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Jason H

Series 66

Phoenix, AZ

Raymond James & Associates

Jason Hearn is a financial advisor with Raymond James & Associates in Phoenix, AZ, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward D Jones & Co for 10 years before joining Raymond James in 2022. Raymond James & Associates, Inc. is a 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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Keith Y

Series 63, Series 65, Series 66

Bonita Springs, FL

Raymond James & Associates

Keith Yoder is a financial advisor with Raymond James & Associates in Bonita Springs, FL, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2011. Yoder serves as a board member of FLF Legacy Funds, a Christian non-profit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various programs, drawing on multiple portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kristin Z

Series 63, Series 66

Carmichael, CA

Raymond James & Associates

Kristin Zehnder is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Merrill for 16 years. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Sarah K

Series 63, Series 65

Salt Lake City, UT

Raymond James & Associates

Sarah Knox is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes nine years at Wells Fargo Clearing and two years at WELLS FARGO Advisors, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning and consulting through a variety of portfolio management styles and provides municipal advisory services alongside its broad range of affiliated research and investment options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Ronald S

Series 66

Houston, TX

Raymond James & Associates

Ronald Sanchez Lopez is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and is based in Houston, TX. Outside of his advisory role, he is a partner and investor in Cubaconstruction 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Samuel A

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Samuel Aspinwall is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he is a partner and owner of 7 Golf Tango 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 municipal entities, offering tailored financial planning and investment consulting through various specialized programs and a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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John D

CFP®, Series 63, Series 65

Jacksonville, FL

Raymond James & Associates

John Davis is a CFP® professional with 30 years of industry experience, currently serving with Raymond James & Associates since 2010. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as Vice President and Treasurer on the board of the 200 Club of Jacksonville, an organization that distributes funds to families of fallen law enforcement officers and firefighters. 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 municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Timothy K

Series 63, Series 65

Portland, IN

Raymond James & Associates

Timothy Klingensmith is a financial advisor with Raymond James & Associates in Portland, IN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2008 and serves as an international coordinator for the Aspect Foundation, a role he has held since 2010. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Gregory F

Series 66

Ketchum, ID

Raymond James & Associates

Gregory Fairfield is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Raymond James & Associates since 2021 and previously spent 14 years at UBS Financial Services. Outside of his advisory role, he serves as a part-time golf coach at a private high school in Idaho. Raymond James & Associates is a 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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Amy P

Series 63, Series 65

Austin, TX

Raymond James & Associates

Amy Polasek is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Inc., 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 a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Daphne C

Series 66

Coeur D Alene, ID

Raymond James & Associates

Daphne Conner is a financial advisor at Raymond James & Associates with three years of industry experience. She previously worked at Edward Jones for five years and Inspiro for two years. Conner holds a Series 66 designation. 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 and investment consulting through a range of tailored, generally non-discretionary strategies supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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William A

Series 66

Reno, NV

Raymond James & Associates

William Atha II is a financial advisor with Raymond James & Associates in Reno, NV, holding a Series 66 designation and 24 years of industry experience. He has worked at Raymond James & Associates since 2022 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Leo K

Series 65, Series 63

Dania Beach, FL

Raymond James & Associates

Leo Kleban is a financial advisor with Raymond James & Associates in Dania Beach, FL. He holds Series 63 and Series 65 credentials and has one year of industry experience. His prior work includes roles at Frazier Financial Advisors and Private Client Services. 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, investment consulting, and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Garrett T

CFP®, Series 66

Easton, MD

Raymond James & Associates

Garrett Thrift is a CFP®-certified financial advisor with 15 years of industry experience, currently with Raymond James & Associates since 2026. He previously worked at Bank of America and Merrill Lynch from 2010 to 2026. Outside of his advisory work, he is involved with Baldy Bliss, LLC, a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles supported by affiliated research and sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michael H

Series 63, Series 66

Johnson City, TN

Raymond James & Associates

Michael Hardin is a financial advisor with Raymond James & Associates in Johnson City, TN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His career includes long tenures at First Tennessee Bank and related brokerage firms from 1996 to 2023, followed by his current role at Raymond James since 2023. 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 and advisory services characterized by tailored, non-discretionary investment consulting supported by extensive research and portfolio management options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Adam C

Series 63, Series 65

Jacksonville, FL

Raymond James & Associates

Adam Campbell is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and governmental entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services supported by extensive research and a variety of portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Antonio S

Series 63, Series 65

Burlington, MA

Raymond James & Associates

Antonio Sordillo is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he has been involved in acting through SAG-AFTRA, though currently inactive. 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 tailored financial planning and investment consulting primarily through non-discretionary relationships.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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David L

Series 66

St. Petersburg, FL

Raymond James & Associates

David Long is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 21 years of industry experience, having worked at various divisions of Raymond James since 2016. Outside of his advisory role, he is the owner of a small photography business. Raymond James & Associates, Inc. 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 tailored financial planning and consulting with a range of portfolio management and research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michael L

Series 66

Atlanta, GA

Raymond James & Associates

Michael Lowe Jr. is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves on the advisory board of the Public School Employees' Retirement System, providing recommendations for its management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and public entities. The firm offers tailored financial planning and consulting services, drawing on a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Richard K

Series 66

Decatur, IL

Raymond James & Associates

Richard Kaczynski is a financial advisor with Raymond James & Associates in Decatur, IL, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he is the owner of Brechnitz Group LLC, a business unrelated to investments. 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 provides financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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