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David B

Series 63, Series 65

Dallas, TX

Raymond James & Associates

David Byrd is a financial advisor at Raymond James & Associates in Dallas, TX, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2010. 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 government entities, providing 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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Chad D

Series 66

Slidell, LA

Raymond James & Associates

Chad Dusang is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Merrill, and Bank of America. He is based in Slidell, Louisiana. 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 municipalities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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John M

CFP®, Series 63, Series 65

Rockledge, FL

Raymond James & Associates

John Malatino is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2020. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2009 and 2020. Outside of advising, he owns and leases commercial office space through Vidina Properties, 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 individuals, institutions, and charitable organizations, offering tailored financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kyle K

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Kyle Knecht is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials. He has three years of industry experience and previously worked at Guardian Life and Northwestern Mutual. He also has experience outside finance, including a role at The Wine Exchange. 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, and municipal entities, offering financial planning and consulting through various advisory programs and supported by in-house research and multiple portfolio management strategies.

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

Series 66

Bexley, OH

Raymond James & Associates

Brian Shepard is a financial advisor at Raymond James & Associates with 22 years of industry experience. He has been with Raymond James since 2013 and holds a Series 66 designation. Outside of his advisory work, he owns and manages several small businesses including a bookkeeping and project management firm. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on multiple portfolio management styles and affiliated research, with a notable focus on municipal advisory services and small employer retirement plan consulting.

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

CFP®, Series 66

Fort Mill, SC

Raymond James & Associates

Keith Greenberg is a CFP® professional with 19 years of industry experience, currently affiliated with Raymond James & Associates. His prior experience includes roles at J.P. Morgan Securities, Bank of America, Merrill, and BlackRock Investments. Outside of his financial advisory work, Greenberg coaches youth soccer and serves as a consultant for local soccer clubs. 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 offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles supported by affiliated research and model managers.

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

Series 63, Series 65

Sarasota, FL

Raymond James & Associates

Richard Stern is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He worked at Robert W. Baird & Co. Inc. from 2009 to 2021 before joining Raymond James in 2021. Stern also produces a nightly business report as a business commentator. 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 fiduciary services, supported by a nationwide adviser network and extensive research and portfolio management resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Brian R

Series 63, Series 65

Clearwater, FL

Raymond James & Associates

Brian Rowley is a financial advisor with Raymond James & Associates in Clearwater, FL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his financial advisory role, he serves as a soccer referee for Largo United and the Pinellas Soccer Officials Association. 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 charitable organizations, 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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Tina Marie T

Series 63, Series 65

Las Vegas, NV

Raymond James & Associates

Tina Marie Trihub is a financial advisor at Raymond James & Associates with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked extensively with Wells Fargo Advisors and Wells Fargo Clearing prior to joining Raymond James in 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Mary Alice F

Series 63, Series 66

Atlanta, GA

Raymond James & Associates

Mary Alice Fuentes Ford is a financial advisor at Raymond James & Associates with Series 63 and Series 66 credentials and 16 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank before joining Raymond James in 2022. 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 supported by a wide 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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Jessica A

Series 63, Series 65

Louisville, KY

Raymond James & Associates

Jessica Applegate is a financial advisor at Raymond James & Associates with 15 years of industry experience. She held a position at Morgan Stanley for eight years before joining Raymond James & Associates in 2022. She holds Series 63 and Series 65 designations and is based in Louisville, KY. 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, pension plans, and charitable organizations, offering financial planning and investment consulting primarily through non-discretionary relationships.

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

Series 66

Clinton Township, MI

Raymond James & Associates

Jeremy Schmidt is a Series 66 licensed financial advisor with Raymond James & Associates, where he has worked since 2004, accumulating 22 years of industry experience. He serves as Treasurer for the North Oaks Three Subdivision HOA, a nonprofit organization. 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 consulting services with a variety of portfolio management approaches.

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

Series 63, Series 65

Denver, CO

Raymond James & Associates

Steven Ringquist is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior positions include roles at Morgan Stanley from 2009 to 2012 and Citigroup Global Markets from 2001 to 2009. He has been with Raymond James & Associates since 2012. 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, advisory programs, and institutional consulting with 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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John C

Series 66

Cincinnati, OH

Raymond James & Associates

John Cassin IV is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2013. 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 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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Travis C

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Travis Collum is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has held multiple roles at Raymond James & Associates since 2011, with additional experience at IHT Wealth Management LLC and LPL Financial. 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 through various advisory programs and services.

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

Series 66

Memphis, TN

Raymond James & Associates

Ricky Hunt is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 16 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a partner and 12.5% owner of a hunting club in Mississippi. Raymond James & Associates is a large, dually registered broker‑dealer and SEC‑registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and non‑discretionary investment consulting with a variety of portfolio management styles and is notable for its municipal advisory services and extensive affiliated ecosystem.

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

Series 66

Coral Gables, FL

Raymond James & Associates

Nicholas Hernandez is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked in real estate at Apex Capital Realty for three years and has academic experience from Florida State University. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse range of clients, including individuals, institutional and pension plans, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Marlene F

Series 63, Series 65

Houston, TX

Raymond James & Associates

Marlene Fowler is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Raymond James & Associates since 2013. 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, charitable organizations, 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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Jeffrey D

Series 63

Santa Barbara, CA

Raymond James & Associates

Jeffrey Davis is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds a Series 63 designation and has worked in the financial services sector since at least 2012, including roles at UBS Financial Services and Raymond James. 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, charitable organizations, and public entities, offering financial planning and non-discretionary investment consulting 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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Pamela C

Series 63, Series 66

Denver, CO

Raymond James & Associates

Pamela Cook is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. She has worked at Kestra Investment Services and Kestra Advisory from 2019 to 2023 and at RBC Capital Markets from 2015 to 2019. 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, 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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