Aaron Ball is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lexington, KY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Merrill Lynch, Fifth Third Securities, and Bank of America. He is also affiliated with Cumberland Valley National Bank as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support client goals, with a notable municipal and public-finance advisory capacity uncommon among large institutional advisors.

Whitney Greer is a financial advisor with Raymond James Financial Services Advisors, Inc. (RJFSA) in Lexington, KY, holding a Series 66 designation and having 12 years of industry experience. Prior to joining Raymond James in 2025, Greer worked at Cetera and Cumberland Valley Investments. Outside of advisory roles, Greer serves as a director and committee member of Cumberland Valley Financial Corporation and manages rental properties. 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 supports municipal and public finance work, with specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.