Melissa Parkins is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial. She has held roles at Raymond James Financial Services, Inc. since 2012 and has been involved with Southworth & Wilson, Inc. since 2018 in a non-investment support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary planning supported by advanced analytical tools and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wendy Wilson is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 65 and Series 66 designations and has 24 years of industry experience. Wilson has been associated with Raymond James in various capacities since 2001 and co-owns Southworth & Wilson Inc. in Troy, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting aligned with client goals and supports a broad network of advisors and affiliated firms.

Jacob Bourassa is a financial advisor with Raymond James Financial in Troy, Michigan, holding a Series 66 designation and one year of industry experience. He has worked with several firms, including Commonwealth Financial Network and Mann Financial Group. Outside of his advisory role, he is associated with Southworth & Wilson, Inc. in a non-investment support capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutions. The firm provides tailored, non-discretionary advice using analytical tools and supports advisory programs that incorporate technology and municipal finance expertise.