Robert Koppenhofer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James since 2012. Koppenhofer also works as an associate at Williamson Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using detailed analytical tools and supports municipal and public-finance work through unique affiliations.

David Coss is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services, Inc. since 2002. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Thomas Cooley is a financial advisor with Raymond James Financial in Cornelius, NC, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior work includes roles at Soft Point Media, JB Office, and Eveleigh. He is also involved with Williamson Wealth Group, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, offering tailored, non-discretionary planning through analytical tools and supporting a broad advisor network. The firm has notable municipal advisory capabilities and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Dave Edwards Jr. is a financial advisor with Raymond James Financial with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Raymond James Financial Services Advisors Inc. since 2017, following six years at Wells Fargo Advisors. He serves as a successor trustee for Koppenhofer. 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 delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Edwin Gresham is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James Financial Services Advisors Inc. since 2012. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and provides a range of advisory programs and consulting services.

Kimberly Kaylor is a financial advisor at Raymond James Financial with 17 years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial for 11 years. Kaylor is also involved with Williamson Wealth Group, a support company based in Cornelius, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes, supporting clients through advisory programs and a broad advisor network.

Jarred West is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Janney Montgomery Scott LLC and Wells Fargo Clearing. He is also an associate at Williamson Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individuals, institutions, and charitable organizations, offering tailored non-discretionary planning supported by analytical tools and a network of affiliated advisory firms.

Jason Ma is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at JPMorgan Securities LLC, Bank of America, Merrill, and Wells Fargo Clearing. He is also involved as an associate at Williamson Wealth Group in Cornelius, NC, where he works as a wealth advisor managing client assets. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Thomas Oddo is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 credentials and has 40 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1991 and has operated Oddo Financial Services since 2005. In addition to his advisory work, he serves as a professor at Davidson College. 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 tailored, non-discretionary planning using advanced analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Tiffany Guarino is a financial advisor at Raymond James Financial with a Series 65 credential and three years of industry experience. She previously worked at Cornerstone Wealth Group for six years. Outside of her advisory role, she is employed at Williamson Wealth Group in client relations and office administration. 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, institutions, and charitable organizations. The firm uses a tailored, non-discretionary planning approach supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Dean Williamson is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and with Raymond James Financial since 2009. Outside of advising, he is the owner of Eagles Nest Winery, a winery and wine bar in North Carolina, and he has authored a book. 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 tailored, non-discretionary planning and consulting using advanced analytical tools and supports a broad network of advisors with specialized programs and consulting services.

David Schiff is a CFP® professional with 24 years of industry experience, currently affiliated with Raymond James Financial in Cornelius, NC. He has been with Raymond James Financial Services, Inc. since 2002 and with Raymond James Financial since 2009. In addition to his advisory role, Schiff owns Schiff Financial, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to model potential outcomes.

Larkin Wobbe is a CFP® certified financial advisor with 12 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, where he has worked since 2022. Prior to this, he held positions at Wells Fargo Bank, Wells Fargo Clearing, and Equitable Advisors. Outside of his advisory role, he is also an associate at Williamson Wealth Group, contributing over 80 hours monthly to client service and acquisition. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports a broad advisor network with services that incorporate advanced analytical tools and technology.