Carl Todd is a financial advisor at Raymond James Financial with 42 years of industry experience. His background includes a long tenure at JPMorgan Chase Bank and a recent role at Oppenheimer & Co. He is currently associated with First Bank and First Bank Investment Partners in Florence, AL, where he serves as a financial advisor. 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 tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Daniel Taylor Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Florence, Alabama, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Raymond James and affiliated entities since 2013 and is also associated with FirstBank Investment Partners. Outside of his advisory role, he is involved in real estate brokerage and development as the owner and partner of several property-related businesses. 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 offers tailored, non-discretionary planning and consulting using advanced risk and outcome modeling and supports its clients through various advisory programs and institutional consulting services.

Jeannie Mc Nary is a financial advisor at Raymond James Financial with a Series 66 designation. She has experience working with Raymond James and FirstBank-related entities since 2023. 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, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal and public finance advisory services.

John Dixon is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., based in Florence, Alabama, with 18 years of industry experience. He previously worked with Raymond James & Associates for 10 years and has been associated with First Bank and FirstBank Investment Partners since 2023. Outside of his advisory role, he is involved as a partner in a local real estate brokerage firm. 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 tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting clients through various advisory programs, and maintains unique affiliations such as a municipal advisor and customized SIMPLE IRA Employer Advisory services.