Katherine Moran is a financial advisor with Raymond James Financial in Harrisonburg, VA, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been affiliated with Raymond James since 1999 and leads the Kathy Moran Wealth Group since 2017. Moran also owns Kathy Moran Financial Planning and Investments, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Adam Palmore is a CFP®-certified financial advisor with Raymond James Financial, based in Harrisonburg, VA, and has seven years of industry experience. He previously worked at Elite and has been involved with Raymond James since 2014. Outside of his financial advisory work, he is active as a musician, playing drums, writing, and recording songs. 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 institutions. The firm offers tailored non-discretionary planning and uses analytical tools to project potential outcomes, supporting clients through a broad advisory network and specialized programs.

Tyler Brass is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James-affiliated firms since 2015. Brass is also associated with Kathy Moran Wealth Group, a public-facing DBA connected to his advisory services at Raymond James. 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 using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.