Kimberly Phelps is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has 31 years of industry experience. Prior to joining Raymond James in 2019, she worked at The Huntington Investment Company for 11 years. Phelps serves as a finance and investment committee member for the nonprofit Impact 100 Little Traverse Bay. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, employing analytical tools to support client goals and sponsors various advisory programs across a broad advisor network.

Kirsten Reynolds is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and beginning her advisory career in 2024. Prior to joining Raymond James, she worked extensively in the dance and performing arts sector, including roles with multiple dance companies and academies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA employer consulting.