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James C

Series 66

Birmingham, MI

Raymond James & Associates

James Cohen is a financial advisor with Raymond James & Associates in Birmingham, MI, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Merrill and Bank of America. 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 individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various programs, supported by extensive research and multiple portfolio management styles.

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

Series 66

Shreveport, LA

Raymond James & Associates

Charles Clawson III is a financial advisor with Raymond James & Associates in Shreveport, LA, holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, Clawson serves as Treasurer and Board Member of Montessori of Shreveport and is a Board Member and Finance/Investment Committee Member at NOEL United Methodist Church. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and affiliated research resources.

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

Series 66

Panama City, FL

Raymond James & Associates

Beverly Hager is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Raymond James since 2008. Outside of her advisory role, Hager serves as Chair of the City of Panama City General Employee Pension Fund Board and operates a notary business. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser supporting a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles and affiliated research.

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

Series 66, Series 63

St. Petersburg, FL

Raymond James & Associates

Brandon Cordiano is a financial advisor at Raymond James & Associates with Series 66 and Series 63 credentials and one year of industry experience. His prior experience includes two years at Morgan Stanley and time outside the financial sector. 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 non-discretionary investment consulting supported by 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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Kevin M

Series 66

New Lisbon, WI

Raymond James & Associates

Kevin Morrison is a Series 66-credentialed financial advisor with Raymond James & Associates, where he has worked since 2007. He has 23 years of industry experience. 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 broad client base, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary services with 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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Jerome R

Series 63, Series 65

Mandeville, LA

Raymond James & Associates

Jerome Renaudin is a financial advisor with Raymond James & Associates in Mandeville, LA, holding Series 63 and Series 65 licenses and over 47 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as Vice President and Finance/Investment Committee Member for Triple J Tree Farm. Raymond James & Associates is a large, dually registered broker-dealer and registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning, investment consulting, and institutional fiduciary solutions with a broad range of portfolio management styles supported by in-house research and affiliated sub-advisers.

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

Series 65, Series 63

Fort Worth, TX

Raymond James & Associates

Kimberly Pruitt is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 65 and Series 63 designations and bringing 18 years of industry experience. She previously worked at NFP Retirement and NFP Advisor Services. Outside of advising, she owns KD Luxe Ventures, LLC, a business she manages through a hired manager. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers various financial planning and consulting services and utilizes multiple portfolio management styles supported by affiliated research and managers.

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

CFP®, ChFC®, Series 63, Series 66

Boulder, CO

Raymond James & Associates

Matthew Mattice is a CFP® and ChFC® with 16 years of industry experience. He is currently with Raymond James & Associates and previously worked at firms including TIAA-CREF, Armadaglobal, MML Investors Services, Lenox Advisors, and Mass Mutual Life. 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 investment consulting through various specialized programs and an extensive affiliate network.

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

Series 66

Troy, MI

Raymond James & Associates

Alvin Semma is a financial advisor with Raymond James & Associates in Troy, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2015. 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 investment consulting services through several specialized programs.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Caroline Kearney is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2012. 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, 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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John A

Series 66

Fenton, MI

Raymond James & Associates

John Andrysiak is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has worked at Raymond James & Associates since 2021, following prior roles at Cetera Advisors and Economic Financial Services 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 and consulting services that emphasize tailored, non-discretionary strategies supported by extensive research and affiliated managers.

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

Series 66

Clayton, NC

Raymond James & Associates

James Forrester is a financial advisor with Raymond James & Associates, holding a Series 66 credential and over 20 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of advising, he owns a commercial fishing boat and is a one-third owner of a water disaster mitigation equipment sales and leasing business. He also serves as president of the board for Pine Knoll Townes Phase 1. 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 a range of financial planning, investment consulting, and institutional fiduciary services.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Murphy Bradshaw is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2015. In addition to his advisory role, Bradshaw is a licensed real estate agent managing residential property transactions for himself and close contacts. 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, investment consulting, and institutional fiduciary services with a range of portfolio management options and municipal advisory capabilities.

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

CFP®, Series 66

Deer Park, IL

Raymond James & Associates

Noah Fishbein is a CFP® with six years of industry experience, currently affiliated with Raymond James & Associates. His prior roles include positions at UBS Financial Services and Strategic Wealth Partners. 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, and municipal entities with financial planning, investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles and affiliated research resources.

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

Series 66

Memphis, TN

Raymond James & Associates

John Alexander is a Series 66 credentialed financial advisor with Raymond James & Associates, based in Memphis, TN. He has 24 years of industry experience and has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as an officer and treasurer of a family holding company created for estate planning and acts as co-trustee of a family trust involving life insurance funding. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser overseeing 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 advisory services supported by a broad range of portfolio management styles and firm research.

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

Series 63, Series 65

Vero Beach, FL

Raymond James & Associates

Kristen Ragusin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and with 33 years of industry experience. She previously worked at Merrill and Bank of America before joining Raymond James in 2020. Outside of her advisory role, she is an author and consults on developing local currencies for community initiatives. Raymond James & Associates is a large dual-registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering tailored financial planning and consulting services supported by a wide 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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Leo G

Series 66

Colorado Springs, CO

Raymond James & Associates

Leo Goeas is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 16 years of industry experience. He has been with Raymond James & Associates since 2016 and previously worked at On The Line Inc for 19 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 diverse clientele including individuals, institutional clients, and charitable organizations, providing financial planning, investment consulting, and institutional solutions through a variety of portfolio management styles and affiliated research.

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

Series 66

St Louis, MO

Raymond James & Associates

Vickie Bollinger is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2017, following a year at Arvest Wealth Management and a brief period as a homemaker. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and investment consulting through a range of portfolio management styles, supported by affiliated research and model managers.

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

Series 63, Series 66

Beachwood, OH

Raymond James & Associates

Adam Ours is a financial advisor with Raymond James & Associates holding Series 63 and Series 66 licenses and 22 years of industry experience. Before joining Raymond James in 2024, he worked at Bank of America and Merrill for extended periods. Outside his advisory role, he serves as a lacrosse coach at Hawken 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 municipal entities, offering tailored financial planning and consulting with a range of portfolio management styles and institutional services.

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

Series 63, Series 66

Newport Beach, CA

Raymond James & Associates

Shane Kollenborn is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing multiple portfolio management styles supported by internal research and affiliated sub-advisers.

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