Cecily Curtis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. She has worked with multiple Raymond James affiliates and Steward Partners, and is currently associated with The Meakem Group as an associate. Curtis also spent four years working at Elon University earlier in her career. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary consulting using analytical tools and supports clients through various advisory programs and specialized services in municipal and public finance.

Traci Richmond is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and with 20 years of industry experience. She is also the owner of Women Who Rock LLC, a business she has operated since 2016. Richmond has held various roles within Raymond James and The Meakem Group, LLC since 2012. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting, incorporating risk profiling and modeling tools, and supports specialized municipal and public finance advisory services.

Bridget O'Carroll is a financial advisor at Raymond James Financial with Series 66 credentials and one year of industry experience. Her prior roles include positions at The Meakem Group, Folger Nolan Fleming Douglas Inc., and Capital Village Public Charter School. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs, with a noted affiliation supporting municipal and public-finance work.

Shannon Rozner is a financial advisor at Raymond James Financial with four years of industry experience and holds a Series 66 designation. Her career includes multiple roles at Raymond James Financial Services Advisors, Inc. and related entities, as well as a six-year tenure at the Chautauqua Institution. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools, and it supports municipal and public finance work through a unique municipal advisor affiliation.

Claire Volke is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and has worked with The Meakem Group since 2020. Prior to her advisory roles, she was employed at several organizations including VIPKid and SMS Law Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses risk profiling and analytical tools to tailor recommendations and supports advisory programs and institutional portfolio management through a large advisor network.

Morgan Hatten is a CFP®-certified financial advisor with 14 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2019, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Outside of his advisory work, Hatten is the founder and president of Love Inspires Friendship and Triumph Corporation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools to support client goals.

Suzanne Scheer is a financial advisor at Raymond James Financial with 10 years of industry experience and holds the Series 66 designation. She has worked with Raymond James Financial Services Advisors, Inc. since 2016 and is also associated with The Meakem Group. Outside of advisory work, she is active as a non-variable insurance agent, educating clients on insurance options and managing policy issuance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs including municipal advisory and SIMPLE IRA Employer Advisory services.