Diane Nelson is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for 25 years. 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 charitable organizations, and offers a range of financial planning and consulting services with a generally non-discretionary approach.

Russell Cappelen Jr. is a financial advisor at Raymond James & Associates with 42 years of industry experience. He held a position at UBS Financial Services Inc. for 25 years before joining Raymond James in 2024. Outside of his advising role, he is a partner in an LLC that owns a liquor license. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by extensive proprietary research.

Ryan Bass is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2015. Outside of his advisory role, Bass serves on the finance committee and board of directors for the Mental Health Association of Indian River County and is involved with other business ventures in Vero Beach, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services based on risk profiling and detailed analyses, supported by a wide range of portfolio management styles and affiliated research.

Kayla Mac William is a financial advisor with Raymond James & Associates in Vero Beach, FL, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior experience includes roles at Fidelity Brokerage Services LLC and a business venture with Vino Royal. Raymond James & Associates, Inc. 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 that includes individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Grayson Holly is a financial advisor with Raymond James & Associates in Vero Beach, FL, holding a Series 63 designation and over 42 years of industry experience. He has been with Raymond James & Associates since 1990, totaling 36 years at the firm. 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, pension plans, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Matthew Dowdle is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James since 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Colleen Higgins is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at Raymond James since 2019 and previously held roles at PNC Investments and PNC Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting with a variety of portfolio management approaches.