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Robert M

Series 63, Series 65

Frisco, TX

Raymond James & Associates

Robert Mitchell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc and Morgan Stanley Private Bank. Mitchell serves as an advisory board member for Great Taste of Texas Holding Company. 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 municipal advisory services supported by a nationwide adviser network.

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

Series 63, Series 65

San Antonio, TX

Raymond James & Associates

Robert Donnelly is a financial advisor with Raymond James & Associates in San Antonio, TX, holding Series 63 and Series 65 designations and with 42 years of industry experience. He has been with Raymond James & Associates since 2013. 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, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

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

CFP®, Series 63, Series 66

Cranberry Township, PA

Raymond James & Associates

Toni Ondek is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2015. Located in Cranberry Township, PA, Ondek holds the Series 63 and Series 66 licenses. 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 specialized municipal advisory services.

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

Series 63, Series 65, Series 66

Duluth, MN

Raymond James & Associates

Michele Lemire is a financial advisor with Raymond James & Associates in Duluth, MN, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. She previously worked at RBC Capital Markets Corporation for nine years before joining Raymond James in 2017. Raymond James & Associates is a 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 tailored financial planning and consulting services that are generally non-discretionary with client-directed implementation.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Joseph Pellegrini is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds the Series 66 designation and has worked at various Raymond James entities since 2008, including Raymond James Financial and Raymond James Financial Services, Inc., as well as Motr Media. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, with a focus on tailored, non-discretionary advice supported by firm research and diverse portfolio management options.

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

Series 63, Series 65, Series 66

New York, NY

Raymond James & Associates

George Pettey is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63, 65, and 66 licenses. He has five years of industry experience with prior roles at Millennium Management, ExodusPoint Capital Management, Graham Capital Management, and as a self-employed advisor. 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 non-discretionary investment consulting through various advisory programs.

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

Series 66

Baton Rouge, LA

Raymond James & Associates

Jordan Dudley is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2024, he worked at Merrill for two years and was associated with Lamar University and Louisiana State University earlier in his career. He also operated Coach "O" Tiger Football Camps, L.L.C. in 2017. 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 investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by firm research and various portfolio management strategies.

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

CFP®, Series 66

Stuart, FL

Raymond James & Associates

Vincent Grucza is a CFP® with 11 years of experience currently advising at Raymond James & Associates. He has worked with Raymond James since 2014 and has a background that includes nearly a decade with the West Coast Officials Association. 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, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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

Series 63, Series 65

Hallandale Beach, FL

Raymond James & Associates

Steven Weisberg is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2011. The firm 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. Raymond James & Associates offers a range of financial planning and consulting services, with a focus on tailored, non-discretionary advice supported by firm research and multiple portfolio management strategies.

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

Series 63, Series 65

Saratoga Springs, NY

Raymond James & Associates

Stevan Paton is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Raymond James since 2023 and previously spent 14 years with Wells Fargo, including 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 overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, 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 B

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Kevin Burnett is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work history includes positions at Wells Fargo Clearing and SunTrust Advisory Services. 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 charitable organizations, offering financial planning and consulting services, with a focus on non-discretionary advice supported by firm research and a range of portfolio management strategies.

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

Series 66

Baltimore, MD

Raymond James & Associates

Ian Hamsher is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has previously worked at INTL FCStone, Textron Aviation, and The Pennsylvania State 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 including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting services through various advisory programs and institutional solutions.

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

Series 65, Series 63

The Woodlands, TX

Raymond James & Associates

David Skilton is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 65 and Series 63 designations. His prior experience includes roles at BBVA, JPMorgan, and Mutual of Omaha. Outside of his advisory work, he co-manages a family LLC that handles payments for household contractors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, and nonprofit entities. The firm offers financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and in-house research.

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

Series 63, Series 66

Tinton Falls, NJ

Raymond James & Associates

Matthew Walter is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. 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 municipal advisory services.

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

CFP®, Series 63, Series 65

Holly Lake Ranch, TX

Raymond James & Associates

Mac Hargrove is a CFP® professional with 30 years of industry experience, currently serving at Raymond James & Associates since 2016. He holds Series 63 and Series 65 licenses. 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, institutional clients, and charitable organizations, 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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Jeffrey K

Series 66

West Conshohocken, PA

Raymond James & Associates

Jeffrey King is a financial advisor at Raymond James & Associates with 19 years of industry experience. He previously spent 12 years at UBS Financial Services before joining Raymond James in 2025. He holds a Series 66 designation and is based in West Conshohocken, PA. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, and charitable organizations. 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 sub-advisers.

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

Series 63, Series 66

Ponte Vedra Beach, FL

Raymond James & Associates

Frank Houston is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, N.A. for nine years. Outside of advising, he is involved in real estate through Southern Impression Homes, where he licenses the construction arm as the General Contractor of record. 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 municipal advisory services, utilizing a range of portfolio management styles supported by comprehensive research and model options.

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

Series 66

Ocala, FL

Raymond James & Associates

Garrett Suydam is a financial advisor with Raymond James & Associates in Ocala, FL, holding a Series 66 designation and 26 years of industry experience. He previously worked at Wells Fargo Clearing for four years and has been with Raymond James & Associates for a combined total of ten 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, institutions, pension plans, 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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Clark M

CFP®, Series 63

St Louis, MO

Raymond James & Associates

Clark Morrison is a financial advisor at Raymond James & Associates in St. Louis, MO, holding CFP® and Series 63 designations with 42 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also serves as a co-trustee for his father. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions 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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Kendall V

Series 63, Series 66

Grand Rapids, MI

Raymond James & Associates

Kendall Vander Meulen is a financial advisor with Raymond James & Associates and holds Series 63 and Series 66 licenses. He has nine years of industry experience, including prior roles at Fifth Third Securities and Wells Fargo Advisors. Outside of his advisory work, he rents out garage space through a peer-to-peer rental platform. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, employing multiple 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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