Bobby Phakonekham is a Series 66-licensed financial advisor with over 20 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at Wells Fargo Clearing, Wells Fargo Advisors LLC, Wachovia Bank, N.A., and Pinnacle Bank/Pinnacle Financial Partners. He is also involved with Pinnacle Asset in Huntsville, AL, where he works as a financial advisor building relationships and managing client investment accounts. 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 and profit-sharing plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports various advisory programs through its large advisor network.

Cynthia Gifford is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Pinnacle Financial Partners and BBVA Wealth Solutions. Outside of her advisory role, she is a partner in the investment-related business Tabba. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm emphasizes tailored, non-discretionary advice supported by analytical tools and provides distinctive municipal advisory services and specialized retirement plan consulting.

William Blount is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2025, he worked for Wells Fargo Bank and Wells Fargo Clearing for 11 years. He is also an associate at Pinnacle Asset Management, where he serves as a client service advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through various advisory programs and specialized consulting services.