Gary Smith is a financial advisor with Raymond James Financial in Dallas, TX, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Raymond James Financial since 2009 and at Raymond James Financial Services, Inc. since 2002. Outside of his advisory role, he is CEO of Gary C. Smith, P.C., CPA, an accounting firm specializing in tax return preparation and financial statement compilation. 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 institutional clients. The firm offers non-discretionary, goal-tailored planning and consulting, utilizing analytical tools and risk profiling, and supports a large advisor network with specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Claudia King is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Dallas, TX. She has held roles at Raymond James Financial Services Advisors, Inc. since 2009 and has been involved with insurance-related support companies since 2010. Outside of her advisory work, she is an independent consultant with Mary Kay. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm uses risk profiling and analytical modeling to tailor non-discretionary advice to client goals and offers institutional consulting and specialized municipal advisory services.

Ann Marie Spillman is a financial advisor at Raymond James Financial with four years of industry experience. She holds a Series 66 designation and has worked with Raymond James since 2026. Outside of her advisory role, she is involved with Art 2 Catering, a business she has been part of since 2022. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary strategies supported by analytical tools and technology.