Austin Wu is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and previously worked in healthcare and the food service industry before joining Raymond James. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Irene Haberstroh is a financial advisor with Raymond James & Associates who holds a Series 63 designation and has 34 years of industry experience. She has been with Raymond James since 2000 and also has experience owning a bistro in 2023. 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 advisory services, supported by a nationwide network of advisors and a wide range of portfolio management styles.

James Weymouth is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2014. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Daniel Parker is a financial advisor with Raymond James & Associates in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Parker participates in fundraising efforts for Charleston Day School, an independent school serving grades 1 through 8. 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, advisory programs, and institutional consulting with a focus on tailored, non-discretionary solutions supported by a broad range of portfolio management styles and firm research.

Enrique Gumucio is a Series 66-licensed financial advisor with 16 years of industry experience. He currently works at Raymond James & Associates and previously was employed by Morgan Stanley Private Bank for seven years. Raymond James & Associates, Inc. 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 solutions.

Michelle Roher is a financial advisor at Raymond James & Associates with 7 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing for 24 years prior to 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gary Cohen is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Raymond James since 2017 and previously spent five years with UBS Financial Services. Outside of his advisory role, he is a partner in a family-owned rental real estate venture involving a three-family apartment building in Brooklyn, NY, which is in the process of being wound down. 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 high-net-worth individuals, institutions, and charitable organizations, providing financial planning and consulting services through various investment advisory programs and institutional solutions.

Robert Dukate is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Raymond James since 2018 and previously spent five years with Ameriprise Financial Services. He serves as the acting trustee of his mother’s revocable living trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a broad range of portfolio management styles and affiliated research resources.

Teodore Krawec is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates 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, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting through a range of portfolio management styles.

Steven Grossman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at UBS Financial Services Inc. for nine years before joining Raymond James in 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 individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional consulting services.

Linda Krupka is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Raymond James & Associates since 2016. 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 and non-discretionary investment consulting through various programs and utilizes multiple portfolio management styles supplemented by firm research and affiliated sub-advisers.

Sheavae Gilbert is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked briefly at Citi Bank in 2021 and has experience connected to Saint Leo University both as a student and employee. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide network of advisers.

Ryan Weber is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding a Series 66 designation and 21 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 individuals, institutional clients, and charitable organizations with a range of planning and consulting services, offering tailored financial strategies supported by firm research and multiple portfolio management styles.

Richard Grobman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at Fahnestock & Co., Inc. for 25 years before joining Raymond James in 2017. Grobman serves as chair of the investment committee for Har Zion Temple and is a board member on the investment committee for Jewish Family and Children's Services. He is also involved as a co-trustee for multiple family trusts and holds officer roles in family-related entities. 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 broad client base including individuals, institutions, and charitable organizations, offering financial planning and consulting with a non-discretionary approach, supported by a range of portfolio management styles and affiliated research.

Kashif Khan is a financial advisor with Raymond James & Associates in Chehalis, Washington, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James since 2017 and previously worked at I-5 Toyota. Khan serves as a board director for the Visiting Nurses Foundation, where he assists with fundraising for local home health and hospice care. 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 advisory services with a range of portfolio management styles and affiliated research.

Donald Moss is a financial advisor with Raymond James & Associates in Burbank, Ohio, holding a Series 66 designation and six years of industry experience. Prior to his current role, he worked at Purshe Kaplan Sterling Investments, Jason M. Orsky Wealth Management, and served 21 years with the Elyria Police Department. 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 municipal entities, offering financial planning and advisory services that combine risk profiling and software-driven analyses with a broad range of portfolio management styles.

Ryan Arredondo is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and previously worked at Stifel for five years before joining Raymond James in 2020. Based in New York, NY, he provides advisory services through a firm that manages approximately $501 billion in assets. Raymond James & Associates serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by proprietary research and model manager options.

Seth Wernick is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has served as First Vice President at Woodmont since 2016 in an unpaid capacity. 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, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Lynn Gehoski is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 38 years of industry experience. She has worked at Raymond James since 2018, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 high-net-worth individuals, institutions, and public entities, and offers financial planning and consulting services with a nondiscretionary approach supported by firm research and a variety of portfolio management strategies.

Bryan Dunn is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Raymond James since 2019, following seven years at Wells Fargo Advisors LLC and three years at Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering non-discretionary financial planning and consulting services supported by a variety of portfolio management styles and affiliated research.