Vincent Whatley is a CFP® with 24 years of industry experience, currently affiliated with Raymond James & Associates. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC over a 15-year period. 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, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research.

Eric Werner is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Werner serves as a board member of the New Hampshire & Vermont Council of Charitable Gift, a nonprofit providing professional development and networking opportunities. 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 charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.