Jonathan Coker is a CFP® practitioner with over 21 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He co-owns Wilson Coker Wealth Advisors LLC and holds leadership roles in related business entities, including Wilson Coker Meyers LLC and Wilson Coker Peterman Group. His business activities extend to managing and overseeing administrative and financial operations within these firms. 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, and institutions. The firm employs a non-discretionary approach tailored to client goals and supports municipal and public-finance advisory services, along with specialized employer consulting programs.

David Proffitt is a financial advisor with Raymond James Financial in Rogers, Arkansas, holding a Series 66 designation and having six years of industry experience. His career includes roles at Mass Mutual Investors Services and American National Insurance Company. Outside of his advisory work, he has experience in the food service industry, having been involved with Wright's Barbeque and Bizy's Custom Catering. 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, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to help clients pursue their financial goals and supports a broad network of advisors and affiliated firms.

Kevin Wilson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Raymond James since 2015 and also served on the Huntsville School Board of Education since 2014. Outside of advisory work, Wilson is involved in several business ventures as a managing member of multiple LLCs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its unique municipal advisor affiliation.