Andres Galvez is a financial advisor with Raymond James & Associates holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing, Santander Securities, Santander International Private Banking, Bank of America, Merrill Lynch, and Robert Half International. 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, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Richard Devine is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Raymond James & Associates since 2014. 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, pension plans, and charitable organizations, offering non-discretionary financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Christopher Montgomery is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Raymond James since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Montgomery serves as president of his condo association in Clearwater, Florida, where he assists in financial planning for rebuilding efforts after hurricane damage. 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 municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

William Nalty is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 designations and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a member of an LLC involved in real estate transactions and renovations. 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 consulting with a range of investment strategies supported by extensive research and affiliated managers.

James Leibach is a financial advisor with Raymond James & Associates in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2013. Leibach serves as Fellowship Chairman on the advisory board of the Augusta Exchange Club, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing 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.

Crystal Wooldridge is a financial advisor with Raymond James & Associates in Shreveport, LA, holding a Series 66 designation and 19 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she co-owns Wooldridge Meat LLC, a business involved in meat processing and sales, and jointly manages family-held real estate through Chelette Properties LLC and Wynn Wynn Holdings LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a wide range of portfolio management styles and affiliated research resources.

Kevin Mahoney 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 2015. Outside of his advisory role, he is a partner in an LLC that manages rental real estate. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and investment consulting through a variety of strategies, supported by extensive research and an affiliated advisory network.

Glenda Suchy is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor with Raymond James & Associates since 2017. Her prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory work, she is involved in managing several rental real estate properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research.

David Dunn is a financial advisor with Raymond James & Associates in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Oppenheimer for 16 years before joining Raymond James in 2023. 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, and municipal entities, offering a range of financial planning and investment consulting services with a non-discretionary approach.

Katherine Gross is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 66 credentials and 29 years of industry experience. She has worked at Raymond James & Associates since 2020 and previously spent over a decade at Bank of America and Merrill. 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 municipal advisory services.

William Connelly IV is a financial advisor with Raymond James & Associates in Chicago, IL, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2021, he worked at Kaufman Hall from 2019 to 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and firm research.

Roberto Annoni Fuertes is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Carillon Fund Distributors, PennyMac Financial Services, and UBS. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, pension plans, and municipalities—and offers a range of financial planning and consulting services supported by extensive research and portfolio management options.

Kelsie Pomeroy is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has prior experience working at credit unions and The Golf Club at South Hampton. 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 and pension plans, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Lauriann Delay is a CFA® charterholder and financial advisor with Raymond James & Associates, bringing 32 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Delay serves as Treasurer and board member for the Anchor Society, a newly formed nonprofit, and is a member of the finance and investment committee for the United Religions Initiative. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a broad range of portfolio management styles and affiliated research.

Timothy Jurado is a financial advisor with Raymond James & Associates in St. Louis, MO, holding a Series 66 credential and one year of industry experience. Prior to joining Raymond James, he held positions at Lou Fusz Athletic, Fontbonne University, Lewis and Clark Community College, Central Methodist University, and the Lindbergh School District. Outside of his advisory role, he is a partner and owner of Veni Vici Properties LLC, a rental real estate business. 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. The firm offers a range of financial planning and consulting services, combining diverse portfolio management styles with firm research and affiliated sub-advisers.

Andrew Coughlin is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2010. 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 a range of financial planning and consulting services with primarily non-discretionary advice.

Patricia Balezentis is a financial advisor at Raymond James & Associates with 30 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at TIAA-CREF, Salomon Smith Barney Inc., and Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing 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.

David Pitre is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2010. 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 institutional fiduciary solutions.

Zachary Garber is a CFA® charterholder and financial advisor with Raymond James & Associates, where he has worked for 10 years and has 13 years of industry experience overall. He is also the CEO of Charm City Dreamers LLC, a podcast focused on interviewing individuals in Baltimore about how they have actualized their dreams. 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. The firm provides tailored financial planning and consulting services, utilizing a variety of portfolio management styles and affiliated research, while also offering municipal advisory and employer plan consulting services.

Keith Jensen is a financial advisor with Raymond James & Associates in Chicago, IL, holding a Series 66 designation and 10 years of industry experience. He previously worked at Morgan Stanley for six years before joining Raymond James in 2020. Outside of his advisory role, Jensen is an officer and business owner at Dynamic Dimensions Studios Inc., where he is involved in business strategy and financial analysis. 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 and consulting with a range of portfolio management styles and municipal advisory services.