Kathleen Intelisano is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 28 years of industry experience. Prior to her current role, she worked at Wells Fargo Clearing and Saybrus Partners. Intelisano is also a 25% owner and branch manager of Independent Financial Partners, where she has supervisory responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutions. The firm uses risk profiling and analytical tools to deliver tailored, non-discretionary planning and supports a broad network of advisors and affiliated firms.

Marci Exum is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has been associated with Raymond James Financial Services, Inc. since 2000, including recent roles at Reveille Wealth Management and Raymond James Financial. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary consulting using risk profiling and advanced modeling tools, and supports clients through various advisory programs and partnerships.

Stephanie Martin is a CFP®-designated financial advisor with Raymond James Financial in Ocala, FL, bringing 11 years of industry experience. She has held roles at Reveille Wealth Management since 2022 and has been with Raymond James Financial Services Advisors, Inc. since 2021. In addition to her advisory work, Martin is involved with an affiliated independent practice operating under the Reveille name. 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, institutions, and charitable organizations. The firm uses a tailored approach with analytical tools to support non-discretionary planning and investment consulting and has unique municipal advisory affiliations and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.