Wesley Smith is a CFP®-certified financial advisor with Raymond James Financial Services Advisors, Inc., bringing 14 years of industry experience. He has worked at Raymond James since 2012 and previously held roles at Daily & Francis Financial Services. Outside of his advisory practice, he is involved in managing Oak Knoll Insurance Strategies and supports bookkeeping for his wife’s piano and music lesson business, Prairie Lane Studios. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling, along with specialized programs for municipal finance and SIMPLE IRA employer advisory services.

Michael Manner is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial and its affiliated entities since 2007. Outside of his advisory role, he is involved with Oak Knoll Financial Strategies, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary, tailored approach using analytical tools to support client goals and provides specialized municipal and public finance advisory services.

Kara Mason is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2015, alongside roles at Oak Knoll Financial Strategies and Integrator Consulting Services. Outside of her advisory work, she is involved in affiliate marketing for platforms such as TikTok, LTK, and Amazon. 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 investors. The firm offers tailored, non-discretionary planning and employs analytical tools to help clients evaluate potential outcomes.

Michael Merten is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 65 designation and has been with Raymond James Financial Services Advisors Inc. since 2009. Outside of his advisory role, he provides accounting, bookkeeping, payroll, and tax preparation services through Chamness & Merten. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal advisory and SIMPLE IRA employer consulting.

Stephen Francis is a CFP® professional with 21 years of experience at Raymond James Financial in Wilmington, Illinois. He holds the Series 66 designation and has managed agricultural operations through Oak Knoll Farm/Francis Bros. for over a decade. His work history includes leadership roles in various tax, insurance, and financial services companies since 2005. 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 employs tailored, non-discretionary planning using risk profiling and analytical modeling, and supports clients through advisory programs and institutional portfolio management.