Kayla Barrett is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 12 years of industry experience. She previously worked at Edward Jones for eight years before joining Raymond James in 2020. Outside of her advisory role, Barrett owns an LLC that leases a former office property. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client collaboration and supported by extensive research and asset-allocation analysis.

Richard Hendrickson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 20 years before joining Raymond James in 2018. Hendrickson is also a licensed CPA since 1992, although he does not actively practice separately. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and governmental entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research to tailor plans, while maintaining a distinctive advisory approach with a significant portion of assets managed on a non-discretionary basis.