Michael Wiley is a financial advisor at Raymond James & Associates with 29 years of industry experience. He previously worked for Morgan Stanley Smith Barney for 17 years before joining his current firm. He holds the Series 63 designation. 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, investment consulting, and institutional advisory services.

Jared Wurtzel is a financial advisor with Raymond James & Associates in Sarasota, FL, holding the CFP® designation and Series 65 and 63 licenses. He has four years of industry experience, including prior roles at PNC Bank, IAB Financial Bank, and Merrill. Raymond James & Associates is a large firm serving a diverse client base, including high-net-worth individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a wide range of portfolio management styles and affiliated research.

Efstathios Kanteliotis is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 27 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Raymond James. He serves as a volunteer member of the Finance and Investment Committee at Holy Trinity Greek Orthodox 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Casey Bradford is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to joining Raymond James, Bradford worked at UBS Financial Services and LPL Financial. Outside of financial advising, Bradford serves as a Girl Scout troop leader for the Girl Scouts of West Central Florida. 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 fiduciary solutions.

Jake Majors is a financial advisor with Raymond James & Associates in Birmingham, AL. He holds a Series 66 designation and has been with the firm since 2026. Prior to his current role, Majors has held positions at Auburn University and Greystone Country Club. 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 and non-discretionary investment consulting through various specialized programs.

Jessica Hall is a financial advisor at Raymond James & Associates with 21 years of industry experience. She has worked at Raymond James since 2019 and previously held positions at BBVA Securities Inc., BBVA Wealth Solutions Inc., and COMPASS Bank. She holds a Series 63 designation. 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 advisory services supported by a wide range of portfolio management styles and affiliated research.

Stephanie Kidd is a financial advisor at Raymond James & Associates with 12 years of industry experience. She has been with Raymond James & Associates since 2015 and holds a Series 66 designation. 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 services.

Thomas Kreuzer is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has previously worked at Morgan Stanley in multiple roles from 2009 to 2025. Outside of advising, Kreuzer is a 50% owner of The Great Wall Patch, a business he currently oversees and plans to cease operations within the year. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipalities. The firm offers tailored financial planning and non-discretionary investment consulting, supported by extensive research and multiple portfolio management styles.

Jennifer Pulcini is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds a Series 66 designation and has worked previously at Merrill and Bank of America. Pulcini has been with Raymond James & Associates since 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 a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Kendall Park is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2021. Prior to joining Raymond James, he worked at Bank of America for 10 years and Merrill for 27 years. He is a member and chairman of the Jacksonville Police and Fire Finance and Investment Committee. 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 advisory services that emphasize tailored, non-discretionary consulting supported by various portfolio management styles and extensive affiliated resources.

Ronald Vaill is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Chimera Securities, and Boars Head, East Coast Provisions. 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 municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Sandra Acosta Kaasbell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. Her prior work history includes positions at Berkshire Hathaway HomeServices Georgia Properties and FlightSafety International. Outside of her advisory role, she is an active real estate agent with VPR Virtual Properties Realty. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various programs and provides municipal advisory services alongside market-making and execution roles in municipal and government bonds.

Stephanie Fuetterer is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and previously worked at Advanta IRA Services, LLC for five years. Her background also includes roles in the hospitality industry and at the University of South Florida. 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 clients, and municipalities, offering financial planning, investment consulting, and municipal advisory services through various specialized programs.

Brian Trautmann is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. His previous roles include positions at Merrill and American Financial Network, as well as various engagements with the University of Florida. 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 and non-discretionary investment consulting supported by extensive research and multiple portfolio management options.

William Martiniere is a Series 66-credentialed financial advisor with Raymond James & Associates in St. Louis, MO, where he has worked since 2015, accumulating 11 years of industry experience. Outside of his advisory role, he is involved in political activities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and governmental entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network and a range of portfolio management styles.

Katherine Roulston is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds a Series 63 designation and has been with Raymond James since 2015. 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 investors, and charitable organizations, offering financial planning and investment consulting primarily through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.

Nicholas Zaccardi is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 13 years of industry experience. His professional background includes roles at Bank of America, N.A., and Merrill from 2013 to 2024. 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 and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Lynn Shaw is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, Shaw is involved in agricultural and business activities, including ownership and partnership interests in farming operations and a general merchandise business inherited from her family. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored financial planning and consulting services, utilizing a range of portfolio management styles and supporting offerings such as municipal advisory services and employer-sponsored retirement plan consulting.

Paul Roetenberger is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he serves as a trustee providing investment advice and monitoring, and participates in the finance committee of a local nonprofit church and school, reviewing their financial statements and budgets. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning and investment consulting through multiple programs, and is notable for its municipal advisory services and broad affiliate ecosystem.

Robert Alexander is a financial advisor at Raymond James & Associates with nine years of industry experience. He previously worked at JPMorgan Chase Bank, NA and Wells Fargo Clearing. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.