Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Dwight E
Verified by Warmer
Series 63, Series 65
Tampa, FL
Raymond James & Associates
Dwight Edwards is a financial advisor with Raymond James & Associates in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Raymond James & Associates, INC since 2016 and also worked at Raymond James & Associates from 2017 to 2018. Outside of his advisory role, he is involved in rental property ownership. Raymond James & Associates offers financial planning and investment consulting services to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.
Ian M
Verified by Warmer
Series 7, Series 65, AAMS®, Series 63, Series 6
Charlotte, NC
Raymond James & Associates
Ian McCann is a financial advisor at Raymond James & Associates in Charlotte, NC. Raymond James & Associates provides financial planning and investment consulting to a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses primarily through non-discretionary advisory relationships, and it maintains notable public finance and municipal services alongside its retail advisory offerings.
Henry T
Verified by Warmer
Series 63, Series 65, CFP®, Series 7
Nashville, TN
Raymond James & Associates
Henry is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 7, 63, Series 65 licenses (and CFP designation). He has nine years of industry experience. He serves as Treasurer and Board Member of the nonprofit’s Blind Early Services TN and Autism Career Training. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both retail and institutional clients through various advisory programs.
Christopher C
Verified by Warmer
CFP®, Series 63, Series 66
Florham Park, NJ
Raymond James & Associates
Christopher Conway is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. Prior to this, he worked at Deutsche Bank Securities Inc. from 2014 to 2016. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting with a focus on public finance and municipal work.
Amanda S
Series 66
Ft. Wayne, IN
Raymond James & Associates
Amanda Scheele is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James. Amanda is also involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad platform of portfolio management styles and affiliated research.
Elizabeth G
Series 66
Richmond, VA
Raymond James & Associates
Elizabeth Gillis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. She has worked at Raymond James since 2020 and previously spent five years with Lakeland Tours DBA WorldStrides. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services through a nationwide network of advisers.
Deborah V
Series 63
Stuart, FL
Raymond James & Associates
Deborah Vincent is a financial advisor at Raymond James & Associates with 26 years of industry experience. She previously worked at UBS Financial Services for 29 years. Vincent holds a Series 63 designation and is based in Stuart, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
James F
CFP®, Series 66
Franklin, TN
Raymond James & Associates
James Forster is a CFP® with 16 years of industry experience, currently serving at Raymond James & Associates since 2013. He is based in Franklin, TN, and participates on the investment committee of Saint-Andrew's Sewanee School’s advisory board. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and model managers.
Mark F
Series 63, Series 65
Farmington Hills, MI
Raymond James & Associates
Mark Forsthoefel is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2001. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles and notable municipal advisory services.
Andrew R
Series 66
Hunt Valley, MD
Raymond James & Associates
Andrew Rutherford is a financial advisor at Raymond James & Associates with a Series 66 designation and three years of industry experience. He previously worked at Morgan Stanley for six years before joining Raymond James in 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Dennis S
Series 63, Series 65
Beachwood, OH
Raymond James & Associates
Dennis Schwartz is a financial advisor with Raymond James & Associates in Beachwood, OH. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Raymond James, he worked for Newman & Company CPAs for eight years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipalities, and offers financial planning, investment consulting, and municipal advisory services through a broad network of advisors and affiliated entities.
Kevin W
Series 66
St. Petersburg, FL
Raymond James & Associates
Kevin Wunker is a Series 66-licensed financial advisor at Raymond James & Associates with three years of industry experience. He has worked at Raymond James since 2022 and previously held roles at PennyMac Loan Services and Founders Professional. His background also includes four years at Florida State University and four years at Pompano Beach High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing financial planning, non-discretionary investment consulting, and municipal advisory services.
Stephanie L
Series 66
Jacksonville, FL
Raymond James & Associates
Stephanie Lesso is a financial advisor at Raymond James & Associates with 13 years of industry experience. She held positions at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2025 before joining her current firm. She serves as a board member on the Federation Finance Committee, contributing to investment and budget oversight. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base with tailored financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Diego L
Series 66
Weston, FL
Raymond James & Associates
Diego Lutz is a financial advisor at Raymond James & Associates with a Series 66 designation and experience in the industry since 2025. Prior to joining Raymond James, he worked at JTC Group, Citi Group, and Scotia Wealth Management. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, providing financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.
Tyler P
Series 66
Anniston, AL
Raymond James & Associates
Tyler Pankey is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual and Auburn University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.
Abner C
Series 66
St. Petersburg, FL
Raymond James & Associates
Abner Cordova is a financial advisor with Raymond James & Associates holding a Series 66 designation and having recently begun his career in the industry. Prior to joining Raymond James, he worked at the University Fitness Center and has experience in education roles at the University of Alabama and Bob Jones High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services primarily on a non-discretionary basis.
Cory R
Series 66
St. Petersburg, FL
Raymond James & Associates
Cory Rodrigue is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates for 14 years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.
Brian A
Series 63, Series 65
Columbus, GA
Raymond James & Associates
Brian Alford is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as a board member and officer involved in fundraising for American Little League in Columbus, GA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and various organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on non-discretionary client relationships and diverse portfolio management strategies.
Antonio B
Series 66
Fort Lauderdale, FL
Raymond James & Associates
Antonio Barbosa is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 66 credential and has worked at Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, HSBC Securities (USA) Inc., and HSBC Bank USA, N.A. outside of his current role. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, advisory programs, and institutional consulting, combining fact-based planning with a variety of portfolio management styles and affiliated research.
Peter P
Series 63, Series 65
Macon, GA
Raymond James & Associates
Peter Persons is a financial advisor with Raymond James & Associates in Macon, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is a partner in two non-investment-related businesses: Murphey Taylor & Ellis and Persons Family Holdings LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters