Anthony Meza is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and has previously worked at D.A. Davidson & Co. and UBS Financial Services. 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 high-net-worth individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Noah Hauswirth is a CFP® professional with four years of industry experience, currently advising at Raymond James & Associates. His prior work includes a role at Morgan Stanley and experience in business education at Miami University’s Farmer School of Business. 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Holli Rigdon is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Raymond James since 2016. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Laurel Fierro is a financial advisor with Raymond James & Associates in San Jose, CA, holding a Series 66 designation and 18 years of industry experience. Prior to joining Raymond James in 2023, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 14 years. Outside of her advisory role, she serves as a board member of the Madrone Plaza HOA, where she participates in reviewing budgets, financials, and architectural plans. 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 individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kelly Petrocella is a CFP® professional with 25 years of industry experience. She has worked at Raymond James & Associates since 2014. 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, institutional clients, pension and profit-sharing plans, and charitable and governmental entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Adam Mc Dermont is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role, he worked at Family Wealth Strategies and AE Wealth Management. He has also held positions outside finance, including at Rabbit Hole Distillery and Ford Motor Company. 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, offering tailored financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide adviser network.

Alejandro Triana is a financial advisor with Raymond James & Associates in Miami, FL, holding the Series 66 designation and bringing 18 years of industry experience. His previous roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory work, he is also the owner of Cascando Investment LLC, a business established for investment purposes with his wife. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary consulting, and institutional fiduciary solutions supported by a broad network of advisers.

Brandon Baird is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds the Series 66 designation and has worked at Raymond James Bank and Raymond James & Associates since 2018, following prior roles at Wells Fargo Clearing and WELLS FARGO Advisors. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Winston Jefferson is a financial advisor at Raymond James & Associates with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities and UBS Financial Services. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutional clients, and municipal entities. The firm offers a variety of financial planning and consulting services, with an approach that combines tailored client plans and a broad range of portfolio management styles.

Kelly Erickson is a CFP® professional with 17 years of industry experience. She is currently with Raymond James & Associates, where she has worked since 2024, following a 12-year tenure at LPL Financial, LLC. Erickson holds Series 63 and Series 65 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 institutional fiduciary solutions.

Dustin Helm is a financial advisor with Raymond James & Associates in Monroeville, PA, holding a Series 63 designation and 33 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing, totaling 13 years in those roles before joining Raymond James in 2019. 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 municipal entities, offering financial planning and non-discretionary investment consulting through various programs and draws on multiple portfolio management styles and affiliated research.

Shelley Ann Ragoonanan is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise, JPMorgan Chase Bank, JPMorgan Securities, and AXA Advisors. 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, non-discretionary investment consulting, and institutional advisory services.

Tiana Henika is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 66 designation and 20 years of industry experience. She has been with Raymond James since 2015 and is also involved with Slinger Speedway. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, providing financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Stephen Ellingsen is a financial advisor with Raymond James & Associates in Newport Beach, CA, holding a Series 66 designation and 10 years of industry experience. Prior to joining Raymond James in 2024, he worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2015 to 2024. 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 with a broad range of portfolio management styles and affiliated research.

Brette Husar is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Janney Montgomery Scott for nearly a decade. Outside of her advisory role, she sells photographs that she has taken, edited, and produced. Raymond James & Associates is a large dual-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 fiduciary solutions, leveraging a variety of portfolio management styles and in-house research.

Joshua Brooks is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses with 16 years of industry experience. Prior to joining Raymond James in 2023, he worked at Merrill and Bank of America from 2016 to 2023. 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, pension and profit-sharing plans, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

John Niswonger is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing nine years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he rents out his personal residence for local weekend events through platforms like Airbnb and Rent Like A Champion. 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 backed by a range of portfolio management styles and affiliated research resources.

Benjamin Lincoln is a financial advisor with Raymond James & Associates in Little Rock, Arkansas, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Raymond James in 2017, he worked at the American Land Title Association from 2014 to 2016. He serves as an officer and board member of the Little Rock Central High Tiger Foundation, a nonprofit that raises funds for the high school's athletics, academics, and arts programs. 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 nonprofits, offering financial planning and consulting with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Lisa Goretsas is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. She has been with Raymond James & Associates since 2009. Outside of her advisory role, she serves as an officer and secretary for Evergreen Builders, Inc., and holds board positions with the Human Services Program of Carroll County, Inc. and YES!. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by research and model manager options.

Ryan Neely is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at Lincoln Financial Group for seven years and The Sales Factory for three years. Neely holds the Series 66 designation and is based in Greensboro, NC. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning and advisory services that are generally non-discretionary, with implementation decisions made by clients.