Stephen Miller is a CFP® professional with nine years of industry experience, currently affiliated with Raymond James & Associates since 2016. He holds the Series 66 designation and is based in Baton Rouge, LA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and investment consulting through multiple advisory programs and municipal advisory services.

Michael Schodrof is a financial advisor with Raymond James & Associates in Chicago, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at UBS Financial Services, Bank of America, Merrill, JPMorgan Chase, and Guggenheim Securities. He serves on the advisory board of the Exit Planning Institute Chicago Chapter. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, and municipal entities, providing tailored financial planning and consulting with a range of portfolio management styles and municipal advisory services.

Melissa Riano Torrens is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked at Raymond James since 2021 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services.

Logan Rindock is an advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked in operations and facilities management roles, including at Muhlenberg College and Parkland High School. Outside of his advisory work, he is involved in buying and selling collectibles through online livestream auctions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm provides financial planning and investment consulting with a range of portfolio management styles supported by affiliated research and sub-advisers.

Andrew Haley is a financial advisor at Raymond James & Associates in Memphis, TN, holding a Series 66 designation with 15 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he owns and manages residential investment properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and government entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles and affiliated research.

Michael Bennett Jr. is a financial advisor at Raymond James & Associates in Nashville, TN. He holds a Series 66 designation and has recently begun his advisory career, having joined the firm in 2025. His prior experience includes roles at Barings and Monogram Health, as well as completing an MBA at Vanderbilt 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 that includes individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Kimberly Arguello is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at JPMorgan Securities LLC, FitzRoy Investment Advisors, and We Family Offices. She is currently affiliated with the University of Miami’s Miami Business 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, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Julia Stalnaker is a CFP® professional with 25 years of experience in the financial industry, currently serving at Raymond James & Associates since 2001. She is based in Venice, FL, and is involved in several nonprofit organizations, including founding roles with the Gulf Coast Community Foundation of Venice and the Venice Nokomis Rotary Club, as well as serving on the advisory board of the Boys and Girls Club in Venice. 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 public entities, and offers financial planning and consulting with a range of portfolio management styles, supported by extensive research and affiliated resources.

Dayna Olmsted is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with Raymond James & Associates since 2013. 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Mark Barrett is a financial advisor with Raymond James & Associates in Conshohocken, PA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2013. Barrett serves as a director of College Possible, a nonprofit focused on expanding college admission and tutoring support for students. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mitshel Lavander is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 26 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors 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 individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

James Fink Jr. is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2016. 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 specialized municipal advisory services.

Eric Stoneman Jr. is a financial advisor with Raymond James & Associates who holds the Series 66 designation and has nine years of industry experience. Prior to joining Raymond James in 2019, he worked at Bank of America and Merrill. He serves as an advisory board member for Serve to LEAD, a charitable organization based in Asheville, NC. 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 charitable organizations, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Luis Gonzalez is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab & Co for six years, along with roles at AdvisorAssist, LLC and the Texas Department of Insurance. Outside of his advisory work, he manages a rental property in Corpus Christi, TX. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, and charitable and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting supported by extensive research, multiple portfolio management styles, and municipal advisory services.

John Donovan Jr. is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as Treasurer and President of the Board for Plumb Hill LLC and Plumb Hill Playing Fields Inc., organizations involved in managing a local sports complex in Litchfield, Connecticut. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving individual, institutional, and municipal clients. The firm provides financial planning and consulting with a range of portfolio management styles supported by affiliated research and model managers.

John Threlkeld is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2005. 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.

Nevin Cavanaugh is a financial advisor with Raymond James & Associates in Clive, Iowa, holding Series 65 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at RBC Capital Markets for 10 years before joining Raymond James in 2019. Outside of his advisory role, he serves on the finance council for St. Francis of Assisi Church, where he reviews the budget and assists with investment policy and asset allocation recommendations. 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, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and a range of portfolio management styles and affiliated research.

Daniel Jennette is a Series 66-registered advisor with Raymond James & Associates, where he has worked for 10 years. He has a total of three years of industry experience, all with various Raymond James entities. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Brandon Cooke is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 2014 and with Raymond James Financial Services Advisors Inc. since 2018. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gerald Mckeon is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Raymond James since 2011. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by firm research and model manager options.