Elizabeth Scupin is a CFP® professional with 19 years of industry experience, currently with Raymond James Financial. She previously spent 12 years at Edward Jones and holds leadership roles at her own firm, Scupin Wealth Management, where she engages in financial planning and investment management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal and public finance as well as employer advisory services.

Marie Baker is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Durham, NC. She previously worked at Edward Jones for nine years before joining Raymond James in 2022. In addition to her advisory role, she co-owns an LLC focused on recruiting advisors to affiliate with her branch and is involved in an LLC that supports home-health services and youth basketball fundraising. 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 tailored, non-discretionary planning and consulting, using analytical tools to support client goals and maintains specialized programs in municipal advisory and SIMPLE IRA consulting.

Nathan Niles is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at TD Private Client Wealth for three years. Outside of his advisory role, he supports client services and administrative functions at Baker Wealth Advisors LLC. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network, with a notable municipal advisory affiliation and specialized SIMPLE IRA consulting services.