Paul Gaskin is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Charlotte, NC, holding Series 63 and Series 65 credentials and having 29 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for eight years before joining Raymond James in 2017. In addition to his advisory role, he operates Gaskin Asset Management, an independent financial services company affiliated solely with Raymond James to serve financial planning and investment clients. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to assess client goals and supports various advisory programs, including municipal and public-finance work uncommon among large institutional advisors.

Summer Sneed is a financial advisor with Raymond James Financial in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Raymond James Financial Services, Inc. for four years and was involved with Providence Baptist Church for nine years. She is also an advisor for Gaskin Asset Management, LLC, a support company unrelated to investment activities. 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, pension plans, corporations, and charitable organizations. The firm uses risk profiling and analytical tools to tailor investment consulting and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Dennis Rankowitz is a financial advisor with Raymond James Financial, holding the CFP® designation and Series 63 and 66 licenses. He has six years of industry experience, including roles at Avatar Securities, Xanthus Capital Management, Axa Advisors, and Wells Fargo. Outside of Raymond James, he works as a portfolio strategist and financial advisor with Gaskin Asset Management in Charlotte, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Ivey Baker is a CFP® professional with 15 years of industry experience, currently serving at Raymond James Financial in Charlotte, NC. Prior to joining Raymond James, Baker worked at Wells Fargo Advisors and has been involved with Appalachian State University's Department of Finance and Banking. Outside of advisory work, Baker owns IBFitClub, a lifestyle business focused on women's health, fitness, ADHD, parenting, and wellness content, delivered via Substack, Instagram, and in-person workouts. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance advisory services, distinguishing itself with specialized programs and targeted partnerships.

Robert Gaskin is a financial advisor with Raymond James Financial Services Advisors Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Raymond James since 2017 and was previously with Wells Fargo Advisors Financial Network LLC for eight years. Gaskin is also the managing member and CEO of Gaskin Asset Management, LLC, a financial planning and asset management practice he has operated since 2006. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth families, corporations, and institutional investors. The firm employs a non-discretionary, tailored advisory approach supported by advanced analytical tools and maintains unique capabilities in municipal advisory and SIMPLE IRA employer consulting services.