Leah Jenkins is a financial advisor at Sterling Wealth Advisors, Inc. in Columbia, TN. She holds a Series 65 designation and has been with Sterling Wealth Advisors since 2008. Prior to that, she worked at Nashville Turf in 2017. Sterling Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fee-only structure and uses a combination of fundamental and technical analysis to tailor portfolios primarily with no-load mutual funds, ETFs, bond funds, U.S. government securities, and cash equivalents.

Joshua Loveall is a CFP® with 15 years of experience in the financial industry. He has been with KB Financial Advisors LLC since 2014. KB Financial Advisors serves individuals, high-net-worth clients, trusts, and estates by providing investment advisory services, financial planning, and related consulting. The firm offers discretionary portfolio management using fundamental analysis and includes annual tax-return preparation as part of its service packages.

James Garrison is a financial advisor at Silver Oak Securities, Incorporated with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Silver Oak since 2020, following a six-year tenure at Thurston Springer Miller Herd & Titak, Inc. Outside of his advisory role, Garrison is involved in beekeeping through Garrison Honey Farms and serves as Minister of Music at Highland Baptist Church in a bi-vocational capacity; he also holds leadership roles with the Tennessee Beekeepers Association and the National Association of Christian Financial Consultants. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers customized portfolio management, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis across a range of securities and using both internal and external due diligence processes.

Hannah Colbert is a financial advisor at SageSpring Wealth Partners with four years of industry experience. She holds a Series 66 designation and has previously worked with several firms including Raymond James Financial Services and Montgomery & Associates. Colbert currently supports the Swatzell Wealth Team in addition to her role at SageSpring. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets across a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, employing a goals-based portfolio management approach that incorporates asset allocation, monitoring, and the use of various investment strategies.

George Swatzell is a financial advisor and partner at SageSpring Wealth Partners with 16 years of industry experience. He has worked at Raymond James Financial Services from 2014 to 2024 and has been with SageSpring Wealth Partners since 2014. Outside of advising, he is also licensed as an insurance agent, assisting clients with life, long-term care, and disability insurance. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm offers discretionary investment management and financial planning with customized portfolios that utilize a variety of asset types and leverage both fundamental and technical analysis.

Andrew Varnedoe is a CFP® professional with six years of industry experience, currently serving as a financial advisor at EverSource Wealth Advisors, LLC. Prior to joining EverSource in 2024, he worked at Thrivent Financial and Thrivent Investment Management Inc. from 2020 to 2024. EverSource Wealth Advisors serves a diverse client base including individual, high-net-worth, and institutional clients. The firm offers wealth management, portfolio management, financial planning, and a range of support services for independent RIAs and advisor teams, utilizing multiple investment programs and a combination of proprietary and third-party strategies.

Matthew Storey is a Series 66-licensed financial advisor with ten years of industry experience, currently with Navy Federal Investment Services, LLC. His prior roles include positions at Wells Fargo and Edward Jones before joining Navy Federal. He operates out of Columbia, Tennessee. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through both advisory programs and brokerage channels, utilizing third-party portfolio managers on the Envestnet platform.

Thomas Young is a CFP® with six years of industry experience, currently serving as a financial advisor at Independent Financial Partners. He previously worked at Tennessee Valley Asset Management Partners, LPL Financial, Edward Jones, First Citizens Bank, and Regions Bank. Outside of his advisory role, Young is involved with Grow Live Give, a wealth management and financial planning business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both decentralized investment strategies and centralized asset management options, with a notable focus on formal retirement-plan advisory and pension consulting services.

Peter John Brownrigg is a financial advisor with Empower Advisory Group in Columbia, TN, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, LPL Financial, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is involved in agricultural sales, coordinating the private sale of hay grown on his land. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated model aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and serves a large participant base relative to its advisor headcount.

James Davis Jr. is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he serves on the finance committee of Zion Presbyterian Church and teaches geometry at Zion Christian Academy. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with decentralized investment strategies while offering centralized asset management options and specialized retirement-plan advisory and pension consulting services.

Bradden Kimes is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at Harvest Wealth Management and LPL Financial. He is also a commissioned notary public. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs through a variety of strategies and platforms.

Gregory Hood is a Series 66-licensed advisor with Private Advisor Group, LLC, based in Columbia, TN, and has eight years of industry experience. He previously worked at Edward Jones and Polyguard Products, Inc. Hood is also a licensed Notary Public in Tennessee and is employed part-time at Destiny Church. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Andrew Hill is a financial advisor with Eagle Strategies (New York Life) in Lewisburg, Tennessee, holding the ChFC® and Series 63 designations. He has 26 years of experience in the industry, including roles with New York Life Insurance Company and NyLife Securities LLC since 2000. Hill also operates Pickens Hollow Financial Group LLC, through which he has established a local scholarship program for area high schools. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Julia Mc Cray is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. She holds a Series 66 designation and has previously worked with NYLIFE Securities LLC, Pickens Hollow Financial Group, and New York Life insurance company, where she spent 28 years. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement advisory services. The firm provides tailored advice across multiple program types and manages a substantial portion of assets on a non-discretionary basis.

