Linda Kalies is a financial advisor at Raymond James Financial with 16 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and J.P. Morgan. Outside of her advisory role, she produces homemade cookies under the name LDK Cookie Creations. 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 emphasizes tailored, non-discretionary planning and consulting using risk profiling and analytical modeling to support client goals.

Sharon Porter is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 20 years of industry experience. Her prior roles include positions at Morgan Stanley, Bank of America, and Merrill Lynch. 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 and consulting using analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.