Ingrid Schoppe is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services Advisors since 2013. Outside of her advisory role, she is an associate and registered client service associate at Tampa Bay Financial Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports a range of advisory programs and institutional portfolio management.

Sheldon Clark III is a CFP® with 35 years of industry experience, currently serving at Raymond James Financial Services Advisors Inc. since 2007. He also owns Tampa Bay Financial Planning and manages Klingel Brother LLC, which oversees term life insurance policies for its owners. Additionally, he is a managing partner of 3104 Northwood Office Park LLC, which owns the office condominium where his Raymond James business operates. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with municipal advisory and specialized retirement plan consulting services.

Thomas Kane is a CFP® professional with 28 years of industry experience, currently serving at Raymond James Financial since 2009. He holds Series 63 and Series 65 licenses and has been affiliated with Raymond James Financial Services, Inc. since 2001. Kane serves as a trustee on the Town of Belleair Police Pension Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and partnerships, including specialized municipal and public-finance services.

Michele Reese is a financial advisor with Raymond James Financial in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been associated with Raymond James Financial Services Advisors, Inc. and related entities since 2009, following a prior role at Banc of America Investment Services, Inc. from 2007 to 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, incorporating risk profiling and modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.