Daniel Abbott is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Raymond James in 2021, he worked at LPL Financial and INVEST Financial Corporation. Abbott also serves as an insurance agent for Firstbank Insurance Inc., focusing on non-variable insurance products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth families, corporations, and institutional entities. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools and supports specialized municipal and public finance work.

Katy Cottle is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Chattanooga, TN. She previously worked for FTB Advisors, Inc. for 19 years before joining Raymond James and FirstBank in 2022. Outside of advisory activities, she is an associate and sales assistant at FirstBank Investment Partners. 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 clients. The firm offers non-discretionary, tailored planning and consulting supported by advanced analytical tools and maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.