Megan Pegan Naylor is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds the Series 66 designation and has been with Raymond James Financial Services Advisors, Inc. since 2015. Outside of her advisory role, she is an associate at Schweitzer Capital Group, LLC, where she performs general office duties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and supports its clients with analytical tools and advisory programs.

David Schweitzer is a financial advisor with Raymond James Financial in Traverse City, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with Raymond James Financial Services, Inc. since 1999 and founded Schweitzer Capital Group, LLC in 2011. He currently serves on the board of Wolverine Power Cooperative, an electric power generation nonprofit. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.