Karen Schleuss is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at Raymond James since 2021 and previously held positions at LPL Financial and Bank of Charles Town. Schleuss is also associated with Clarity Planning, a support company tied to Raymond James. Raymond James Financial Services Advisors, Inc. serves individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides tailored financial planning and investment consulting using risk profiling and analytical tools and offers a range of advisory programs supported by technology and specialized services such as municipal advisory and employer consulting.

Karen Coyne is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Raymond James since 2007 and previously worked briefly at Edward Jones. Outside of advising, she is an author and owns Fresh Events, an LLC supporting funding for study groups and retreats. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored planning and consulting using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.