Joel Theis is a financial advisor with Raymond James & Associates who holds the Series 66 designation and has 15 years of industry experience. Prior to joining Raymond James in 2021, he worked at Truist Advisory Services, Truist Investment Services, and BB&T Investment Services in various roles. Outside of his advisory work, he is a partner at JZD Wellness LLC, a martial arts gym where he teaches martial arts and yoga classes. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, drawing on multiple portfolio management styles and affiliated research, and offers specialized municipal advisory and employer consulting services.

Zachary Theis is a financial advisor with Raymond James & Associates in Dalton, GA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Truist Advisory Services, BB&T Securities, LLC, and Brighthouse Financial. Outside of his advisory work, he is a partner at JZD Wellness LLC, where he teaches jiu-jitsu classes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and municipal advisory services through a variety of portfolio management styles and affiliated research resources.