James Powell III is a CFP® and holds a Series 66 license with six years of industry experience. He is currently affiliated with Raymond James Financial and Wilson Bank & Trust, having previously worked at First Horizon Bank and UBS. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisory services and specialized SIMPLE IRA Employer Advisory & Consulting program.

David Walden is a financial advisor with Raymond James Financial in Lebanon, Tennessee, holding a Series 63 designation and 26 years of industry experience. He has worked with Raymond James Financial Services, Inc. since 2000 and Wilson Bank & Trust and its investment services division since 2005. 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 employs tailored planning and analytical tools and offers a range of advisory programs and consulting services across an extensive advisor network.

Heidi King is a financial advisor at Raymond James Financial with 20 years of industry experience and holds a Series 66 designation. She has been with Raymond James Financialservices Advisors Inc. and related entities since 2013. King serves as a board member and committee member for the United Methodist Foundation for the Tennessee/Western KY Conferences, where she participates in investment portfolio meetings. 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, utilizing tailored non-discretionary planning and analytical tools to support client goals.

Zachary Stahl is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. and Wilson Bank & Trust. Outside of his advisory role, he is associated with Anchored Nutrition. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored non-discretionary planning using risk profiling and analytical tools, and is notable for its municipal advisor affiliation and specialized advisory programs.