones. Outside of his advisory role, Bridgewater serves as CEO of LongView Financial Partners, a full-service wealth advisory office, and is a board member and chair of the Investment Committee at Walsh University. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm focuses on non-discretionary planning tailored to client goals through detailed analytical tools and supports municipal and public finance work through unique affiliations.

Gregory Perrone is a financial advisor with Raymond James Financial in Sarasota, FL, holding a Series 63 designation and 26 years of industry experience. He has been with Raymond James Financial since 2009 and has operated Gabrielle Financial since 2003. Perrone has also worked at Seven Rivers Christian School from 2014 to 2018. He is the owner of Gabrielle Financial, a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains specialized programs such as municipal advising and SIMPLE IRA Employer Advisory and Consulting Services.

Michael Carbajal III is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. He currently serves as Operations and Compliance Manager at The Avenue Wealth Management LLC and has roles with Citadel Continuity Consulting and Raymond James Financial Services Advisors, Inc. Outside of his advisory work, he owns a rental property in Georgia. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advice using comprehensive analytical tools and supports a range of advisory and municipal finance services across a large network of advisors.

Grant Goering is a financial advisor at Raymond James Financial with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at RCB Bank for ten years. In addition to his advisory role, he provides investment research and portfolio allocation support for Beyond Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and maintains a range of specialized advisory programs and partnerships.

Hannibal Trapuzzano is a financial advisor with Raymond James Financial, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Atlantic Union Financial Consultants, Truist Advisory Services, BB&T Securities, and Wells Fargo Advisors. He also serves as a senior financial consultant at Atlantic Union Bank and Atlantic Union Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and supports institutional consulting and portfolio management through a large advisor network.

Jacob Kehoe is a financial advisor at Raymond James Financial with a Series 66 designation and four years of industry experience. He has held roles at Milholland and Mitchell Financial Group LLC and Wells Fargo Advisors Financial Network LLC. Outside of advising, he assists with training and operations and conducts research for investment models at Milholland and Mitchell Financial Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Erin Barr is a financial advisor with Raymond James Financial in Akron, Ohio, holding a Series 66 credential and bringing nine years of industry experience. Prior to joining Raymond James in 2022, she worked for six years at UBS Financial Services. Outside of her advisory role, she serves as an officer and secretary for Apex Detail & Tint, a business owned by her husband, where she manages the company's bookkeeping. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advice supported by analytical tools and also specializes in municipal and public finance through an affiliated municipal advisor.

Henry Leggette is a financial advisor with Raymond James Financial in Lumberton, NC, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been associated with Raymond James Financial and its affiliates since 2000 and serves as president of HTL Wealth Management, Inc., a support company he owns. 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, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and models to support client goals, and maintains specialized programs such as municipal advising and SIMPLE IRA employer consulting.

Frank Pickett is a financial advisor with Raymond James Financial in La Quinta, CA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Raymond James Financial since 2005 and also maintains involvement with Pickett Financial Partners since 2008. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Morgan Burklow is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked for Ameriprise Financial Services, LLC for 15 years. Burklow also operates a financial planning business through Burklow & Burklow, LLC, where he is involved in operations, staffing, and training. 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, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports institutional consulting and portfolio management through a large advisor network.

Nori Henson is a CFP® professional with three years of experience in financial advising, currently with Raymond James Financial in Tacoma, WA. Prior to joining Raymond James, Henson worked for Columbia Bank for over two decades. Henson also serves as a non-voting member of the 401(k) committee at Columbia Banking Systems. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele including individual, high-net-worth, and institutional clients. The firm offers tailored, non-discretionary advisory services using advanced analytical tools and supports municipal and public finance through an affiliated municipal advisor.

Edward Nelson is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Enterprise Holdings, and the University of Texas at San Antonio. He is also associated with the Security Service Investment Group as a financial advisor in branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pensions, corporations, and institutions. The firm offers tailored non-discretionary planning using analytical tools and supports institutional consulting and portfolio management across a large advisor network.

Guillermo Bautista Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and having 10 years of industry experience. He has been with Raymond James since 2016. Bautista is also the sole member of Target Rock Group LLC and works as an associate for First Harbor Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with a notable affiliation to a municipal advisor and programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Ryan Wentworth is a CFP® professional with 13 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at Bank of America and Merrill. Wentworth also owns Wentworth Financial Group, a non-investment-related business based in Severna Park, MD. 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 clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

James Whatley Jr. is a financial advisor with Raymond James Financial in Mount Juliet, TN, holding a Series 63 designation and 37 years of industry experience. He has worked at Raymond James Financial since 1999 and also has experience with Wilson Bank & Trust. Outside of his advisory work, he is involved as an independent contractor with a local music group that performs live, mostly for charitable events, where he serves as booking agent, organizer, and lead singer. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and advisory services using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Kristi Dykstra is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 designations and has 32 years of industry experience. Her prior work includes nearly two decades at Wells Fargo Clearing and recent roles at Arcadia Capital and Baughman Capital Management, where she serves as branch manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide network of advisors with specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.