Jarrod Dawson is a Series 66-licensed financial advisor with Raymond James & Associates in Pensacola, FL, where he has worked since 2022. He has nine years of industry experience, including roles at Bank of America and Merrill. Dawson serves as an advisory board member for Big Brothers Big Sisters of Northwest Florida, a mentoring organization focused on underprivileged youth. Raymond James & Associates oversees approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers non-discretionary investment consulting, financial planning, and institutional fiduciary services, supported by a range of portfolio management styles and affiliated research.

Robert Alft is a financial advisor with Raymond James & Associates based in Pensacola, FL, holding the Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Raymond James Financial, and Gulf Wind Federal Credit Union. He has ownership interests in several investment-related businesses, including The Wealth Advisors of the Gulf Coast Inc. and Alft, Watters Elmore Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers tailored financial planning and investment consulting services, combining proprietary research and multiple portfolio management styles while maintaining primarily non-discretionary client relationships.

Monica Sherman is a financial advisor with Raymond James & Associates in Pensacola, FL, holding the PFS™ designation and Series 66 license. She has 19 years of industry experience, including roles at Hancock Bank and Cetera Investment Services. Sherman serves on the boards and finance committees of two local nonprofit organizations focused on arts, culture, and healthcare in Pensacola. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm provides financial planning and non-discretionary investment consulting to a diverse client base, including individuals, institutions, and municipalities, utilizing risk profiling, software-driven analyses, and a variety of portfolio management styles.

Daniel Herman is a financial advisor with Raymond James & Associates in Pensacola, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as treasurer and chairperson of the investment committee for the Pensacola Sports Association, 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 individuals, institutions, pension plans, and charitable organizations, providing financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Matthew Schmidt is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 25 years of industry experience. He has worked with various Raymond James entities since 2014. Outside of his advisory work, Schmidt serves on the advisory board of First Priority of NW, a network supporting Christian clubs in public middle and high schools. 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, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles alongside firm research and affiliated sub-advisers.

Robert Kornemann is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. He has been with Raymond James & Associates since 2019 and previously worked at Long Lewis Auto and Clark Turf Management. 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 and non-discretionary investment consulting through various specialized programs and research-driven portfolio management.