Rebecca Cates is a CFP® with 15 years of industry experience, currently affiliated with Raymond James Financial. She has previously worked at Wells Fargo Advisors LLC and is an independent contractor for R. Thornton Cates Financial Group, where she focuses on financial planning and investment management. Raymond James Financial Services Advisors, Inc. offers financial planning and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses analytical tools and tailored planning approaches, supporting a broad advisor network and maintaining specialized programs for municipal finance and employer retirement plans.

Kent Nuzum is a financial advisor with Raymond James Financial Services Advisors, Inc. in Roswell, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He is the owner of Nuzum Wealth Management and has prior experience with Wells Fargo Clearing. Nuzum also serves as Treasurer and Officer of the nonprofit Milton Veterans Memorial Markers. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public‑finance work through a unique affiliate arrangement.

William Perkins is a financial advisor at Raymond James Financial with 44 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Advisors. Perkins serves as a member of the Alpharetta Planning Commission. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as deterministic and probability modeling to support investment decisions.

James Broadway is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing. Broadway is also involved as a partner in Roswell 4 Freedom LLC and owns Broadway Financial Group, businesses based in Roswell, GA. 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 supports municipal and public-finance work through a unique affiliation with a municipal advisor.

James Broadway Jr. is a financial advisor at Raymond James Financial with 11 years of industry experience. He has worked at Raymond James since 2018 and previously held a position at Wells Fargo Clearing from 2014 to 2018. In addition to his advisory role, he is involved with Roswell 4 Freedom, a nonprofit organization, where he dedicates significant time. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm uses risk profiling and analytical tools to deliver tailored, non-discretionary planning and advisory solutions.

Kyle Evens is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds a Series 63 designation and has worked with firms including Wells Fargo Clearing. In addition to his advisory role, Evens is the owner of Evens Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services and supports municipal and public-finance work through a municipal advisor affiliation.