Robin Reed is a financial advisor at Raymond James & Associates with 45 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined 11 years. Reed holds Series 63 and Series 65 designations. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Timothy Reed is a financial advisor with Raymond James & Associates in Springfield, MI, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined total of 11 years. Outside of his advisory role, he co-owns MBT Enterprises LLC, a business involved in managing rental property. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a focus on non-discretionary relationships, supported by various portfolio management styles, affiliated research, and municipal advisory services.

Seanna Fields is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory role, her spouse owns an electrical business for which she manages checkwriting. 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 broad client base, including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Lori Bagwell is a financial advisor with Raymond James & Associates in Springfield, MI, holding Series 63 and Series 66 credentials and 25 years of industry experience. She previously worked at Wealth Partners Alliance from 2021 to 2023. Bagwell serves as a trustee for a family-related investment entity and is a committee member involved in five-year planning for Leroy Township, focusing on local zoning and infrastructure. 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, delivering tailored, primarily non-discretionary financial planning and investment consulting.