Carl Raggio III is a financial advisor at Edward Jones with four years of industry experience. He holds Series 66 and Series 63 licenses and previously held roles in consulting and apparel businesses, including ownership of CWR3 Consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of advisors and branch offices.

Michele Ing is a CFP® with 28 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She has worked at Raymond James since 2018 and previously spent 14 years with Edward Jones. Outside of her advisory role, she is involved with Simpatico, a financial planning support company, where she serves as an associate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofits. The firm utilizes a tailored, non-discretionary approach supported by risk profiling and analytical tools, and it maintains a distinctive municipal advisory affiliation and specialized employer advisory programs.