Skyler Potter is a CFP® professional with 16 years of industry experience, currently associated with Raymond James & Associates since 2013. Based in New York, NY, he holds the Series 66 designation. Outside of his advisory role, he is involved in co-owning a rental real estate property with his spouse. 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 and investment consulting with a range of portfolio management strategies and affiliated research.

Jennifer Small is a financial advisor with Raymond James & Associates in New York, NY, holding a Series 66 designation and 14 years of industry experience. Her career includes roles at Hightower Advisors, Charles Schwab, J.P. Morgan Securities, and Axiom Law. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles and provides municipal advisory services alongside market-making and execution in municipal and government bonds.

Andrew Koch is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.