Colby Eckert is a financial advisor at Raymond James Financial with six years of industry experience. He holds the Series 66 designation and has worked since 2019 with both Raymond James Financial Services, Inc. and Jones Monk and Ranson LLC in an independent contractor capacity. Prior to his advisory roles, his background includes positions at Abercrombie and Fitch and Energy Corp of America. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to align investment strategies with client goals, supporting implementation through various advisory programs and partnerships.

Joseph Wind is a financial advisor with Raymond James Financial Services Advisors, Inc. in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Prior to joining Raymond James in 2026, he worked at Edward Jones for six years and held roles at ADP and DXC. He serves on the finance and investment committee of St Giles Presbyterian Church, providing oversight of the church’s operating budget and expenditures. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm employs a non-discretionary, tailored approach using risk profiling and modeling tools to help clients evaluate potential investment outcomes.

Emily Capley is a Series 66-licensed financial advisor with six years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., having joined in 2025, and previously worked for UBS Financial Services for five years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with a notable focus on municipal and public-finance advisory services.