Alan Burke is a financial advisor with Raymond James Financial in Salisbury, NC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has owned an accounting firm, Alan F. Burke, CPA, PA, since 1989 and serves as treasurer for the Rowan County Chamber of Commerce. Additionally, he manages a property business and leads a local band through Studio512, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations, delivering tailored, non-discretionary advice supported by analytical modeling and technology-driven tools.

Donald Osborne is a financial advisor with Raymond James Financial in Salisbury, NC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2002 and has also worked with Alan F. Burke, CPA, PA during his career. Outside of advising, Osborne is involved as a partner in a tax preparation business and holds a power of attorney role for family investment accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, using analytical tools and risk profiling, and supports a broad advisor network with specialized municipal and public finance capabilities.

Kurt Culbert is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and eight years of industry experience. Prior to his advisory role, he worked five years at NASCAR, Inc. Outside of finance, he serves as President of the NC Skeet Shooters Association and owns a small farming operation called Queen of the Grove. 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 corporations. The firm specializes in tailored, non-discretionary planning and employs analytical tools to support client goals while offering advisory programs and institutional consulting.