Shannon Waddell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and having 28 years of industry experience. Prior to joining Raymond James in 2025, Waddell spent 14 years at LPL Financial and has been affiliated with Trustmark Bank and Trustmark Financial Services for over two decades. Outside of advisory work, Waddell serves as Administrative Manager at Trustmark Financial Services, overseeing administrative support and operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm emphasizes tailored, non-discretionary planning driven by analytical modeling and supports municipal and public-finance work through unique affiliations not common among large institutional advisors.

Michael Zito Jr. is a financial advisor at Raymond James Financial with 36 years of industry experience. He has worked at LPL Financial for 14 years and holds Series 63 and Series 65 designations. Zito is also Vice President and Advisor at Trustmark Bank. 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 supported by analytical tools and has specialized municipal and public-finance capabilities.