Gregory Dugdale is a financial advisor with Raymond James Financial Services Advisors Inc., holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Raymond James since 2001 and also owns Dugdale Financial Services Group, Inc. in Havre, MT. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ronald Beckner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 11 years of industry experience. He previously worked at Edward Jones and Western Wealth Management. Outside of his advisory role, Beckner is an author and a business owner producing video productions for life events and local businesses, and he serves as an independent agent providing Medicare education and insurance solutions. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary advice using analytical tools and supports advisory implementation through various programs and providers.

Alexander Greene is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2014. Greene is also involved with StillGreen Partners, LLC and Stonegate Financial, both support companies related to his advisory work. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, and institutions, offering tailored, non-discretionary advice supported by risk profiling and analytical tools.

Clifton Ladd is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at various Raymond James entities since 2013 and served as a FINRA arbitrator for 25 years. Outside of his advisory role, he is president of Ladd Wealth Advisors LLC, a support company he owns. 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, and institutional investors. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Dominic Giovannazzo is a financial advisor with Raymond James Financial in Westlake, Ohio, holding a Series 66 designation and 17 years of industry experience. He has been associated with Creative Wealth Associates, Inc. since 2013, alongside his role at Raymond James Financial Services Advisors Inc. Prior to this, he worked at National Planning Corporation and Equitable Advisors. Giovannazzo also served with the Bay Village Parks & Recreation Department from 2012 to 2018. 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 utilizes tailored, non-discretionary planning and investment consulting supported by analytical tools and supports a broad network of advisors and affiliated firms.

Michael Carbone is a Series 66-credentialed financial advisor with 11 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2017. His prior experience includes a position at Wells Fargo Clearing Services LLC. Outside of his advisory role, he is owner of EduWisely and a partner at Eppolito, Carbone & Co., where he manages client relationships, discretionary portfolio management, and business development. 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, institutions, and charitable organizations. The firm focuses on tailored, non-discretionary planning using analytical tools and supports advisory programs alongside specialized municipal and public-finance services.

Paxton Taylor is a Series 66 licensed advisor with Raymond James Financial Services Advisors, Inc., based in Blue Springs, MO, with 19 years of industry experience. He has been with Raymond James since 2012 and operates a sole proprietorship as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work through its municipal advisor affiliation.

Justin Rice is a CFP® with five years of industry experience, currently affiliated with Raymond James Financial in Ann Arbor, MI. He manages client portfolios and operational systems at McLaren Wealth Strategies LLC, a business he is actively involved in alongside his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, institutional, and high-net-worth clients. The firm offers customized, non-discretionary planning leveraging analytical tools and supports a broad advisor network with specialized services including municipal advisory and employer-sponsored retirement plan consulting.

Daniel Cape is a financial advisor with Raymond James Financial in Green Bay, WI, holding a Series 66 designation and nine years of industry experience. He has been affiliated with Raymond James since 2017 and previously worked with the United States Soccer Federation. Outside of his advisory work, he and his wife provide treatment-level foster care through a nonprofit contracted by the county. 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 institutions. The firm employs fact-finding and risk-profiling tools to tailor non-discretionary planning and consulting services aligned with client goals.

Steven Heggs is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been affiliated with Raymond James Financial and its related entities since 2003 and owns Kansas City Wealth Partners LLC, an independent contractor relationship supporting his advisory work. He also serves as a committee member for the Blue Springs Education Foundation, attending quarterly meetings to review the nonprofit's financial activity. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports its clients through various advisory programs and institutional consulting services.

Kenya Daniel is a Series 66-credentialed financial advisor with 19 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2023 after previous roles at LPL Financial, E.K. Riley Investments, and Edward Jones Company. Outside of his advisory work, he is the owner of a rental real estate business in Tupelo, MS. 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, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized capabilities in municipal and public finance.

Samantha Hart is a CFP® and Series 66-licensed financial advisor at Raymond James Financial with five years of industry experience. She previously worked at Ameriprise, Wells Fargo Clearing, and State Farm Insurance. 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 employs tailored, non-discretionary planning and analytical tools to support client goals and incorporates technology and AI in its operations.

Frank Munn III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Signature Wealth Group, LLC and Signature Life, LLC, and currently serves as CEO of Chipmunn.com, a blog and content platform with potential speaking and consulting opportunities. Munn is also involved in coaching and podcasting through Maximum Advisor Coaching and hosts an author podcast. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting clients through advisory programs and other providers while maintaining specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Dale Bradley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Prior to his current role since 2013, he worked at Edward Jones for six years. He is also President of Bradley Investment Center and Bradley Wealth Management, both independent contractor roles unrelated to investment advisory services. 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 non-discretionary planning tailored to client goals and supports advisory programs and institutional consulting across a large advisor network.

Anthony Gaines is a CFP® with 32 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He previously spent 15 years at Wells Fargo Clearing. Outside of finance, Gaines owns and operates a dog care business, Camp Bow Wow Ridgeland. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services and supports institutional consulting and portfolio management through a large network of advisors.

Nicole Irwin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and over 11 years of industry experience. She has been with Raymond James since 2015 and previously worked at It Works Global. Outside of her advisory role, she serves as president of Nicole Irwin Inc., a business entity used for managing payroll and operational expenses. 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, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, while also supporting municipal and public-finance work through a unique affiliation with a municipal advisor.

George Moody is a financial advisor with Raymond James Financial in Brentwood, TN, holding a Series 66 designation and over 20 years of industry experience. His prior work includes 14 years at Taylor Securities, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and maintains unique municipal advisory capabilities alongside specialized retirement plan consulting services.

Brock Rydell is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has eight years of industry experience. Prior to his current role, he worked at Apple, Inc. and has held various positions within the ride-sharing sector. Outside of advising, he is president and owner of DBON, LLC, a business formerly used for rental real estate activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports a broad advisor network with advisory programs and institutional consulting services.

Cole Sanders is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Balser Investment Management Group, Commonwealth Financial Network, and various non-financial positions such as at Uline and Cog Hill Golf & Country Club. 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 using analytical tools and models, and it supports advisory programs along with municipal and public-finance work through a municipal advisor affiliation.

Gregory Ellington is a financial advisor with Raymond James Financial in Burlington, NC, holding Series 63 and Series 66 credentials and 12 years of industry experience. His work history includes roles at American National Bank & Trust and American National Investment Services. He serves as a board member at St Marks Evangelical and Reformed Church, advising on financial matters. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, institutions, and organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs across a large network, including specialized municipal and retirement plan consulting services.