Marc Dougherty Jr. is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and has previous experience with Morgan Stanley and Colby College. 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 supported by a nationwide adviser network.

Jason Zaks is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as a senior vice president and volunteer officer on the board of the Old Town Club, a social and country club in Winston-Salem. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages 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 supported by a nationwide adviser network.

Staci Geiger is a financial advisor with Raymond James & Associates in Muskegon, MI, holding a Series 66 designation and bringing 24 years of industry experience. She has worked at Raymond James & Associates since 2010 and previously spent a year at Sparrow Boutique. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and government entities. The firm offers financial planning and advisory services with a focus on tailored, non-discretionary strategies supported by a broad range of portfolio management styles and affiliated research.

Kevin Sorensen is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior work includes roles at Charles Schwab, Robinhood, Altruist Financial, and First Command Financial Services. 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 municipal entities, offering financial planning and consulting primarily through non-discretionary relationships, supported by a broad range of portfolio management styles and affiliated research.

Joseph Johnson is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. His professional credentials include 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, institutional and pension plans, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by various portfolio management styles and affiliated research.

Philip Bradshaw is a financial advisor with Raymond James & Associates in San Diego, CA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

Rita Wright Oujesky is a financial advisor with Raymond James & Associates in Fort Worth, 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, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse range of clients, including individuals, institutional investors, pension plans, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary solutions.

Ashley Alexander is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. Prior to joining Raymond James in 2020, Ashley worked at Wells Fargo Clearing and Wells Fargo Advisors 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 municipal entities, offering financial planning and consulting with non-discretionary implementation supported by a range of portfolio management styles and firm research.

Juan Militello is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC, where he worked for over a decade. 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 institutional fiduciary solutions.

Rosalind Mouzouris is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 26 years of industry experience. She has been with Raymond James & Associates since 2006. Raymond James & Associates is a large 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 municipal advisory services, supported by a nationwide adviser network and a range of portfolio management styles.

Nicole Mccuskey is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds a Series 66 designation and has worked with various Raymond James entities and affiliated firms since 2016. 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 with a range of portfolio management styles and affiliated research.

Matthew Perrelli is a financial advisor with Raymond James & Associates in Coral Gables, FL. He holds a Series 66 designation and has 14 years of industry experience, including 15 years with Raymond James & Associates. 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 and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Carlos Nino is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2019. Prior to that, he was employed at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC. 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, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Susan Stepka is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining Raymond James, she worked at First Community Bank for five years and spent three years at Bruno Orthodontics. Outside of her advisory role, she sells vintage items on eBay in a limited capacity. 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 various advisory programs.

Joshua Aisenbaum is a financial advisor with Raymond James & Associates in Boca Raton, FL. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., UBS, and Morris Tepper CPA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional clients, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional services, utilizing a range of portfolio management styles supported by proprietary research and a broad affiliate network.

Tyler Wieczorek is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he was a student for eleven years. He serves as a board member and treasurer for The Arc of Arizona, where he oversees governance and financial oversight. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Matthew Harris is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has prior work experience at Workpath and CLA. 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Foster Gaylor is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Bessemer Trust Company from 2019 to 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, institutions, and municipalities, and offers tailored financial planning, non-discretionary investment consulting, and institutional advisory services.

Jarrod Dawson is a Series 66-licensed financial advisor with Raymond James & Associates in Pensacola, FL, where he has worked since 2022. He has nine years of industry experience, including roles at Bank of America and Merrill. Dawson serves as an advisory board member for Big Brothers Big Sisters of Northwest Florida, a mentoring organization focused on underprivileged youth. Raymond James & Associates oversees approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers non-discretionary investment consulting, financial planning, and institutional fiduciary services, supported by a range of portfolio management styles and affiliated research.

Scott Renfroe is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Heritage 1843, Troy University, Starling Tree Farm, and Pike Liberal Arts School. 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 municipalities, offering financial planning, investment consulting, and institutional services with a range of portfolio management styles and affiliated research.