Carla Souther is a CFP® with 27 years of industry experience, currently associated with Raymond James Financial Services Advisors, Inc. since 2012. She serves as president and member of CNS of Wilkes County, LLC, a real estate brokerage, and is a board member of the nonprofit Womens Worth Alliance, where she contributes to content development and networking. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs analytical tools and risk profiling to deliver tailored, non-discretionary planning and supports both advisory programs and institutional consulting.

Kathleen Shepherd is a financial advisor at Raymond James Financial with three years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked with Capital Analysts and Lincoln Investment. Outside of her advisory role, she consults on protective clothing product development for Worldwide Protective Products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, utilizing tailored, non-discretionary planning and analytical tools to support individual, institutional, and high-net-worth clients.