Lance Shriver is a financial advisor with Raymond James Financial, holding Series 66 and Series 63 licenses and one year of industry experience. His background includes roles at Empower Advisory Group, Regions Bank, and a decade at Union Pacific Railroad Company before entering the financial services industry. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Cleopatra Jones is a CFP® with 23 years of industry experience currently affiliated with Raymond James Financial. She has worked extensively in wealth management and trust services at Central National Bank since 2002. Jones also holds a role providing sales support, client relations, and marketing for Central National Bank's Wealth Management & Trust Services Division. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through its unique municipal advisor affiliation.

Duane Blythe is a CFP® professional with 29 years of industry experience, currently serving at Raymond James Financial. He has held roles at Raymond James Financial Services, Inc. since 2000 and at Central National Bank since 1989, where he is Vice President and Trust Division Manager. Outside of financial services, he is involved in agricultural operations as a partner in family farm ventures focused on registered Angus cattle and farm real estate management. 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 utilizes analytical tools to support client decision-making, while also maintaining specialized programs for municipal finance and SIMPLE IRA employer consulting.