Alyssa Fortner is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 license and has three years of industry experience. Her work history includes roles at various Raymond James entities and The Kitchen. She is also involved with The Barber Group LLC in a client support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and advisory programs supported by analytical tools and has notable municipal and public-finance expertise.

Phoebe Martin is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, she worked at Fidelity Investments and Primerica. 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 clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

William Crossman is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and previously worked for Nationwide Insurance for 18 years. Outside of his advisory role, he owns a cattle farming business and a lawn care business established for his son. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, alongside unique municipal advisor affiliations and specialized advisory programs.