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Tessa T

Series 65, Series 63

Mishawaka, IN

Raymond James & Associates

Tessa Troyer is a financial advisor at Raymond James & Associates with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Raymond James, she worked at Howard Bailey Financial and has experience in educational roles within the School City of Mishawaka, Wawasee Community Schools, and Manchester Community Schools. 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, 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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Duane C

Series 63, Series 65

Tampa, FL

Raymond James & Associates

Duane Chaney is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2004. Outside of his advisory role, he owns Stellar Tennis Events, LLC, which provides tennis event consulting and referral services. Chaney also serves on the boards of local homeowner associations, contributing to finance and investment committees. 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 municipalities, offering financial planning and non-discretionary investment 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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Demetrios P

Series 66

Fayetteville, GA

Raymond James & Associates

Demetrios Protopapadakis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. His prior roles include positions 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 with financial planning, investment consulting, and institutional fiduciary solutions, offering non-discretionary advice supplemented 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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Dominick D

Series 63, Series 65, Series 66

Boca Raton, FL

Raymond James & Associates

Dominick Dibona is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Raymond James in 2019. He serves as an acting trustee for Garber, overseeing account activities. 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, investment consulting, and specialized municipal advisory services.

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

Series 66

Scottsdale, AZ

Raymond James & Associates

Eric Waszolek is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he manages his own rental real estate property. Raymond James & Associates 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 fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Christie A

Series 66

Dallas, TX

Raymond James & Associates

Christie Autry is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2013. Outside of her advisory role, she is involved with the Whitton Volunteer Fire Department in Canton, Texas, where she assists with managing financial operations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services supported by a nationwide adviser network and a range of portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Andrew V

Series 66

Greensboro, NC

Raymond James & Associates

Andrew Vanore is a financial advisor with Raymond James & Associates, holding the Series 66 designation and 14 years of industry experience. Prior to joining Raymond James in 2023, he worked at Bank of America, N.A. for 11 years and Merrill Lynch, Pierce, Fenner & Smith Incorporated for 12 years. 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, and offers financial planning, investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Linda V

Series 63

St. Petersburg, FL

Raymond James & Associates

Linda Van Pelt is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 39 years of industry experience. She has been with Raymond James & Associates since 2005. Outside of her advisory role, she operates LVP Designs, creating and marketing crafts at local markets and fairs. 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, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Sean Garcia is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at Raymond James and Associates since 2019 and previously spent 12 years at T. Rowe Price Investment Services, Inc. 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 that includes individuals, institutional investors, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

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

Series 63, Series 65

Greenwich, CT

Raymond James & Associates

Kenneth Germann is a financial advisor with Raymond James & Associates in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he owns a rental property in New Canaan, CT. 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 that includes individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting services 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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William C

Series 63, Series 65

Mason City, IA

Raymond James & Associates

William Cooney is a financial advisor with Raymond James & Associates in Mason City, IA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2006 and has participated in the Summer Youth Employment Training Program since 1981. Cooney also serves on the investment committee of the NIACC Foundation Board in Mason City. Raymond James & Associates is a large 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, 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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Anne P

Series 63, Series 65

Buffalo, NY

Raymond James & Associates

Anne Pasker is a financial advisor with Raymond James & Associates in Buffalo, NY, holding Series 63 and Series 65 designations and 27 years of industry experience. She joined Raymond James in 2020 after working at key Investment Services LLC from 2016 to 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, institutions, and municipal entities, offering financial planning and consulting through a range of investment strategies and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Cory E

Series 66

Queen Creek, AZ

Raymond James & Associates

Cory Elmore is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. He previously worked at John Hancock Advisers, John Hancock Funds, John Hancock, Edward Jones, and Neodent. 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—including high-net-worth clients—institutions, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting 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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Daniel D

Series 63

Naples, FL

Raymond James & Associates

Daniel Decambra is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Raymond James & Associates since 1987. In addition to his advisory role, he serves as a trustee and trust protector for family trusts and is involved in managing agricultural and short-term rental business activities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting, supported by extensive research and a range of portfolio management styles.

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

Series 66

Chicago, IL

Raymond James & Associates

Sean Moran is a financial advisor with Raymond James & Associates in Chicago, holding a Series 66 credential and one year of industry experience. Prior to his current role, he worked at Sidley Austin LLP and has volunteer experience as the financial secretary for the Knights of Columbus, where he manages financial and membership records. Raymond James & Associates is a large, nationally registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers non-discretionary financial planning and investment consulting supported by extensive research, multiple portfolio management styles, and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jason J

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Jason Jackson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His career includes 13 years at T. Rowe Price Investment Services, Inc. and ongoing roles with Carillon Fund Distributors, Inc. since 2019. 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 that includes individuals, institutions, pension plans, and charitable organizations. The firm offers a range of financial planning and consulting services, utilizing various portfolio management styles and affiliated research to support non-discretionary advisory relationships.

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

Series 66

Paramus, NJ

Raymond James & Associates

Mauro Puello is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has been in the industry since 2025 and previously worked at Total Deployment Solutions, The Wright Star, FX Trading Academy, and Cardinal Bridge 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, and offers a range of financial planning, investment consulting, and municipal advisory services.

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

Series 63, Series 66

Cape Coral, FL

Raymond James & Associates

Angela Walton is a financial advisor with Raymond James & Associates in Cape Coral, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked with Raymond James since 2010 and has prior experience with Optavia and Weight Watchers. Outside of her financial advisory role, Walton owns Life 2 Love Coaching, where she provides personal and relationship coaching. 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 municipal advisory services.

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

Series 66

Omaha, NE

Raymond James & Associates

Tad Petersen is a financial advisor at Raymond James & Associates in Omaha, NE, holding a Series 66 designation with 10 years of industry experience. He has been with Raymond James since 2016. 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 charitable organizations, offering 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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John R

Series 66

Memphis, TN

Raymond James & Associates

John Raulston is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Raymond James & Associates since 2013. 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 services.

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