Mitchell Hutula is a financial advisor at Raymond James & Associates with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Raymond James, he worked at TIAA and TEK Systems. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting across a range of portfolio management styles.

Allison Zelli is a financial advisor with Raymond James & Associates in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. She has been with Raymond James & Associates since 2007, including roles at related Raymond James entities since 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and diverse portfolio management strategies.

Tonya Bobbitt is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at firms including TIAA-CREF and TEKsystems. Outside of advising, she is involved with Restore Benefits LLC and Aimbridge Hospitality. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, providing financial planning and investment consulting through a range of portfolio management styles, supported by proprietary research and an extensive affiliate network.

James Hack is a financial advisor at Raymond James & Associates with 24 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Raymond James in 2021. Outside of his advisory role, he is a partner in HAQ Partners LLC, a business he runs with his son that plans to sell novelty Pickleball products. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers tailored financial planning and investment consulting services through a variety of portfolio management styles and research resources.

James Hack is a CFP® professional with eight years of experience in the financial services industry. He has worked at Raymond James & Associates since 2021 and previously was with UBS Financial Services from 2018 to 2021. Prior to his advisory career, he was employed at the University of Iowa ETS. 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, institutional and pension plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on tailored, non-discretionary advisory relationships.

Safiya Upchurch is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 66 credentials and six years of industry experience. Her prior roles include positions at The Vanguard Group, Wells Fargo Clearing, and various consulting and research roles associated with the University of North Carolina at Charlotte. 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 government entities, offering financial planning, investment consulting, and institutional fiduciary solutions through tailored, generally non-discretionary advisory services.