Katherine White Hartman is a financial advisor at Raymond James Financial with two years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2023. Outside of finance, she is the owner of a small business focused on writing and publishing books and occasionally participates in speaking events. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports its clients through various advisory programs and institutional consulting.

Daniel Williams is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. He has worked with Bush Investment Group and operates his own firm, Williams Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs in municipal and public finance as well as SIMPLE IRA Employer Advisory services.

David Astry is a financial advisor at Raymond James Financial with 17 years of industry experience and holds a Series 66 designation. He has been with Raymond James Financial Services since 2010. Outside of his advisory role, he provides investment and financial advice as an independent contractor for Bush Investment Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Carolyn Tewell is a financial advisor at Raymond James Financial with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services, Inc. since 2008. Outside of her primary role, she works as an independent contractor financial planner for Bush Investment Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm uses non-discretionary planning and analytical tools to tailor recommendations to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

Andrew Alexander is a financial advisor with Raymond James Financial in Meadville, PA, holding a Series 66 designation and 20 years of industry experience. He has worked with Raymond James Financial and its affiliated entities since 2006 and has served as an independent contractor and officer for Bush Investment Group, LLC since 2009. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs for municipal finance and SIMPLE IRA employer advisory services.