Anne Gotingco is a financial advisor with Raymond James & Associates in San Diego, CA, holding a Series 66 designation and 19 years of industry experience. She has worked at Raymond James & Associates since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors 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 a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting with an emphasis on tailored, non-discretionary advice supported by extensive research and multiple portfolio management styles.

Sophany Wagoner is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Kovack Securities, Alliance Wealth, Charles Schwab, and Selene Finance prior to joining Raymond James in 2019. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Kelly Anderson is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has worked at several notable firms, including Morgan Stanley and The Ayco Company, a Goldman Sachs affiliate. Anderson holds Series 63 and Series 65 licenses and is based in St. Petersburg, 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Mark Thompson is a CFP® professional with 39 years of industry experience and has been with Raymond James & Associates since 1995. He is based in Melbourne, FL, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he volunteers with the Space Coast Early Intervention Center. 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, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network and a range of portfolio management styles.

Megan Weakland is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 21 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 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 various portfolio management styles and affiliated research.

Kenneth Whitley is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. He has been with Raymond James & Associates since 2004. Outside of advising, he is an owner of WVP Ventures LLC, an entity involved in leasing office space to his firm. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

William Dagistino Jr. is a CFP® professional with 39 years of industry experience, currently advising at Raymond James & Associates since 2019. His prior roles include positions at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a broad client base including individuals, institutional and pension plans, and offers financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Keegan Hyland is a financial advisor at Raymond James & Associates in Portland, ME, holding a Series 66 designation with seven years of industry experience. He has worked at Raymond James & Associates in multiple periods since 2018 and spent time at RBC Capital Markets and Vipkid. Outside of his advisory role, he is a partner and co-owner of RiotHawk LLC. Raymond James & Associates is a large dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a broad range of portfolio management styles and affiliated research.

Stephanie Kerr is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked within various divisions of Raymond James since 2016. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including high-net-worth individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Benjamin Bristol is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he was associated with Gradient Securities LLC and has held diverse roles at organizations including the University of North Dakota and MarineMax. Raymond James & Associates is a large firm that serves a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Shelby Feurtado is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2014. Outside of his advisory role, Feurtado serves on the finance and investment committee of First Baptist Church Alma, where he helps manage budgeting and spending oversight. 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, drawing on a variety of portfolio management styles supported by affiliated research and sub-advisers.

Nina Sanchez is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 designation and has prior experience at Plante Moran, Pine Grove Housing Service, and PNC Bank. 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 services.

Mary Nolan is a financial advisor with Raymond James & Associates in Chicago, IL, holding a Series 66 designation and 25 years of industry experience. She has been with Raymond James & Associates since 2006. Nolan is the owner of Brechnitz Group LLC, a business unrelated to investment 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 and non-discretionary investment consulting through various specialized programs.

Matthew Harring is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2013. Outside of his advisory role, he owns an IT consulting business serving small medical offices. 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 charitable organizations, offering financial planning and non-discretionary investment consulting through various programs and affiliated research.

Royce Burns is a CFP® professional with 37 years of industry experience, currently serving at Raymond James & Associates since 2020. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Truist Investment Services. He also works as a financial consultant providing financial planning overviews to military DoD personnel and families, focusing on budgeting, debt, and government thrift savings plans. 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 broad client base including individuals, institutional, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles.

James Zapotocky is a financial advisor at Raymond James & Associates with 12 years of industry experience. He previously worked at Morgan Stanley and its private banking divisions for a decade. Outside of his advisory role, he has a business interest in a rental real estate venture called The Wine Down Paso. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving individuals, institutions, and municipal clients. The firm offers financial planning and consulting through a range of investment strategies and is notable for its municipal advisory services and employer retirement plan consulting programs.

Blake Brignac is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2022. Prior to that, he spent nine years at Bank of America and Merrill. 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 institutional advisory services.

Christopher Spires is a financial advisor with Raymond James & Associates in Bluffton, SC. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, including 18 years with Raymond James. He serves on the advisory board of Coastal Carolina Hospital. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers a range of financial planning and consulting services, employing various portfolio management styles supported by affiliated research and model managers.

Steven Williams is a financial advisor with Raymond James & Associates in Salt Lake City, UT, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Merrill from 1999 to 2021 and Bank of America from 2013 to 2021 before joining Raymond James in 2021. Outside of his advisory role, he owns a rental property that he plans to lease initially to family members. 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 specialized municipal advisory services.

Sanae Garcia is a financial advisor at Raymond James & Associates with 36 years of industry experience. Prior to joining Raymond James in 2025, she worked at UBS Financial Services Inc. for 14 years. Outside of her advisory role, she owns Nose Wiggle Productions, Inc., a company through which she occasionally sells photography and video work. Raymond James & Associates is a large broker‑dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.