Caroline Sinclair is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has worked at various divisions within Raymond James since 2014. In addition to her role at Raymond James, she owns Caroline Sinclair Wealth Partners, LLC, where she also serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advice using advanced analytical tools and supports municipal finance work uncommon among large institutional advisors.

Nathan Plott is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with Raymond James Financial in Cary, NC. He has been associated with Caroline Sinclair Wealth Partners, LLC since 2021 and has held various roles within Raymond James Financial entities since 2020. Outside of his advisory work, he is a partner in a hair salon business operated by his wife. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools such as risk profiling and probability modeling to support client decision-making.