Shane Beckman is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 11 years of industry experience. He has been with Raymond James & Associates since 2015. 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, non-discretionary investment consulting, and municipal advisory services.

Adam Gee is a Series 66-licensed financial advisor with Raymond James & Associates, bringing four years of industry experience. Prior to joining Raymond James in 2019, he worked for 12 years at Sterling Public Schools. 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 wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Christie Freas is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Raymond James since 2003. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through various advisory programs.