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John C

Series 63, Series 66

Oak Grove, LA

Raymond James & Associates

John Clausen is a financial advisor with Raymond James & Associates in Oak Grove, Louisiana, holding the Series 63 and Series 66 credentials and possessing 34 years of industry experience. He 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 client base including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning and consulting services with a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Reid J

Series 66

St. Petersburg, FL

Raymond James & Associates

Reid Johnson is a financial advisor at Raymond James & Associates with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Omni 360 Advisors and Cion Investments. 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 wide client base, including individuals, institutional and 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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Bruno B

Series 66

Nashville, TN

Raymond James & Associates

Bruno Bulovas III is a financial advisor at Raymond James & Associates with two years of industry experience. He previously worked at Northwestern Mutual Investment Services, LLC and has an academic background from Mandeville High School, the University of Alabama, and Vanderbilt University. Bulovas serves as Treasurer for the Nashville Chapter of the University of Alabama National Alumni Association, a nonprofit organization. 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 institutional fiduciary solutions, 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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Christopher H

Series 63, Series 65

West Hartford, CT

Raymond James & Associates

Christopher Halotek is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. He is based in West Hartford, CT. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions 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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Julius E

Series 66

Florence, SC

Raymond James & Associates

Julius Eldridge III is a financial advisor with Raymond James & Associates holding a Series 66 designation and 25 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2020. Eldridge serves as Treasurer and board member of the All Saints Episcopal Day School, 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 a diverse client base, providing financial planning, non-discretionary investment consulting, and institutional fiduciary 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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Conor B

Series 66

Chicago, IL

Raymond James & Associates

Conor Bayer is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and previously worked for five years at Echo Global Logistics before joining Raymond James in 2020. Based in Chicago, IL, he provides advisory services as part of a large national firm. Raymond James & Associates 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, institutions, and public entities, offering financial planning, 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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Megan B

Series 66

Oakbrook Terrace, IL

Raymond James & Associates

Megan Berning is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. She has been with Raymond James since 2016 and is also a certified notary public since 2013. Raymond James & Associates is a 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, 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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Michael P

Series 66

Fort Myers, FL

Raymond James & Associates

Michael Perino is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding a Series 66 designation and offering 19 years of industry experience. He has been with Raymond James & Associates since 2012. 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 and profit-sharing plans, and municipal entities, providing tailored financial planning and consulting through various programs and research-driven portfolio management approaches.

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

Series 66, Series 63

Coral Gables, FL

Raymond James & Associates

Rafael Sagarbarria is a financial advisor with Raymond James & Associates, holding Series 66 and Series 63 credentials and bringing 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing and HSBC Private Bank. He is based in Coral Gables, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing about $501 billion in assets. The firm serves a diverse client base—including individuals, institutional clients, and public entities—and offers financial planning, non-discretionary investment consulting, wrap fee programs, and institutional fiduciary solutions.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Michaela Macias is an advisor at Raymond James & Associates with 20 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked for T. Rowe Price for 14 years. Outside of her advisory role, she is the owner of Greener Services LLC, a business unrelated to investment activities. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser that serves individual, institutional, and municipal clients. The firm offers financial planning and consulting with a range of portfolio management styles, supported by affiliated research and municipal advisory services.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Alexander Sayers is a Series 66-credentialed financial advisor with Raymond James & Associates in St. Petersburg, FL, where he has worked since 2014, totaling 11 years of industry experience. He serves as treasurer for the Tampa Bay UT Alumni Chapter, overseeing financial arrangements and reporting for the nonprofit. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles and municipal advisory capabilities.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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George Ryan C

Series 63, Series 66

Memphis, TN

Raymond James & Associates

George Ryan Connor is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kimery Wealth Management, LLC, and FTN Financial in both Securities Corp and Capital Markets divisions. Raymond James & Associates is a large 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, 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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Carla G

Series 66

Idaho Falls, ID

Raymond James & Associates

Carla Greenough is a financial advisor with Raymond James & Associates based in Idaho Falls, ID. She holds a Series 66 designation and has 27 years of industry experience, including 28 years at Merrill prior to joining Raymond James in 2024. Outside of her advisory role, she owns two small businesses: F.A.S.T Racing and Shop With Carla G, which involve invoice management and retail sales of clothing and crafts, respectively. 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 and consulting services with a range of portfolio management styles, supplemented by research and model managers, while maintaining mostly non-discretionary client relationships.

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

Series 63, Series 66

Owosso, MI

Raymond James & Associates

Heidi O'dea is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Raymond James for 14 years. Heidi serves as a board member and finance committee member for the YMCA in Owosso, Michigan. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and advisory services with various portfolio management styles and is notable for its municipal advisory services and extensive affiliate network.

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

Series 63

Dallas, TX

Raymond James & Associates

Thomas Frye is a financial advisor at Raymond James & Associates with 39 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, Frye serves as a trustee managing assets for the Frye 2000 trust. 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, 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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Juan Carlos B

Series 66

Miami, FL

Raymond James & Associates

Juan Carlos Bonelli is a financial advisor with Raymond James & Associates holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of financial services, he has been involved with Miami Golf for over a decade. 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 non-discretionary investment 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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Patrick B

Series 66

Ponte Vedra Beach, FL

Raymond James & Associates

Patrick Brannam is a financial advisor with Raymond James & Associates in Ponte Vedra Beach, FL, holding a Series 66 credential and bringing 23 years of industry experience. He has been with Raymond James & Associates since 2013. 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, institutional investors, 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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Tyler S

Series 63, Series 65

Petoskey, MI

Raymond James & Associates

Tyler Spence is a financial advisor with Raymond James & Associates in Petoskey, MI, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Raymond James & Associates since 1999. In addition to his advisory work, he serves on the finance committee of the Cottage Grove Association in Roscommon, MI. 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 consulting services.

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

CFP®, ChFC®, Series 66, Series 63

St. Petersburg, FL

Raymond James & Associates

Chad Kimble is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 66 and Series 63 licenses. His prior experience includes roles at Equitable Advisors, Facet Wealth, and T. Rowe Price. 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 plans, and municipal entities, offering financial planning and non-discretionary investment 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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Kevin G

Series 63, Series 66, Series 65

Wadsworth, OH

Raymond James & Associates

Kevin Gundrum is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Valmark Securities, LLC and PNC Investments. Gundrum is based in Wadsworth, Ohio. 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 solutions.

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