Kurt Klingenberg is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he is a managing partner of a family limited partnership. 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 that includes individuals, institutions, pension plans, and municipal entities, providing financial planning and investment consulting services through various specialized programs.

Joshua Zeller is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. His previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is the owner of Rio Verde Capital LLC, which holds an override royalty interest without operational responsibilities. 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 charitable organizations, offering financial planning and investment consulting with a variety of portfolio management styles and specialized municipal advisory services.

John Sudduth is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is the owner of Blanco Canyon LLC and Comancheria Holdings LLC, the latter involving passive investing in securities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Mark Whatley is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds the Series 63 designation and has been with Raymond James since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. Raymond James serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Evan Busby is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and us TECH SOLUTIONS. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving individuals, institutional clients, charitable organizations, and government entities. The firm offers financial planning and non-discretionary investment consulting using a range of portfolio management styles supported by extensive research and affiliate resources.

Kelly Flores is a Series 66-credentialed financial advisor with Raymond James & Associates in Nacogdoches, TX, bringing 24 years of industry experience. She has been with Raymond James & Associates since 2013. Flores is also a member of WBF, LLC, a business entity outside of her advisory role. 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.

Kenneth Allen Jr. is a financial advisor with Raymond James & Associates in Shreveport, LA, holding Series 63 and Series 65 credentials and offering 28 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 overseeing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional and pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Victor Gill is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 65 designations and 18 years of industry experience. He previously worked at Pelion Securities Corp for 12 years before joining Raymond James in 2021. He is also listed as the owner of Avanza Capital Markets, Inc., a corporation with no active operations. 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, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Christopher La Rue is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at USAA Financial Advisors and EXP Realty. Outside of his advisory work, he is also active as a residential real estate sales agent. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities, offering comprehensive financial planning and investment consulting with various portfolio management styles and municipal advisory services.

Samantha Barrett is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. She has been with Raymond James & Associates, Inc. since 2008. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Bradshaw is a financial advisor at Raymond James & Associates with 52 years of industry experience. He previously worked at Merrill for 45 years and Bank of America for 12 years. Bradshaw holds Series 63 and Series 65 licenses and is based in San Diego, CA. 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, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Ricardo Armijo is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Raymond James & Associates since 2019 and previously spent 10 years at UBS Financial Services Inc. Outside of his advisory role, Armijo is the owner of BRN Development, a business unrelated to investment activities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering a range of financial planning, investment consulting, and municipal advisory services.

David Kelso is a financial advisor with Raymond James & Associates in Vienna, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James & Associates since 2001. 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, institutional investors, pension and profit-sharing plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by research and a variety of portfolio management styles.

William Dukelow is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 designations. He has 39 years of industry experience, including seven years at Wells Fargo Advisors and ten years at Raymond James. Dukelow is based in Ponte Vedra Beach, FL. 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nancy Smith is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 11 years before joining Raymond James & Associates in 2021. 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 municipal entities, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Katharina Glover is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2008. The firm oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and municipal entities. Raymond James & Associates offers a range of services such as financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and multiple portfolio management styles.

William Lellyett Jr. is a financial advisor at Raymond James & Associates with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. Outside of his advisory role, he serves as Chair of the Board for The 300 Club of Atlanta, a nonprofit supporting law enforcement officers and firefighters. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Alex Goodwin is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds Series 65 and Series 63 designations and has worked at several Raymond James entities, as well as Columbia Management Investment Distributors, Inc., and Gavin & Associates LLC. Outside of advising, he is a partner in multiple non-investment real estate businesses, assisting with buying, managing, and selling properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and consulting services with a range of investment strategies supported by affiliated research and sub-advisers.

Reagan Fricke is a financial advisor at Raymond James & Associates with a Series 66 designation and two years of industry experience. He has been with Raymond James in various capacities 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, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Steven Rozencwaig is a financial advisor at Raymond James & Associates with 35 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining Raymond James in 2023. Rozencwaig holds Series 63 and Series 65 licenses. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.