Jessica Smith is a financial advisor with Integrated Wealth Concepts LLC in Chapel Hill, TN, holding a Series 66 designation and 13 years of industry experience. She has previously worked at Bankers Life and its affiliated entities from 2009 to 2025. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach using mutual funds, ETFs, equities, and fixed income while sponsoring wrap-fee programs and custom portfolio solutions.

Teddy Choate is a financial advisor with Empower Advisory Group in Columbia, TN, holding Series 63 and Series 65 designations and having 11 years of industry experience. His prior roles include positions at Gwfs Equities, Inc., Principal Securities INC, Principal Life Insurance Company, and Vanderbilt Legends Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering financial plans that emphasize long-term returns, annual rebalancing, and savings rates.

Rafal Fidowicz is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and 66 licenses and has worked at Morgan Stanley since 2018, following two years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Steve Lewis is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1993. Outside of advising, he owns a condo timeshare in Destin, Florida. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals and institutions. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,000 advisors.

Eric Wellons is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and previously worked at George Wealth Group, Commonwealth Financial Network, Southwestern Investment Advisory Services, and Raymond James Financial Services Advisors. Outside of advising, he is involved with J & E Partners PLLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Benjamin Davidson is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He previously worked at Ramsey Solutions for eight years and Ascential Care Partners for two years. Davidson holds a Series 65 designation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals and provides both proprietary and third-party model strategies with various custody and platform options.

Jeremy George is a CFP® professional with 22 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at firms including George Wealth Group, Commonwealth Financial Network, and Raymond James Financial. Jeremy is also involved with J&E Partners PLLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, incorporating discretionary and non-discretionary management supported by research and technology-driven solutions.

Scott Hill is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at PricewaterhouseCoopers LLP and Vanderbilt University's Graduate School of Management. Hill has also been involved in business development activities outside his advisory role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice that incorporates investment research and tax-aware withdrawal strategies.

Shantele Hoover is a financial advisor with Edward Jones in Columbia, TN, holding a Series 66 credential. She has experience working in different sectors, including seven years at FilmPac and five years at EyeCare Focus & Specialties, before rejoining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients with a range of strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm is notable for its large national network of advisors and branches, as well as its affiliated trust company and securities-based lending options.

Cade Morgan is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked in various roles, including a position at Leisure Time Pool & Spa. Outside of his advisory work, he is involved with Grace Financial Partners, where he conducts client meetings and assists other advisors. 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 analytical tools and tailored risk profiling to support client goals and offers specialized programs including municipal advisory and SIMPLE IRA consulting.

Elliott Sanderson is a financial advisor at Edward Jones in Columbia, TN, holding a Series 66 designation. He joined Edward Jones in 2026 and has previously worked at Nissan North America Motor Company and other firms, accumulating several years of professional experience outside the financial industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Brian Sanderson is a financial advisor at Edward Jones in Columbia, TN, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Sandman Creative Group LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 financial advisors nationwide.

Kathryn Lintz is a financial advisor at Ameriprise with 10 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and Michael Wealth Management Group. She serves on the Board of Directors for Young Professionals of Marshall County as Secretary/Treasurer. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, offering tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team.

Audrey Sanderson is a financial advisor at Edward Jones with credentials including the Series 66 designation. She has experience working at Edward Jones since 2019 and has held roles outside the financial industry, including involvement with Richmond United Soccer Club and The Health Management Academy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of advisors and branch offices.

Gaye Pike is a CFP® professional with 26 years of experience in the financial services industry. She is currently affiliated with Osaic Wealth Inc and previously worked at NBC Securities, Inc. for 17 years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, employing various tools and platforms to construct and manage portfolios on both discretionary and non-discretionary bases.

Brett Crouse is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at OSAIC Wealth Inc, Caledonian Financial, Liberty University, and other organizations. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and provides access to multiple advisory platforms and third-party money managers.

Rebecca Nicholson is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management. She joined Merrill Lynch in 1996 following a career as a petroleum engineer. In her current role, Rebecca works with high net worth individuals, families, and business owners to understand their financial goals and develop tailored strategies to achieve them. Rebecca leads an advisory team that emphasizes a consultative approach, involving clients fully in the wealth management process. She conducts thorough investment assessments to gauge clients’ investment purposes and risk tolerances and makes periodic reviews to provide recommendations aligned with clients’ objectives and market conditions. As a qualified Portfolio Manager, Rebecca manages personalized and defined investment strategies that can include individual securities, Merrill Lynch model portfolios, and third-party investments, sometimes on a discretionary basis under the firm’s Investment Advisory Program. She holds professional designations including Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning CounselorSM (CRPC®), and Personal Investment Advisor (PIA). Rebecca earned her bachelor’s degree in Geological Engineering from the Colorado School of Mines.

