Malcolm Webb is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at OSAIC, American Portfolios Financial Services, and Mass Mutual Investors Services. Outside of his advisory role, Webb volunteers with the Civil Air Patrol, participating as a search and rescue/disaster relief mission pilot and serving on several finance committees within the organization. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and investment consulting with a range of portfolio management styles, emphasizing non-discretionary planning and utilizing extensive affiliated research and sub-advisers.

Steven Fortune is a CFP® professional with 16 years of industry experience, currently advising at Raymond James & Associates since 2025. Prior to this, he spent 15 years at Edward Jones. Outside of his advisory role, he serves as Vice President of Development and Director on the Board of the Bloomington High School South Band Boosters, where he is involved in fundraising and supporting the local high school music program. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships supported by a wide range of portfolio management styles and affiliated research.

Ana Von Heimburg is a financial advisor at Raymond James & Associates with two years of industry experience. She previously worked at Edward Jones for nine years and Main Source Bank for two years. She holds the Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary services.