William Dendy is a CFP® with 35 years of experience in financial advisory services, currently affiliated with Raymond James Financial in Dallas, TX. His prior experience includes roles at LPL Financial and Elite Financial Management. Outside of his advisory work, he is an attorney specializing in estate and family law, and he also operates an accounting practice focused on income tax preparation. 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, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Jerry Ingram is a financial advisor with Raymond James Financial in Dallas, TX, holding Series 63, 65, and 66 licenses and 22 years of industry experience. His prior roles include positions at LPL Financial and Elite Financial Management. He is also employed as an associate at Alicorn Investment Management, providing client support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm employs non-discretionary planning and consulting tailored to client goals and supports a broad advisor network with specialized municipal and public finance services.

Jeffrey Ragland is a financial advisor with Raymond James Financial in Dallas, TX, holding Series 63 and Series 66 designations and 21 years of industry experience. His career includes roles at Fidelity and its affiliated firms for over 15 years, as well as more recent positions at SMS and Alicorn Investment Management. He is currently associated with Alicorn Investment Management in a non-investment role as a registered branch associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to help clients evaluate potential outcomes, and is known for its municipal advisor affiliation and specialized retirement plan consulting services.