Steven Brackman is a financial advisor with Raymond James Financial Services Advisors, Inc. in High Point, NC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He serves as co-trustee of his wife's trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work through unique affiliations.

Tracy Collins is a financial advisor at Raymond James Financial with 15 years of industry experience and holds a Series 66 designation. Prior to joining Raymond James, Collins worked at BB&T and Pinnacle Financial Partners. Outside of advisory work, Collins serves as a Licensed Bank Advisor at Pinnacle Asset Management, where they refer potential clients to Raymond James advisors and engage in holistic financial planning and banking strategies. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA employer consulting services.