Sarah Baker is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Raymond James in 2025, she worked at Edward Jones from 2019 to 2025 and has a background that includes roles at Delegat Inc USA and Southern Glazer's Wine & Spirits. She is also president of Baker & Co. Wealth Management, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jonathan Swart is a financial advisor with Raymond James Financial Services Advisors, Inc. in Wilmington, NC, holding a Series 66 designation and 13 years of industry experience. Prior to joining Raymond James in 2023, he worked at Edward Jones for nine years. He serves as a board member on the finance committee for Wrightsville United Methodist Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting focused on client goals, supported by analytical tools and a broad advisor network.

Stephen Batts is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for nine years before joining Raymond James in 2023. He is also involved with Batts Financial Group LLC. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs across a large network.

Shannon Chiarello is a CFP® and Series 66 credentialed advisor with six years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2025, and previously spent five years with Edward Jones. Outside of her advisory role, she is president of Chiarello Wealth Management, overseeing daily client management and financial planning operations. 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 using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.