Kimball Bullard is a financial advisor with Raymond James & Associates in Punta Gorda, FL, holding Series 65 and Series 66 credentials and possessing 27 years of industry experience. His prior work includes roles at Bank of America, N.A., and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services, drawing on a range of portfolio management styles and firm research.

Richard Fontana is a financial advisor at Raymond James & Associates with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2013. He serves on the Finance Committee of the Isles Yacht Club in Punta Gorda, FL, where he assists with financial oversight and policy recommendations. 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 public entities, offering financial planning, investment consulting, and institutional fiduciary solutions.