Paul Shorter Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Charleston, SC, holding a Series 66 license and 14 years of industry experience. His prior roles include positions at Truist Advisory Services and SunTrust Investment Services. Additionally, he works as a licensed bank advisor with Pinnacle Asset Management, where he consults clients on banking and investment needs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, as well as specialized retirement plan consulting.

Michael Glennon is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Merrill Lynch, Truist Investment Services, and BB&T Securities. Glennon is also an associate at Pinnacle Asset Management, where he focuses on building relationships with Pinnacle partners and managing client investment accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

John Dickson is a CFP® professional with 22 years of industry experience, currently affiliated with Raymond James Financial in Charleston, SC. His career includes roles at Truist Investment Services, BB&T, and Pinnacle Financial Partners. He is also an associate employee at Pinnacle Asset Management in a non-investment-related support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to individuals, high-net-worth clients, corporations, and institutions. The firm employs a tailored, non-discretionary planning approach using analytical tools and supports municipal and public-finance work, along with specialized advisory programs.