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Alexander B

Series 66

Devon, PA

Raymond James & Associates

Alexander Boris is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. His career includes positions at Raymond James & Associates since 2021 and a prior role at Juice Dr. in 2018. 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 municipal entities, offering financial planning and investment consulting with primarily non-discretionary client relationships and access to diverse portfolio management styles.

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

Series 63, Series 66

Portsmouth, NH

Raymond James & Associates

Brian Verville is a financial advisor with Raymond James & Associates in Portsmouth, NH, holding Series 63 and Series 66 credentials and over 37 years of industry experience. He has been with Raymond James since 2014 and is also the owner of Pierre Properties, LLC, a residential rental business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities with a range of financial planning and consulting services, including municipal advisory and institutional fiduciary solutions.

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

Series 63, Series 65

Huntington, WV

Raymond James & Associates

Peter Dewald is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James 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 individuals, including high-net-worth clients, institutional and pension plans, charitable organizations, and governmental 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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Douglas A

Series 63, Series 65

Lafayette, IN

Raymond James & Associates

Douglas Amick is a financial advisor at Raymond James & Associates with 30 years of industry experience. He has held positions at Morgan Stanley Private Bank and Morgan Stanley prior to joining Raymond James in 2021. He holds Series 63 and Series 65 designations. 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 services supported by a nationwide adviser network.

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

Series 63, Series 65

Panama City, FL

Raymond James & Associates

Heather Noyes is a financial advisor with Raymond James & Associates in Panama City, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Raymond James & Associates since 2007. Outside of her advisory role, she is a partner in Triple A Homes LLC, where she manages project budgets, secures financing, and contributes to design and interior decisions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, providing 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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John P

Series 66

Auburn Hills, MI

Raymond James & Associates

John Panos is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. Before joining Raymond James, he worked at MaxPro Fitness and held multiple roles at Indiana University. 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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Matthew T

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Matthew Todd is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Raymond James & Associates since 2016. Todd serves as a director for the Old Dominion University Athletic Foundation, where he is involved in setting and implementing strategy. 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, charitable organizations, and government entities, offering financial planning and consulting services with various portfolio management styles.

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

Series 63, Series 65

Dallas, TX

Raymond James & Associates

Michael Huston is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 credentials and 54 years of industry experience. He has been with Raymond James since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as a professor with the Texas State Board of Public Accountancy. 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 municipal advisory services supported by a nationwide adviser network.

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

Series 63, Series 65

Boca Raton, FL

Raymond James & Associates

Nick De Sola is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work includes roles at Hennion & Walsh, Ameriprise Financial Services LLC, and RFM Investment Advisors, as well as experience in education and the service industry. 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 and 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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Karrie S

Series 66

Westlake, OH

Raymond James & Associates

Karrie Simm is a financial advisor with Raymond James & Associates, holding a Series 66 license and having 12 years of industry experience. Her prior roles include positions at Bank of America and Merrill Lynch. 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 government entities, offering financial planning and consulting with a range of portfolio management styles and municipal advisory services.

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

Series 63, Series 65

Annapolis, MD

Raymond James & Associates

William Stewart is a financial advisor with Raymond James & Associates in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Janney Montgomery Scott for 13 years before joining Raymond James in 2022. Stewart is involved with the ESF Dream Camp Foundation in Bryn Manor, PA. Raymond James & Associates is a large dually registered broker-dealer and investment adviser serving individuals, institutions, and municipal entities with a range of advisory services, including financial planning and institutional consulting, supported by extensive research and various portfolio management options.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Paul Renedo is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. 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 individuals, institutional clients, pension plans, 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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Gage D

Series 63, Series 66

Austin, TX

Raymond James & Associates

Gage Dahmann is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked previously at Fidelity Personal and Workplace Advisors and Fidelity Investments over a ten-year period. Outside of advising, he is the owner of PD3 Holdings LLC, a rental real estate business in Austin, 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 charitable organizations, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and model manager options.

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

Series 63, Series 65

Wilmington, NC

Raymond James & Associates

Timothy Gray II is a financial advisor with Raymond James & Associates in Wilmington, NC, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior work history includes roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving individuals, institutional clients, and municipalities. The firm offers financial planning and non-discretionary investment consulting through various advisory programs, utilizing multiple portfolio management strategies and affiliated research.

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

Series 66

Sunbury, OH

Raymond James & Associates

Stevy Skillman is a financial advisor with Raymond James & Associates based in Sunbury, OH, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2025, Skillman worked at JPMorgan Chase, J.P. Morgan Securities, and Morgan Stanley. Outside of financial services, Skillman is the owner of Boxador Sports, an online sports card and memorabilia store. Raymond James & Associates is a large registered broker-dealer and 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 investment consulting primarily through non-discretionary advisory relationships.

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

Series 66

Ponte Vedra Beach, FL

Raymond James & Associates

T. Michael Hayse is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and previously worked for Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research.

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

Series 63

Latham, NY

Raymond James & Associates

Thomas Mcdonald Sr. is a financial advisor with Raymond James & Associates, holding a Series 63 credential and bringing 40 years of industry experience. Prior to joining Raymond James in 2026, he worked at Janney Montgomery Scott for 24 years. He has served on the finance committee of Blessed Sacrament Church in Albany, providing financial support on a volunteer basis. 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 advisory services.

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

Series 66

Atlanta, GA

Raymond James & Associates

Sebastian Russell is a financial advisor at Raymond James & Associates with three years of industry experience. He previously worked at Morgan Stanley and Northwestern Mutual Wealth Management Company. Outside of his advisory work, he spends some time managing a cryptocurrency account and doing food delivery. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles along with firm research and affiliated sub-advisers.

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

Series 66

New York, NY

Raymond James & Associates

Justin Rosato III is a financial advisor with Raymond James & Associates based in New York, NY. He holds a Series 66 designation and has 21 years of industry experience. Outside of his advisory role, he is involved with Donovans Reef Bar and Restaurant. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, advisory, 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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Russell C

Series 63, Series 65

Louisville, KY

Raymond James & Associates

Russell Cotton is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, Mr. Cotton is a managing partner of RichRussLLC, which seeks investment opportunities across various asset types, and serves on the advisory board of Saint Bernadette Catholic Church, where he reviews budgets and approvals for the church and school. 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, charitable organizations, and government entities, offering non-discretionary financial planning and consulting supported by 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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