Sharon Brown is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. She worked for Morgan Stanley Smith Barney for 15 years before joining Raymond James & Associates in 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Katherine Janda is a CFA® charterholder with six years of industry experience. She is currently with Raymond James & Associates and previously worked at Morgan Stanley Private Bank and The Strategic Financial Alliance, Inc. Outside of her advisory role, she manages a single-family rental property in Loveland, CO. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing various portfolio management styles and affiliated research resources.