Nathan Davis is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Merrill and Bank of America before joining Raymond James & Associates, where he has been since 2025. 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, including high-net-worth clients, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Michael Travis is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and 18 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he is involved in managing a rental property business. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services that incorporate a range of portfolio management styles supported by firm research and affiliated sub-advisers.

James Wennlund is a financial advisor with Raymond James & Associates in Los Angeles, CA, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Raymond James since 2013 and has prior work experience at Tito's Vodka. Outside of his advisory work, he performs as a stand-up comedian, appearing in 4 to 6 shows per month. 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, non-discretionary investment consulting, and institutional fiduciary solutions, using a range of portfolio management styles supported by firm research and model manager options.

Joel Gravina Jr. is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of advisory work, Gravina is involved in managing real estate investments and serves on the finance and investment committee for Covenant Church of Naples. 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, non-discretionary investment consulting, and municipal advisory services, supporting clients with a range of portfolio management styles and affiliated research resources.

Michael Borza is a financial advisor with Raymond James & Associates in Virginia Beach, VA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at Merrill and Bank of America, N.A. for nine years each. Borza serves as Chairman of the Board for Equi-Kids Therapeutic Riding Program, a charitable organization focused on therapeutic riding. 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 non-discretionary investment consulting supported by extensive research and a range of portfolio management options.

Timothy Baker is a financial advisor with Raymond James & Associates in Jacksonville, FL. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including 24 years with Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base ranging from individuals and high-net-worth clients to institutions and government entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services through multiple portfolio management styles and affiliated research resources.

Shawn Taylor is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2009. Outside of his advisory role, he owns and operates 20/20 Wealth Management of Raymond James. Raymond James & Associates is a 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, and offers financial planning, investment consulting, and institutional fiduciary solutions with a focus on tailored, non-discretionary advice.

Timothy Hickey is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 credentials. He has 32 years of industry experience, including previous roles at Merrill and Bank of America. He serves as a board member for the Perkiomen Valley School District Foundation, a charitable organization focused on fundraising support. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting services, with a range of portfolio management styles supported by affiliated research and model managers.

Abigail Huisinga is a financial advisor with Raymond James & Associates in Novi, Michigan, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Raymond James, she worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she is involved with Ward Church, where she leads music for Sunday services. 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 tailored financial planning and non-discretionary investment consulting, supported by extensive research and a range of portfolio management styles.

James Norvell Jr. is a financial advisor with Raymond James & Associates in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James since 2013. Norvell serves on the finance committee of the Augusta Country Club and holds advisory board positions with the Augusta State Birdie Club, Inc. and Valid Vote. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers tailored financial planning, investment consulting, and municipal advisory services supported by a nationwide adviser network and a broad range of portfolio management styles.

Edward Scherer is a financial advisor with Raymond James & Associates in Athens, GA, holding Series 63 and Series 65 credentials and 46 years of industry experience. His prior work includes nearly 16 years with Wells Fargo affiliates before joining Raymond James. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser network and a range of portfolio management strategies.

David Mount is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Robert W. Baird for 15 years before joining Raymond James in 2022. 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 services through a range of portfolio management styles and affiliated research resources.

Kristine Conn is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 24 years of industry experience. She has been with Raymond James & Associates since 2016. 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, pension and profit-sharing plans, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Jill Gordon is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Raymond James & Associates since 2016. Outside of her advisory role, she owns and operates Events By Candace Jill, an event coordination business specializing in weddings, parties, and corporate functions. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christine Cavell is a financial advisor with Raymond James & Associates in Clearwater, FL, holding a Series 63 designation and 31 years of industry experience. She has been with Raymond James & Associates since 2005. 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, non-discretionary investment consulting, and institutional fiduciary services.

Vyacheslav Kuzmin is a CFP®-certified financial advisor with 14 years of industry experience. He has worked at Raymond James & Associates since 2024, following eight years with TIAA-CREF and Tiaa. Outside of his advisory role, he is a partner in a home health business, assisting with office operations such as payroll and IT setup. 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, and offers a range of financial planning and consulting services supported by extensive research and multiple portfolio management styles.

Douglas Bulger is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2010 and concurrently serves with affiliated Raymond James entities since 2018. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing various portfolio management styles and affiliated research resources.

Jennifer Thompson is a Series 66-licensed financial advisor with Raymond James & Associates, based in St. Louis, MO, with 13 years of industry experience. Her prior roles include positions at LPL Financial, Humes Masonry Solutions, and Vantage Credit Union. 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 investment consulting through various advisory programs.

Joseph Schoff is a financial advisor with Raymond James & Associates in Wilmington, DE, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James & Associates since 2011. 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 plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Steven Peters is a Series 66-credentialed financial advisor with Raymond James & Associates, based in Boise, ID, and has 27 years of industry experience. He has been with Raymond James & Associates since 2006 and has also worked with the Boise School District since 2025. 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 investment consulting with a range of portfolio management styles and research resources.