Kjersten Lazar is a CFP® professional with 33 years of industry experience, currently serving at Raymond James & Associates since 2007. She holds Series 63 and Series 65 registrations and is based in Somers, NY. Lazar is also a trustee and secretary for Player'e Eye Football Club, contributing to board meeting documentation. 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 municipal advisory services.

Joseph Andreoli Jr. is a financial advisor with Raymond James & Associates in Hackensack, NJ, holding a Series 63 designation and bringing 38 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 a nationwide adviser network.

Robert Blackford is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he is a partner in Abacoholics LLC, which owns a vacation home. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Donald Malmo III is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Duncan Williams, Inc. for eight years. Malmo is involved in several community and nonprofit organizations, including serving as a board member of the Memphis Country Club and participating on the finance and investment committees for his church and alma mater. 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, offering financial planning, advisory services, and institutional consulting, with an emphasis on tailored, non-discretionary planning supported by extensive research and multiple portfolio management styles.

Michael Antoni is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 designation and has previously worked at Gagliardi Insurance Services. Outside of his advisory role, Antoni serves as an assistant hockey coach at Drexel University and acts as a co-trustee of a charitable trust. 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 municipalities, offering non-discretionary financial planning and consulting tailored through risk profiling and software-driven analyses.

Lori Rupe is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and 66 licenses and bringing 33 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. 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.

Kimberly Johnson is a financial advisor with Raymond James & Associates, holding a Series 63 credential and 35 years of industry experience. She has been with Raymond James since 2013 and also works part-time as a personal assistant at Allen Morgan & Doug Edwards. 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 non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

George Mitchell III is a CFP®-certified financial advisor with Raymond James & Associates, bringing 46 years of industry experience. He has been with Raymond James since 2013. In addition to his advisory role, Mitchell serves as a trustee for a family-related investment entity. 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 specialized municipal advisory services.

William Burmeister is a ChFC® credentialed financial advisor with 19 years of industry experience. He has been with Raymond James & Associates since 2021, following seven years at TIAA-CREF. Outside of his advisory role, he is a board member of the York Meadows Homeowner's Association. 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 municipalities, offering financial planning and investment consulting through a range of portfolio management strategies and institutional services.

Jason Goldstein is a financial advisor with Raymond James & Associates, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory role, he is the owner of TGGTB LLC, a business based in Bethesda, MD. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Eduardo Bonilla is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is the owner of a rental real estate business. 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 supported by extensive research and a range of portfolio management options.

Brynlie Johnston is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2022. Outside of her advisory role, she engages in commission-based clothing sales on the Poshmark app. 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 solutions.

Eric Westerdale is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2020, he worked at The Prudential Insurance Company of America and Pruco Securities LLC, and he also has a long tenure with Brooks Brothers. He is based in Greenwich, Connecticut. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning and consulting with a variety of portfolio management styles and affiliated research.

Dierk Cockrell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He previously worked at Stephens Inc. from 2009 to 2023 before joining Raymond James. Cockrell serves on the advisory board of Hartfield Academy. 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 consulting services supported by a diverse range of portfolio management styles and affiliated research.

Donald Nadeau is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Raymond James since 1999 and also maintains a longstanding association with Roney & Co. since 1988. Outside of his advisory roles, he is a partner in Brothers 4 LLC, a limited liability company. 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 and advisory services with a range of portfolio management styles.

Wendy Johnson is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 11 years before joining Raymond James in 2026. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Tara Chenoweth is a financial advisor at Raymond James & Associates with 30 years of industry experience. She has been with Raymond James since 2017. Outside of her advisory role, she is a partner in a custom home business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and nonprofit entities. The firm provides financial planning, non-discretionary consulting, municipal advisory services, and draws on a variety of portfolio management styles supported by extensive research and affiliated resources.

Luke Petrarca is a financial advisor at Raymond James & Associates with 10 years of industry experience. He has held his current position since 2015 and holds a Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, pension, charitable, and municipal clients, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Tanya Wandoff is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. She has worked at Raymond James since 2017 and previously at UBS Financial Services from 2014 to 2017. 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.

Michael Mulloy is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 2016. Outside of his advisory role, he is involved in managing a rental property used primarily for housing his son and his son's college friends while attending Texas A&M University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, charitable organizations, and government entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, leveraging various portfolio management styles and affiliated research.