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Christine D

Series 63, Series 65

Devon, PA

Raymond James & Associates

Christine Diemidio is a financial advisor with Raymond James & Associates in Devon, PA, holding Series 63 and Series 65 licenses. She has 26 years of industry experience, including 10 years with her current firm. 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 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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My E

CFP®, Series 63

St. Petersburg, FL

Raymond James & Associates

My Edmonds is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2014. He is a board member and finance/investment committee member for Gulf Coast JFCS, 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 individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs and a broad range of portfolio management styles.

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

Series 66

Wyandotte, MI

Raymond James & Associates

Bryan Morgan is a financial advisor with Raymond James & Associates in Wyandotte, MI, holding a Series 66 designation and 14 years at Raymond James, including 5 years of industry experience. He serves as a board and committee member for First Step, a nonprofit organization, where he assists with event planning and fundraising and participates in finance committee duties. 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, 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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Andree W

Series 66

Lafayette, LA

Raymond James & Associates

Andree Willis is a financial advisor at Raymond James & Associates with five years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, The Gleason Group, and Go CO Realty. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning and consulting with a non-discretionary approach 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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Craig N

Series 66

Long Beach, NY

Raymond James & Associates

Craig Nolan 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 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, institutional clients, pension and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

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

Series 63, Series 65, Series 66

Naperville, IL

Raymond James & Associates

Katherine Kozlowski is a financial advisor at Raymond James & Associates with 18 years of industry experience. She has held positions at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and UBS Financial Services prior to joining Raymond James in 2020. Kozlowski holds Series 63, Series 65, and Series 66 designations. 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, 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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Jeffrey S

Series 65, Series 63

Pittsburg, PA

Raymond James & Associates

Jeffrey Sollars is a financial advisor with Raymond James & Associates who holds Series 65 and Series 63 credentials and has 25 years of industry experience. He has worked at Raymond James & Associates since 2023, following prior roles at Bank of America and Merrill. 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 high-net-worth individuals, institutions, 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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Philip G

Series 63, Series 65

Ponte Vedra Beach, FL

Raymond James & Associates

Philip Greer is a financial advisor with Raymond James & Associates in Ponte Vedra Beach, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at Wells Fargo Advisors LLC for seven years before joining Raymond James in 2016. Greer serves as an unpaid board member for HERO—Health Education to Reduce Obesity, a nonprofit focused on health education for underprivileged communities. 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 public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions 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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Tobin H

Series 63, Series 65

Clearwater, FL

Raymond James & Associates

Tobin Hom is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 1993. Outside of his advisory role, he serves as co-trustee on a family trust. 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 broad 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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Paul M

Series 65, Series 63

Devon, PA

Raymond James & Associates

Paul Milnes is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes positions at Wells Fargo Advisors, Credit Suisse Securities, Persimmon Capital Management, and DeWitt Capital Management. In addition to his advisory role, he is a partner and investor in the business JAMMSY I LLC. 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 specialized municipal advisory services, supported by a range of research, portfolio management styles, and a broad affiliate network.

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

Series 63, Series 65

Wellesley, MA

Raymond James & Associates

Kevin Dowd is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Raymond James & Associates since 2017 and previously spent eight years at Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutional clients, and municipal entities. The firm provides tailored financial planning and consulting services, drawing on a variety of portfolio management styles and affiliated research.

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

Series 66

Vero Beach, FL

Raymond James & Associates

Diane Nelson is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for 25 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, institutions, and charitable organizations, and offers a range of financial planning and consulting services with a generally non-discretionary approach.

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

Series 66

Dallas, TX

Raymond James & Associates

Cole Bohner is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Champ Sports Company, Bridgepoint Consulting, and Charles Schwab. Outside of his advisory work, he plays guitar in a band on weekends. 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 non-discretionary implementation decisions.

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

Series 63, Series 66

Boca Raton, FL

Raymond James & Associates

Shane O'Brien is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 66 designations and 19 years of industry experience. His previous roles include positions at Morgan Stanley and Beachbody 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 nonprofits, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

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

Series 66

San Antonio, TX

Raymond James & Associates

James Bradford is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked in the education sector within several school districts and at Texas A&M University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, 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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Thomas S

Series 63, Series 65

Leawood, KS

Raymond James & Associates

Thomas Saunders Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, where he worked for a combined 18 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, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

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

Series 66

Farmington Hills, MI

Raymond James & Associates

Spencer Godin is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has previously worked with The Aspire Group LLC and in roles outside of finance, including with Shoot Out Hockey Inc. and the Nashville Predators. 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 investment consulting through various advisory programs.

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

Series 63, Series 65

Lake Charles, LA

Raymond James & Associates

Deborah Ardoin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 16 years before joining her current firm in 2022. Deborah is based in Lake Charles, Louisiana. 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 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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Paul B

Series 63, Series 66

Birmingham, AL

Raymond James & Associates

Paul Bush is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes prior roles at Bank of America, Merrill, BBVA Securities, and Compass Bank. 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, providing financial planning and advisory services with non-discretionary consulting based on detailed analyses and supported by firm research and a range of portfolio management options.

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

Series 66

Coral Gables, FL

Raymond James & Associates

Kim Shechtman is a financial advisor with Raymond James & Associates, holding a Series 66 credential and four years of industry experience. Prior to joining Raymond James in 2021, Kim was self-employed for three years and has held roles at Thrive Global and Mildstorm LLC. Kim serves on the board of Kristi House Children's Advocacy Center, contributing to planning, organizational management, and financial oversight. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, and municipalities, offering financial planning and investment consulting 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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