Jonathan Malcolm is a financial advisor with Raymond James Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Raymond James, he held roles at firms including Daly Seven, Inc. and Vincent Valuations, and was involved with the YMCA of the Triangle. He is also associated with Elmore Financial Group, Inc., a support company based in Denver, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals through risk profiling and analytical tools, supporting a large network of advisors and affiliated firms.

Zachary Tussel is a Series 66-licensed financial advisor with eight years of industry experience, currently associated with Raymond James Financial Services Advisors, Inc. He has worked previously at Elmore Financial Group and New York Life. Outside of advisory work, he is a partner in non-investment businesses including Boats & Tows LLC and Clean Supreme Ventures LLC, and he is also involved in insurance sales. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools and supports advisory programs alongside institutional consulting and portfolio management.

Trudy Mullins is a financial advisor with Raymond James Financial Services Advisors, Inc. in Denver, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James since 2014 and is also an associate at Elmore Financial Group, where she performs administrative and financial assistant duties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations, utilizing risk profiling and analytical tools to inform non-discretionary planning and customized investment consulting.