Derek Daniels is a financial advisor with Raymond James & Associates in Monroe, LA, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he holds a fractional ownership interest in a fraternity house at the University of Louisiana-Monroe. Raymond James & Associates 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 municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jason Tiser is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James since 2015. He serves as a finance committee member for St Frederick High School, providing financial recommendations related to budgeting, spending, and investments. 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, institutions, and municipal entities, offering tailored financial planning and consulting through a range of portfolio management styles and affiliated research.

William Clausen is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has prior experience at Manaseeh, Gill, Knipe, and Belanger, as well as roles connected to Southern University Law Center and the 19th Judicial District Court in East Baton Rouge. Raymond James & Associates is a large firm serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and investment consulting with a variety of portfolio management styles and provides municipal advisory services and institutional consulting.