Ted Bortei Doku is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has previously worked at Bell Flight, Walmart, and Sprouts, as well as attended Texas A&M 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 public entities, offering financial planning and investment consulting through several specialized programs.

Joseph Pyle is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2003. 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, pension and profit-sharing plans, and municipal entities, offering financial planning and consulting services that are typically non-discretionary, supported by a range of portfolio management styles and affiliated research.

Christopher Gabriel is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager at Merrill Lynch Wealth Management. With over 30 years of experience, he specializes in family wealth management strategies, services for endowments, foundations, and nonprofits, as well as philanthropic planning. Christopher joined Merrill in 2009 after serving as a financial advisor since 1999, assisting current and former business owners, individuals, and families in pursuing their financial goals. Christopher holds a bachelor's degree with honors from Yale University and a master's degree from Oxford University. He is certified as a Certified Investment Management Analyst (CIMA®) and holds the Merrill Institutional Consultant (MIC) designation among other professional credentials. His career began in nonprofit development, where he gained extensive experience as a development director, finance and fundraising consultant, and financial advisor focused on charitable giving. This background provides Christopher with a comprehensive perspective on philanthropy, having participated as a donor, staffer, board member, and advisor. In addition to his professional role, Christopher is actively involved in community and volunteer work. He has held leadership positions with organizations such as the Georgia Planned Giving Council, Trinity School in Atlanta, Boys & Girls Clubs of America, and City of Refuge. He also serves as a teacher and lay leader at Peachtree Road United Methodist Church. Outside of work and community service, Christopher enjoys biking, boating, cooking, golfing, music, reading, traveling, writing, and spending time with his family.

James Dailey is a financial advisor with Raymond James & Associates in Lakewood Ranch, FL, holding Series 63 and Series 66 licenses and with 13 years of industry experience. He previously worked at Franklin Templeton Distributors for five years before joining Raymond James in 2018. Dailey serves as a durable power of attorney and personal representative for his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Ricky Winn is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory career, he is involved with Ricky's Uptown Band, an activity dating back to 1967. 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 fiduciary solutions through various portfolio management styles and affiliated research.

Brett Hickman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advisory work, he is the owner and sole employee of BVH Investments, a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles supported by extensive research and affiliated sub-advisers.

Ellen Paschal is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2018. Prior to that, she was with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2016 to 2018. 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 municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide team and a range of portfolio management styles and affiliated research resources.

Scott Abee is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James & Associates since 2015. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Kimberly Briggs is a financial advisor with Raymond James & Associates in Clearwater, FL, holding Series 63 and Series 65 credentials and 30 years of industry experience. She has been with Raymond James & Associates since 1996. Outside of her advisory role, Briggs serves as a director and committee member for the YMCA of the Suncoast, contributing to their philanthropy, endowment, and prayer breakfast committees. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Sara Gill is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 25 years of industry experience. Her prior roles include positions at Merrill Lynch and Bank of America. Outside of her advisory work, she is involved with The Cruise Brothers, a travel agency business where she books travel for herself and family. 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, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

John Bowen is a financial advisor with Raymond James & Associates in Shreveport, LA. He holds Series 63 and Series 65 credentials and has 29 years of industry experience, including 13 years at Raymond James & Associates. 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, and charitable organizations, providing financial planning, investment consulting, and institutional fiduciary services through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.

Mark Rubin is a financial advisor with Raymond James & Associates in San Rafael, CA, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. He has been with Raymond James & Associates since 2016 and is also involved with Heather 8 Designs, a real estate brokerage. 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 solutions.

Thomas Weaver is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at Morgan Stanley and Greybar Electric Company, following a five-year tenure at the University of Alabama and four years at The Bolles 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 individuals, institutional clients, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Christopher Yarbrough is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 66 designations and possessing 21 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, institutional and pension plans, and charitable organizations, offering financial planning and consulting services primarily on a non-discretionary basis with access to a broad range of investment strategies and affiliated research.

Oliver Whybrow is a financial advisor with Raymond James & Associates in Chicago, IL, holding a Series 66 designation and 16 years of industry experience. He previously worked at Stifel for 14 years before joining Raymond James & Associates in 2024. 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, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Andrew Burns is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 registrations. He has three years of industry experience, including prior roles at Cetera Investment Services and Regions Bank. Raymond James & Associates, Inc. is a large 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 non-discretionary investment consulting supported by a broad network of affiliated research and portfolio management resources.

Braden Blackwelder is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at UBS Financial Services, Wells Fargo Clearing, and Prudential Equity Group. 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Jesse Brookreson is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves as a finance committee member for St. Robert Bellarmine Roman Catholic Church in Warrington, PA. 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and a broad range of portfolio management styles.

Jodi Lewis is a financial advisor with Raymond James & Associates in Moreno Valley, CA, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at LPL Financial, CUSO Financial Services, Commonwealth Financial Network, and Cambridge Investment Research Advisors. 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 a range of financial planning, advisory, and consulting services with a focus on tailored, non-discretionary planning and access to multiple portfolio management styles.

Cassie Holmes is a Series 66-licensed financial advisor with Raymond James & Associates, based in Oklahoma City, OK, and has 12 years of industry experience. She previously worked at Merrill, 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 wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.