Debra Pickett is a CFP®-certified financial advisor with six years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She previously worked at Edward Jones and held roles in various industries including pharmaceuticals and manufacturing. Pickett serves as a committee member on the Town of Leland Economic Development Committee. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs a tailored, non-discretionary planning approach using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jonathan Tait is a CFP® professional with 25 years of industry experience, currently affiliated with Raymond James Financial in Leland, NC. He has worked at Raymond James Financial since 2006, with prior experience at Capital Investment Companies and A&J Holding, Inc. Outside of his advisory role, he is the owner of J. Murray & Associates, Inc., a tax reporting S-corp, and co-owner of Little Rosa Properties LLC, which holds his portion of Southern Tait Holdings LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and investment consulting, utilizing risk profiling and modeling tools, and supports its clients through advisory programs and institutional portfolio management.