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Scott C

Series 63, Series 65

Chattanooga, TN

Raymond James & Associates

Scott Chadwell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory work, he is involved as a co-signer for the lease of Chattanooga Yarn Co. 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 tailored financial planning and investment consulting, supported by extensive research and multiple portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michael R

Series 66

Allentown, PA

Raymond James & Associates

Michael Ruisch is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has prior experience working at DoorDash and Fairstone Group Limited. Outside of his advisory role, he serves as a basketball referee for a summer league for boys and girls in grades 3-10. 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, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jamie F

Series 66

Beachwood, OH

Raymond James & Associates

Jamie Frayman is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining the firm, he worked at Dick's Sporting Goods for three years and has a background in full-time education through 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, offering financial planning, investment consulting, and institutional advisory services with a non-discretionary approach supported by extensive research and affiliate resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Tyler J

Series 63, Series 65

The Villages, FL

Raymond James & Associates

Tyler Jackson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Nicholas R

Series 63, Series 66

Grand Rapids, MI

Raymond James & Associates

Nicholas Roth is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Raymond James & Associates since 2016. 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 charitable organizations, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a range of portfolio management styles and research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Trevor C

Series 63, Series 65

Los Angeles, CA

Raymond James & Associates

Trevor Colby is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2016. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. Raymond James & Associates 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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Wendy S

Series 63, Series 66

Boerne, TX

Raymond James & Associates

Wendy Sachs is a financial advisor with Raymond James & Associates in Boerne, TX, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Raymond James & Associates since 2008. 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 primarily through non-discretionary relationships.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Douglas M

Series 65, Series 66

Jackson, MS

Raymond James & Associates

Douglas Minor is a financial advisor with Raymond James & Associates in Jackson, Mississippi, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, supported by extensive research and a range of portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Andrew G

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Andrew Gregory is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Raymond James in 2022, he operated Gregory LLC for sixteen years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Paul B

Series 66

Plymouth, MI

Raymond James & Associates

Paul Benson III is a financial advisor with Raymond James & Associates in Plymouth, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2011. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Ryian J

Series 66

Juneau, AK

Raymond James & Associates

Ryian Jurasz is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch and Bank of America. Outside of his advisory role, he is a co-owner of a family rental property business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations, offering a range of financial planning and consulting services with a focus on non-discretionary client engagement.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Karla G

Series 66

Danville, IL

Raymond James & Associates

Karla Gifford is a financial advisor with Raymond James & Associates in Danville, IL, holding a Series 66 designation and 10 years of industry experience. She has been with Raymond James & Associates 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, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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William E

CFP®, Series 66

Greenville, SC

Raymond James & Associates

William Ellenberg III is a CFP® with 21 years of industry experience, currently affiliated with Raymond James & Associates. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, and is noted for its municipal advisory capabilities and extensive affiliated ecosystem.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Grace L

Series 66

Jenkintown, PA

Raymond James & Associates

Grace Loveland is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has six years of industry experience. Prior to joining Raymond James, she worked for Epic Systems Corporation for six years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and consulting services with a focus on tailored, non-discretionary advice supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Max M

Series 66

Scottsdale, AZ

Raymond James & Associates

Max Mc Kee is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at Bank of America and Merrill. 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, pension plans, and municipalities—and offers financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jamie F

Series 66

Houston, TX

Raymond James & Associates

Jamie Forgy is a financial advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James, Forgy held real estate roles at Century 21 Realty Partners, eXp Realty LLC, and Texas Legacy. Forgy holds a Series 66 designation. 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—and offers financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Bernard C

Series 63, Series 65

Palm Beach Gardens, FL

Raymond James & Associates

Bernard Cohen is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 55 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as a trustee and successor trustee for a private investment-related trust. 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, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Claire B

Series 63, Series 65

Dallas, TX

Raymond James & Associates

Claire Bremner is a financial advisor at Raymond James & Associates with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors. Outside of her advisory role, she is involved with the Dallas Pickleball Club. 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 municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a broad network of advisers and research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Rebecca S

Series 66

St. Petersburg, FL

Raymond James & Associates

Rebecca Schroeder is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 16 years of industry experience. She has been with Raymond James & Associates since 2007 and is also affiliated with Lakeside Christian School since 2026. 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, and municipal entities, offering financial planning and consulting services supported by a national network of advisers and a variety of portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Lucas S

CFP®, Series 66

Traverse City, MI

Raymond James & Associates

Lucas Settineri is a CFP® with three years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior experience includes roles within various Raymond James entities and CG Financial Services. He also spent four years at Michigan State University during his early career. 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, charitable organizations, and governmental entities, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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