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Frank V

Series 63, Series 65

Lynchburg, VA

Raymond James & Associates

Frank Vaden is a financial advisor with Raymond James & Associates in Lynchburg, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Truist Advisory Services, Bb&T Securities, and Scott & Stringfellow, Inc. He serves as a board member of Spring Hill Memorial Cemetery. 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 non-discretionary financial planning and consulting supported by extensive research and a range of portfolio management strategies.

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

Series 66

Frisco, TX

Raymond James & Associates

Matthew Blair is a financial advisor with Raymond James & Associates in Frisco, TX, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Bank of America and Merrill, where he worked for over a decade combined. 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, institutional clients, 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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Luther W

Series 63, Series 65

Kirkland, WA

Raymond James & Associates

Luther Woodard III is a financial advisor at Raymond James & Associates with 10 years of industry experience. He previously worked at Crewe Capital, Cognitive G Capital Group, and BCW Securities LLC. Outside of his advisory role, he is CEO of Sports Acquisition Capital, focusing on capital raising for professional sports secondaries, and he serves as a Zamboni driver for the Seattle Kraken. 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 tailored financial planning and consulting services supported by a nationwide adviser network and a range of portfolio management styles.

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

Series 63, Series 66

Augusta, GA

Raymond James & Associates

James Mc Gee IV is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and possessing 13 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, he manages a rental property in Augusta, GA, which he leases annually during Masters week. 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—and offers financial planning and consulting services 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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Eric L

Series 63, Series 66

Lafayette, LA

Raymond James & Associates

Eric Le Blanc is a financial advisor with Raymond James & Associates in Lafayette, LA, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. He has been with Raymond James & Associates since 2013. 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 individuals, institutional clients, and charitable organizations with a range of financial planning and advisory services, employing various portfolio management styles supported by firm research and affiliated sub-advisers.

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

Series 65, Series 63

Southfield, MI

Raymond James & Associates

Cherene Smith is a financial advisor with Raymond James & Associates in Southfield, MI, holding Series 65 and Series 63 designations and having 12 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 managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering 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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Richard H

Series 63

West Conshohocken, PA

Raymond James & Associates

Richard Hartman Jr. is a financial advisor with Raymond James & Associates, holding a Series 63 designation and offering 47 years of industry experience. He has been with Raymond James since 2006. Outside of his advisory role, he has supported his family by cosigning a mortgage for his daughter’s home. 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, non-discretionary consulting, and municipal advisory services through a network of nationwide advisers.

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

Series 66

Carlsbad, CA

Raymond James & Associates

Alec Nasto is a financial advisor with Raymond James & Associates in Carlsbad, CA, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill, UBS Financial Services, and Lincoln Financial Advisors prior to joining Raymond James. 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 public 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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Matthew C

CFP®, Series 66

Baton Rouge, LA

Raymond James & Associates

Matthew Colvin is a CFP® with 19 years of industry experience, currently associated with Raymond James & Associates in Baton Rouge, LA. 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 clients, 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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Tyler M

Series 63, Series 65

Carmel, IN

Raymond James & Associates

Tyler Maddox is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He previously worked at UBS Financial Services for 12 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, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting 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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Thomas P

Series 63, Series 65

Knoxville, TN

Raymond James & Associates

Thomas Pfeifer Jr. is a financial advisor with Raymond James & Associates in Knoxville, TN, holding Series 63 and Series 65 credentials and 33 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, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.

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

CFP®, ChFC®, Series 66

Walnut Creek, CA

Raymond James & Associates

Courtney Clakley is a CFP®, ChFC®, and Series 66-registered financial advisor with Raymond James & Associates. She has 10 years of industry experience, all with Raymond James, where she has worked 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, and charitable organizations, 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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Sandy C

Series 66

Murfreesboro, TN

Raymond James & Associates

Sandy Chaleunsinh 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 2013. 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional advisory services.

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

CFP®, Series 63, Series 65

Salt Lake City, UT

Raymond James & Associates

Steven Williams is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has worked at Raymond James & Associates since 2021, following tenures at Bank of America and Merrill Lynch. 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 nonprofit entities, providing 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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Lena T

Series 66

San Rafael, CA

Raymond James & Associates

Lena Trotter Beasley is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2015 to 2017. Outside of her financial advisory role, she is involved with Smitty's Best BBQ. 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 non-discretionary investment consulting through various specialized programs and services.

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

Series 66

Pasadena, CA

Raymond James & Associates

Jordan Berry is a financial advisor with Raymond James & Associates in Pasadena, CA, holding a Series 66 designation and six years of industry experience. He previously worked at Compass from 2018 to 2020 and Deasy Penner & Partners from 2015 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, 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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Mark F

Series 66

Bloomfield Hills, MI

Raymond James & Associates

Mark Fuqua II is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. Prior to joining Raymond James in 2022, he worked at Bank of America and Merrill. Outside of his advisory role, he is a silent owner of a physical therapy office, Michigan Orthopedic Rehabilitation, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting 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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Anthony A

Series 63, Series 65

Farmington Hills, MI

Raymond James & Associates

Anthony Agosta is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding Series 63 and Series 65 designations and possessing 39 years of industry experience. He has been with Raymond James & Associates since 2014. 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, pension and profit-sharing plans, charitable organizations, and governmental 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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Ardon C

Series 66

St. Petersburg, FL

Raymond James & Associates

Ardon Currie is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding the Series 66 designation and having six years of industry experience. He previously worked at Franklin Templeton Investments for one year before joining Raymond James & Associates in 2017. Raymond James & Associates, Inc. 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 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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Michael R

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Michael Rodenburg is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and with 27 years of industry experience. His career includes prior roles at LPL Financial LLC, EF Legacy Securities, LLC, and Edelman Financial Services 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 charitable organizations, offering financial planning, advisory programs, and institutional consulting supported by a nationwide network of advisers.

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