Adam Pearsall is a CFP® with 25 years of industry experience, currently serving at Raymond James & Associates since 2026. Prior to joining Raymond James, he spent 22 years with UBS Financial Services. He holds board positions with the Adirondack North Country Association and Lower Adirondack Search and Rescue, and participates in the Silver Bay YMCA investment sub-committee; he is also Vice President of the G AND C P A Foundation. 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 municipalities, providing tailored financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Melissa Battiste is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 22 years. Outside of her advisory role, she works part-time at Friendly's Ice Cream Corporation in a customer-facing position. Raymond James & Associates, Inc. is a large 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, investment consulting, and institutional fiduciary services.