Rebecca Hellman is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Stifel Nicolaus & Co Inc and Robert Baird & Co. Raymond James & Associates is a large SEC-registered investment adviser and broker-dealer 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.

Jesus Cruz is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 65 and Series 63 designations and has been with Raymond James 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, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Tryon Mc Laney is a financial advisor at Raymond James & Associates with three years of industry experience. Prior to joining Raymond James, he worked at Alabama Ag Credit, ACA for four years and held a position with the State of Alabama for over a decade. Outside of his advisory role, he co-owns agricultural land in Montgomery, Alabama, which is leased to a cattle farmer. 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, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joel Theis is a financial advisor with Raymond James & Associates who holds the Series 66 designation and has 15 years of industry experience. Prior to joining Raymond James in 2021, he worked at Truist Advisory Services, Truist Investment Services, and BB&T Investment Services in various roles. Outside of his advisory work, he is a partner at JZD Wellness LLC, a martial arts gym where he teaches martial arts and yoga classes. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, drawing on multiple portfolio management styles and affiliated research, and offers specialized municipal advisory and employer consulting services.

Gregory Lord is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2007. He holds Series 63 and Series 65 licenses and is based in Vero 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 charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional solutions.

Kelly Crockett is a financial advisor with Raymond James & Associates in Sarasota, FL, holding a Series 66 designation and nine years of industry experience. She has worked at Raymond James & Associates since 2016 and was previously employed at TGS Siesta Properties for four years. 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 and non-discretionary investment consulting supported by a nationwide adviser network.

Nicholas Carroll is a CFA® charterholder with six years of industry experience. He is currently with Raymond James & Associates and has previously worked at UBS Financial Services and UBS Asset Management. Raymond James & Associates, Inc. is a nationally recognized 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 consulting, and institutional advisory services.

George Mathis is a financial advisor with Raymond James & Associates, holding the Series 63 designation and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, Mathis serves as CEO of Bikes for Tikes Ocala, a nonprofit organization that collects bicycles and donations for families in need and community outreach programs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Livia Sullivan is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and has worked previously at Hoosier Hills Credit Union and French Lick Resort and Casino. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various programs and an extensive affiliate network.

Robert Bishop is a financial advisor with Raymond James & Associates in Dublin, OH, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. His prior work includes more than three decades at Merrill Lynch Pierce Fenner & Smith Inc and Bank of America. Outside of his advisory role, he is an author involved with Mason Alley Publishing. 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 municipalities, offering financial planning and non-discretionary consulting supported by a range of portfolio management styles and affiliated research.

Nathan Smith is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2019, following prior roles at Robert Baird & Co. and J.J.B. Hilliard, W.L. Lyons, LLC. 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, non-discretionary investment consulting, and specialized municipal advisory services.

Julie Campbell is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Raymond James in 2021, she worked at Fidelity Brokerage Services LLC and Ethos Academy. 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, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Sarah Hancock is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at BDO Wealth Advisors, LLC, and BDO USA, LLP. Outside of her advisory role, she was involved with the Restoration Church of the Nazarene for one year. 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 individual, institutional, and municipal clients, offering tailored financial planning and consulting services primarily through non-discretionary relationships.

Jacob Bennett is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and two years of industry experience. His work history includes positions at Raymond James Financial and Northwestern Mutual. 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 charitable organizations with financial planning, investment consulting, and institutional fiduciary services, offering tailored, generally non-discretionary advice supported by a variety of portfolio management styles and affiliated research.

Carlos Suaza is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley, Ocean Bank, and Phoenician Investment Fund Organization. Suaza also served in the United States Army from 2013 to 2017. 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, including high-net-worth clients, institutional investors, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Justin Kreis is a financial advisor with Raymond James & Associates in Memphis, TN. He holds a Series 66 designation and has 18 years of industry experience, including 13 years with 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Dana Seiber is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and nine years of industry experience. She has been with Raymond James since 2015. Outside of her advisory role, she owns Sunchase Travel, LLC, where she continues to serve one long-term corporate travel client. 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, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional services.

Easton Gillette is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previously worked in education and food delivery before joining Raymond James. Outside of advising, he owns and operates Blue Dog Featherworks, a taxidermy business specializing in waterfowl and upland game birds. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services with an emphasis on customized, non-discretionary advice supported by comprehensive research and multiple portfolio management styles.

Konstantin Kamentsev is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Raymond James & Associates in 2019, he worked at Gfi Securities LLC from 2012 to 2018. 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, institutional clients, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional advisory services.

Patricia Wilson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and possessing nine years of industry experience. She has been with Raymond James & Associates since 2015. 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 specialized municipal advisory services.