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Benjamin A

Series 66

Louisville, KY

Raymond James & Associates

Benjamin Arnold is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years. Arnold has also been employed with Jefferson County Public Schools for over a decade. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers tailored financial planning and investment consulting services supported by a nationwide adviser network and a range of portfolio management styles.

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

Series 63, Series 65

Chattanooga, TN

Raymond James & Associates

May Gibson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Raymond James & Associates since 2003. 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, institutional and pension plans, and municipal 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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Michele H

Series 63, Series 66

Chicago, IL

Raymond James & Associates

Michele Herzberg is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds the Series 63 and Series 66 credentials and has held previous positions at firms including BWM Advisory, Bedrock Financial Services, Apex, USAA Investment Management Company, and Lucia Capital Group. Raymond James & Associates, Inc. is a 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 entities, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and firm research.

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

Series 63, Series 66

St Louis, MO

Raymond James & Associates

Scott Petkas is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Raymond James, he worked for 11 years at Edward Jones. He serves as a board member of the YMCA in Wildwood, MO, and volunteers with the Lions Club in Eureka, MO. 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, providing financial planning and non-discretionary consulting supported 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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Donna Marie K

Series 66, Series 65

Devon, PA

Raymond James & Associates

Donna Marie Kelly is a financial advisor with Raymond James & Associates, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. She previously worked at firms including RBC Capital Markets, Janney Montgomery Scott, and Stifel Nicolaus. Outside of her financial advisory role, she serves as a sacristan at St. Agnes Church, where she assists with weddings, funerals, and baptisms. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, leveraging a range of portfolio management styles supported by affiliated research and sub-advisers.

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

Series 66

Providence, RI

Raymond James & Associates

Krystal Buckley is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for nine years before joining her current firm. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning and investment consulting through a variety 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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Jessica D

Series 66

Evansville, IN

Raymond James & Associates

Jessica Deminey is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2014. The firm oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and municipal entities. Raymond James offers a range of financial planning and investment consulting services, utilizing various portfolio management styles and firm research to support client decisions.

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

Series 63, Series 66

Destin, FL

Raymond James & Associates

Krista Kenney is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Raymond James in 2018, she worked with the Department of Defense Education Activity. 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, providing financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles.

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

Series 63, Series 65

Flagstaff, AZ

Raymond James & Associates

Brian Flader is a financial advisor with Raymond James & Associates in Flagstaff, AZ, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior roles include positions at City National Bank and RBC Capital Markets. Outside of his advisory work, he serves on the board of the Arcadia Camelback Mountain Neighborhood Association in Phoenix. Raymond James & Associates is a large, dually registered 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—and offers financial planning, investment consulting, and institutional advisory services through 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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Gene M

Series 63, Series 65

Largo, FL

Raymond James & Associates

Gene Melamud is a financial advisor with Raymond James & Associates in Largo, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James since 1995. Outside of his advisory role, he assists his mother as a trustee delegate and power of attorney with her investments. 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.

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

Series 66

Baton Rouge, LA

Raymond James & Associates

William Mcrae Jr. is a Series 66-registered financial advisor with Raymond James & Associates in Baton Rouge, LA, with 18 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

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

Series 63, Series 66

Largo, FL

Raymond James & Associates

Beth Doyle is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Raymond James & Associates since 2018, following experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to her advisory role, she serves as a notary public in Trinity, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and various organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, drawing on diverse investment strategies and firm research.

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

Series 66

Chicago, IL

Raymond James & Associates

Sherrill Kullander is a financial advisor with Raymond James & Associates in Chicago, IL, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Raymond James & Associates 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 a range of financial planning and consulting services with a primarily non-discretionary approach tailored through risk profiling and analytic tools.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Todd Schober is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Steward Partners. 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 and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported 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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Andrew B

Series 66

New Haven, CT

Raymond James & Associates

Andrew Boone is a Series 66-credentialed financial advisor with 23 years of industry experience. He has worked at Raymond James & Associates since 2024 and previously spent 21 years with UBS PaineWebber Inc. 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, pension and profit-sharing plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs and drawing on 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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Dillon B

Series 66

Houston, TX

Raymond James & Associates

Dillon Burr is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and has previously worked at Arch Staffing Group and the University of Texas. 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.

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

Series 66

Portage, MI

Raymond James & Associates

Michael Tangalakis is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2021. Prior to his current role, he was employed at Morton Grove Pharmaceuticals for several years. 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 investors, and municipal entities, 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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William H

CFP®, Series 66

Louisville, KY

Raymond James & Associates

William Henderson is a CFP® with 26 years of experience in the financial services industry. He is currently with Raymond James & Associates and previously spent 20 years at PNC Investments. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range 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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Paul L

Series 63, Series 65

Little Rock, AR

Raymond James & Associates

Paul Lanier Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James since 2012. Lanier serves on the Arkansas State Bank Department Board, a non-investment-related political appointment. 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, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

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

Series 66

Jasper, AL

Raymond James & Associates

Matthew Laird is a financial advisor with Raymond James & Associates in Jasper, Alabama, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as a director on the board of Bank of Walker County and is a 20% owner of a Mosquito Authority franchise in San Antonio, Texas. He is also involved in nonprofit work as an officer and board member of the Walker Area Community Foundation. 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 public entities, and offers 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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