David Kelso is a financial advisor with Raymond James & Associates in Vienna, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James & Associates since 2001. 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, including individuals, institutional investors, pension and profit-sharing plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by research and a variety of portfolio management styles.

Patrick Huge is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 31 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Anothip Zimmerman is a financial advisor with Raymond James & Associates in Vienna, VA, holding Series 63 and Series 65 credentials and 32 years of industry experience. Prior to joining Raymond James in 2021, Zimmerman worked at Wells Fargo Clearing from 2016 to 2021. Raymond James & Associates is a large 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, providing financial planning and non-discretionary investment consulting supported by firm research, model managers, and a range of portfolio management styles.

Matthew Grieb is a CFP® with 12 years of industry experience, currently advising at Raymond James & Associates since 2018. He previously worked at Janney Montgomery Scott, LLC and RBC Wealth Management. Grieb also speaks on financial planning for federal employees through the National Institute of Transition Planning. 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, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.