Charles Collier is a Series 66-licensed advisor at Raymond James Financial with one year of industry experience. Prior to joining Raymond James, he worked at William Morris Endeavor and spent several years in education at the University of Tennessee and Christ Presbyterian Academy. He is also a junior advisor affiliated with Pinnacle Asset Management and Burton Hills Investment Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through its advisory programs and partnerships, including a municipal advisor affiliation and a SIMPLE IRA Employer Advisory & Consulting Services program.

Lucy Chism is a Series 66 registered advisor at Raymond James Financial with 19 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, U.S. Bancorp Investments, and Truist Investment Services. She also works as a client associate and financial advisor assistant at Pinnacle and Radnor Capital Partners in Nashville. 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, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary consulting supported by analytical tools and provides specialized services such as municipal and public finance advisory and SIMPLE IRA employer consulting.

Gary Collier is a financial advisor with Raymond James Financial in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Raymond James and affiliated entities since 2009 and previously spent five years at Stifel and one year at Powell Johnson. Outside of his advisory role, he serves as Executive Director at Pinnacle Asset Management and as a Private Wealth Manager with Burton Hills Investment Partners. 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, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools, supports institutional consulting, and has unique affiliations supporting municipal and public finance work.

James Aid is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at Pinnacle Asset Management, City National Bank, RBC Capital Markets, Wells Fargo Clearing, and Marsh Securities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and various organizations. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, and supports municipal and public finance work through its affiliation with a municipal advisor.

Joseph Martinez is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the ChFC® designation and Series 63 and Series 65 licenses, and has 24 years of industry experience. Prior to joining Raymond James, Martinez worked at Wells Fargo Clearing, U.S. Bancorp Investments, Ameriprise, and Truist Investment Services. Outside of his advisory role, he is a partner in several business ventures in the Nashville area, including a restaurant partnership. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.