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Matthew K
Series 66
Denver, CO
Raymond James & Associates
Matthew Koth is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A., and Merrill. Outside of his advisory role, he is involved with the Westminster Soccer Club. 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, non-discretionary investment consulting, and institutional fiduciary solutions.
Paul Y
Series 66
Honolulu, HI
Raymond James & Associates
Paul Yamashita is a financial advisor with Raymond James & Associates in Honolulu, HI, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Raymond James in 2017. Yamashita serves on the board of directors for CFA Hawaii, an organization focused on ethical and professional standards in the investment industry in Hawaii. 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 supported by a nationwide adviser network.
Christina S
Series 66
Lake Worth, FL
Raymond James & Associates
Christina Schrant is a financial advisor with Raymond James & Associates in Lake Worth, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2019, she worked at Wells Fargo Clearing and internationally with LIM France, Devoucoux. She serves on the advisory board of South Florida Divers Inc., where she contributes to social media efforts and member recruitment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.
Andrew A
Series 66
Silverthorne, CO
Raymond James & Associates
Andrew Alvine is a financial advisor with Raymond James & Associates in Silverthorne, Colorado, holding a Series 66 credential and nine years of industry experience. His prior roles include five years at Edward Jones and seven years at Alvine Engineering. Outside of advisory work, he is employed part-time as a greeter at Vail Resorts. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipalities. The firm emphasizes tailored financial planning and consulting with a range of portfolio management styles, supported by firm research and affiliated sub-advisers.
Edward W
Series 65, Series 66
Orlando, FL
Raymond James & Associates
Edward Winokur is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 65 and Series 66 credentials and bringing 27 years of industry experience. Prior to joining Raymond James in 2026, he worked at Oppenheimer & Co. for eight years and Ameriprise Financial Services 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 diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.
Ethan T
Series 66
Coral Gables, FL
Raymond James & Associates
Ethan Tierno Lauer is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has prior experience with Landmark Properties, the YMCA, Florida State University, and various educational institutions. 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.
Jessica P
Series 66
Oklahoma City, OK
Raymond James & Associates
Jessica Pine is a financial advisor with Raymond James & Associates in Oklahoma City, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Simone's Kids, Aquadocs, Victory Childcare Center, and Victory Church. 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, offering financial planning and investment consulting through various programs and a broad range of portfolio management styles.
Kyle D
CFP®, Series 66
Dallas, TX
Raymond James & Associates
Kyle Dunham is a CFP® professional with eight years of industry experience, currently advising clients at Raymond James & Associates in Dallas, TX. His prior work includes roles at Charles Schwab & Co., Inc. and a period outside the financial industry at Sazza Pizza + Salads. 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, delivering tailored financial planning and consulting services through a broad range of portfolio management styles and affiliated research.
Jonathan M
Series 66
Battle Creek, MI
Raymond James & Associates
Jonathan Melges is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Thomas B
Series 63, Series 66
Charlotte, NC
Raymond James & Associates
Thomas Brown is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Edward Jones for 15 years before joining Raymond James in 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 diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.
Eugene M
Series 63, Series 65
Sea Island, GA
Raymond James & Associates
Eugene Millsap III is a financial advisor with Raymond James & Associates in Sea Island, GA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Millsap serves as president of the Hillwood Neighborhood Association and is involved as a partner or owner in several private business ventures. Raymond James & Associates manages approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and public entities. The firm offers financial planning and non-discretionary investment consulting through various programs and delivers tailored advice supported by extensive research and multiple portfolio management options.
Hassan K
Series 66
Charlotte, NC
Raymond James & Associates
Hassan Kaouss is a financial advisor with Raymond James & Associates holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2023. He is based in Charlotte, NC. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Steven Z
Series 66
West Nyack, NY
Raymond James & Associates
Steven Zacharczyk is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has been with Raymond James 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, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.
John W
Series 66
Coral Gables, FL
Raymond James & Associates
John Williams is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association from 2014 to 2021. Outside of his advisory role, he is a partner in a rental real estate business managed by his wife. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated managers.
Linda M
Series 66
Ponte Vedra Beach, FL
Raymond James & Associates
Linda Macleod is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at Bank of America and Merrill before joining Raymond James in 2019. Outside of her advisory role, she is a majority owner of Frontline Fencing, Inc., a minority-owned business in Jacksonville, FL. 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, offering financial planning, non-discretionary investment consulting, and institutional services supported by a nationwide network of advisors.
Charles R
Series 63
New York, NY
Raymond James & Associates
Charles Rudnick is a financial advisor with Raymond James & Associates in New York, NY, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2016. 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, including high-net-worth clients, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Kalyn W
Series 66
Carlsbad, CA
Raymond James & Associates
Kalyn Walker is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Merrill. 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.
Joseph M
Series 66
Alpharetta, GA
Raymond James & Associates
Joseph Mraz is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2019, he worked at Capstone Financial and has held coaching and teaching roles, including serving as an assistant golf coach at Blessed Trinity High School. Raymond James & Associates is a large, dually registered 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 offers financial planning, non-discretionary investment consulting, and institutional services supported by comprehensive research and multiple portfolio management approaches.
Donald P
Series 63
St. Petersburg, FL
Raymond James & Associates
Donald Peterson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and 22 years of industry experience. He has worked with Raymond James & Associates since 2011. Outside of his advisory role, he is involved in managing personal investment entities including two LLCs that own and operate real estate. 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, investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model manager options.
Michael G
Series 66
St. Louis, MO
Raymond James & Associates
Michael Graham is a financial advisor with Raymond James & Associates, holding a Series 66 designation and ten years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, Stifel Nicolaus & Co Inc, and Edward Jones. Outside of finance, he works part-time as an independent contractor travel agent and also as a rideshare driver for Uber and Lyft. 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, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser network and various portfolio management styles.
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