Amy Smart is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch and Bank of America. Outside of her advisory role, she owns a rental property in Minnesota. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and specializes in municipal advisory services among other financial solutions.

Brian Heberle is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through a range of portfolio management styles, supported by research and affiliated sub-advisers.

Jason Scott is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various roles at Raymond James Financial Services Advisors, Inc. and related entities since 2022, as well as prior experience at Suncoast Credit Union and CUNA Brokerage Services. 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 tailored, mostly non-discretionary financial planning and investment consulting supported by extensive research and multiple portfolio management styles.