Frank Vaden is a financial advisor with Raymond James & Associates in Lynchburg, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Truist Advisory Services, Bb&T Securities, and Scott & Stringfellow, Inc. He serves as a board member of Spring Hill Memorial Cemetery. 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, offering non-discretionary financial planning and consulting supported by extensive research and a range of portfolio management strategies.

Karen Givens is a financial advisor at Raymond James & Associates with 12 years of industry experience. She held a position at Davenport & Company LLC for eight years before joining Raymond James in 2022. She holds the Series 66 designation. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

William Poats is a CFP® with ten years of experience in financial advisory roles. He is currently with Raymond James & Associates and previously worked at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Poats serves as Treasurer and a board member of Miriam’s House, a nonprofit organization. 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, offering financial planning, advisory programs, and institutional consulting with a variety of portfolio management styles.

John Waterworth is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, Scott & Stringfellow, and UBS Financial Services. He serves as a board member of the Greater Lynchburg Community Foundation and is a non-operating member of Fleming Mountain Grill, LLC. 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 clientele, including individuals, institutions, and municipal entities, offering tailored financial planning and advisory services with a variety of portfolio management styles and municipal advisory capabilities.