Heidi O'dea is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Raymond James for 14 years. Heidi serves as a board member and finance committee member for the YMCA in Owosso, Michigan. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and advisory services with various portfolio management styles and is notable for its municipal advisory services and extensive affiliate network.

Hank Sizemore is a financial advisor with Raymond James & Associates in Owosso, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked with the Detroit Pistons for six years and at Fowlerville High School for one year. Outside of advising, he is the CEO of Spanky Supply, a small business he runs managing social media engagement and order fulfillment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, and charitable organizations. The firm provides financial planning and non-discretionary investment consulting, offering a range of portfolio management strategies supported by firm research and affiliated sub-advisers.

Tamara Richison is a financial advisor with Raymond James & Associates in Owosso, MI, holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior experience includes roles at Fifth Third Securities, Fifth Third Bank, Assurance IQ, and Farm Bureau Insurance. 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, offering financial planning, investment consulting, and institutional advisory services with a variety of portfolio management styles and affiliated research resources.