Michelle Herman is a financial advisor with Raymond James & Associates in Beachwood, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. Her prior roles include positions at UBS Financial Services Inc. and PNC Investments. She is also involved in sales and marketing of life, long-term care, and disability insurance through Crump Life Insurance. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm provides tailored, non-discretionary financial planning and investment consulting supported by extensive research, multiple portfolio management styles, and specialized municipal advisory services.

Travis Ridd is a financial advisor at Raymond James & Associates with Series 66 credentials and just under one year of industry experience. His background includes positions at Utah Tech University, Tuacahn Center for the Arts, and other local organizations. 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, and municipal entities, offering financial planning, non-discretionary consulting, and municipal advisory services.

Alexis Howard is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2025. Prior to joining Raymond James, Howard worked at Wells Fargo Clearing for six years and held positions at Key Investment Services, KeyBank, LPL Financial, and Mountain America Credit Union. Outside of advising, Howard co-owns Twin Rivers Creative, LLC, a design and packaging business operated with their spouse. 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 investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a multi-style portfolio management approach.

Jeremy Brothers is a financial advisor at Raymond James & Associates with 18 years of industry experience. He has been with Raymond James & Associates since 2011 and holds a Series 66 designation. Raymond James & Associates, Inc. is a 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 and pension plans, charitable organizations, and government entities, providing financial planning, investment consulting, and institutional fiduciary services.

Steven Victor is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He previously worked at Janney Montgomery Scott for seven years and RBC Capital Markets Corporation for nine years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and emphasizing tailored advice supported by firm research and model manager options.

Gerard Thorn is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Morgan Stanley for five years before joining Raymond James in 2021. Outside of his advisory role, Thorn owns a personal rental property occupied by a family member. 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 non-discretionary investment consulting supported by a broad range of portfolio management styles, affiliated research, and specialized municipal advisory services.

Joseph Le Blanc is a CFP® with seven years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior roles include positions at Neuberger Berman, Franklin Distributors, Merrill, Fidelity Investments, Bank of America, and Mass Mutual. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research resources.

Alana Scott is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated for 10 years before joining Raymond James in 2017. Scott is a founding board member and current president of the Women's Education and Leadership League, a nonprofit organization. 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 investors, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Reid Palmer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James since 2017 and previously worked at Cru from 2015 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 a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Sarah Madsen is a financial advisor with Raymond James & Associates in Omaha, NE, holding a Series 66 credential and two years of industry experience. Prior to joining Raymond James, she worked at the University of Northern Iowa and Duchesne Academy. She serves as a committee member on the Duchesne Academy Alumni Board, where she supports fundraising events and participates in board meetings. 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 a range of financial planning and investment consulting services supported by research and multiple portfolio management styles.

Christopher Greggs is a financial advisor with Raymond James & Associates, holding a Series 66 designation and with 19 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he manages tillable acreage that is leased to a local farmer. 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 public entities, and offers a range of financial planning, consulting, and advisory services supported by various portfolio management styles and affiliated research.

Edward Scherer is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined 11 years before joining Raymond James in 2026. 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, institutional entities, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Ximena Holguin is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. Her prior roles include positions at Citigroup and Goldman Sachs and Co. 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 clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Nicholas Anderson is a Series 66 licensed financial advisor at Raymond James & Associates with no prior industry experience. His career background includes roles at L'Oreal USA, CFO Alliance, Inc., and several banking institutions. He is also engaged with Upwork in a concurrent capacity. 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 municipal advisory services.

David Duvigneaud is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. His prior firms include Wells Fargo Clearing Services LLC and Wunderlich Securities, Inc. 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 non-discretionary investment consulting supported by a nationwide adviser network.

Chad Hayward is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2013. 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 services supported by extensive research and a range of portfolio management strategies.

Nicholas Mennona is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 66 credentials and 38 years of industry experience. He 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, institutional clients, and municipalities, providing financial planning, investment consulting, and municipal advisory services.

Beau Moyer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. He has worked at Raymond James since 2022 and previously was with Bank of America and Merrill from 2014 to 2022. 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 municipalities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

Kimberly James is a financial advisor with Raymond James & Associates in Lincolnton, NC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Her career includes 13 years at Merrill prior to joining Raymond James in 2022. 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 investors, and municipal entities, offering financial planning and investment consulting services through various advisory programs.

Michael Filosa is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked for Saint-Gobain for ten 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, investment consulting, and municipal advisory services.