Emily Henry is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Cambridge, she worked at Jackson National Life Distributors and SKC Financial Group. Outside of finance, she has experience with B9 Models and Opry Entertainment. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment implementations, including proprietary models and third-party strategies, with options for discretionary or non-discretionary management tailored to client objectives.

Jesse Clayton is a financial advisor at Osaic with 11 years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. Prior to joining Osaic Wealth Inc., he worked at Woodmont Investment Counsel, LLC for 14 years. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing various asset-allocation tools and investment options to construct portfolios managed on a discretionary or non-discretionary basis.

Thomas Sneed is a financial advisor at OSAIC Wealth Inc. with 12 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at NBC Securities, Inc. for 12 years before joining OSAIC in 2025. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and uses firm-provided tools for portfolio construction and management.

Thomas Snyder is a CFA® charterholder and financial advisor with LPL Financial, bringing four years of industry experience. Prior to joining LPL Financial in 2022, he worked briefly at Eight Oaks Financial and served in the U.S. Air Force. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing a range of model portfolios and research to support diversified investment strategies.

Michael Wickberg is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 25 years of industry experience. He previously worked at LPL Financial for 16 years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service tailored for individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income advice through a centralized consulting team.

Glenn Campbell is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise in Columbia, TN. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for clients nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to tailor recommendations, primarily for assets held in Ameriprise-managed accounts, while also offering a broad range of advisory, brokerage, and insurance solutions.

Jeret Crouse is a financial advisor at OSAIC with a Series 66 credential and one year of industry experience. He is also affiliated with Horrell Company, a commercial real estate firm, where he maintains a real estate license and provides occasional consultation and referrals. Jeret’s background includes roles at Caledonian Financial and experience in educational settings. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated financial services and employs tools such as asset-allocation models, risk assessment, and automated rebalancing to construct portfolios across various asset classes.

Lee Hooks is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Columbia, TN since 2024. His prior experience includes roles at LPL Financial, Private Advisor Group, HWM LLC, and Harvest Wealth Management. He is also a co-owner of Highland Wealth Management, which manages his Ameriprise business. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Mark Meyer is a financial advisor at Ameriprise with 27 years of industry experience. He holds the Series 66 designation and has worked at firms including Fifth Third Securities and First Farmers & Merchants Bank. Outside of his advisory role, Meyer officiates middle, junior, and high school football games with the Middle Tennessee Football Officials Association. Ameriprise offers retirement-income planning services for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Weisley Frazier Jr. is a CFP®-certified financial advisor with Raymond James Financial, bringing 22 years of industry experience. He has been with various divisions of Raymond James since 2013. Outside of his advisory role, he is an officer and secretary of Grace Financial Partners Inc., a support company related to his business activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, utilizing tailored, non-discretionary strategies that incorporate advanced risk profiling and modeling tools. The firm supports a broad network of advisors and offers specialized services, including municipal finance and SIMPLE IRA Employer Advisory programs.

Montgomery Jackson is a financial advisor with Osaic Wealth Inc. based in Columbia, TN. He holds Series 63 and Series 65 credentials and has one year of industry experience. His work history includes roles at Caledonian Financial, Inc., Ryder System, Inc., and R. Scott Jackson, Law. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing a variety of asset-allocation tools and third-party platforms to manage portfolios on discretionary or non-discretionary bases.

Nicholas Beck is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he is involved in youth baseball officiating through the Columbia American Little League. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs, including discretionary and non-discretionary strategies, affiliated mutual funds, and trust services, supported by a large nationwide network of advisors and branch offices.

Nicole Drejerwski is a financial advisor with Edward Jones in Columbia, TN, holding Series 66 and Series 63 licenses and having 14 years of industry experience. She previously worked at Nationwide Investment Services Corporation and Prudential Annuities Distributors, Inc., including a decade at The Prudential Insurance Company of America. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Montee Sneed is a CFP® with 40 years of industry experience, currently serving with Osaic Wealth Inc. since 2025. He has worked at Caledonian Financial since 2005 and was previously at NBC Securities, Inc. for 20 years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with access to multiple advisory platforms and third-party money managers. The firm employs a variety of asset-allocation tools and portfolio construction methods, supporting both discretionary and non-discretionary accounts.

Robert Morgan Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Raymond James and its related entities since 2013 and previously worked at Grace Financial Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to model potential outcomes and supports a range of advisory programs and institutional consulting services.