Tracey Martin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked with Raymond James & Associates since 2011 and serves as a FINRA non-public arbitrator on a volunteer basis. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering a range of financial planning and consulting services with a focus on tailored, non-discretionary advice supported by extensive research and diverse portfolio management strategies.

Howard Wedemeyer Jr. is a CFA charterholder with 17 years of industry experience, currently affiliated with Raymond James & Associates in Houston, TX where he has worked since 2012. He holds a Series 63 license and has a background primarily within Raymond James. Wedemeyer is also an investor in Dominion Bancshares, Inc., a private investment business. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide team of advisors.

John Gaynor is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. He is based in Houston, TX. 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 municipal entities—and offers financial planning, investment consulting, and institutional fiduciary services through various portfolio management styles and affiliated research.

Blaine Mcshall Jr. is a financial advisor with Raymond James & Associates based in Houston, TX, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Prior to joining Raymond James in 2023, he worked at LPL Financial LLC and other firms including American Retirement Counsel and TIAA. Raymond James & Associates serves a diverse client base including individuals, institutional investors, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.