Cory Matsumoto is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Comerica Securities, Inc. His outside business activities include serving as a Comerica Maestro/Money Market Manager. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and various organizations. The firm offers financial planning and investment consulting, emphasizing non-discretionary relationships supported by diverse portfolio management styles and affiliated research.

Shane Beckman is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 11 years of industry experience. He 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

William Bermont is a financial advisor at Raymond James & Associates with 22 years of industry experience. He has held positions at Credit Suisse Loan Funding LLC and Credit Suisse Securities (USA) LLC before joining Raymond James in 2020. Bermont holds Series 63 and Series 66 designations. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Michelle Lynch Zebra is a Series 66 licensed financial advisor at Raymond James & Associates with 8 years of industry experience. She has been with Raymond James since 2004. Lynch serves as Treasurer and a board member of the USF Foundations Board of Directors, a nonprofit focused on raising and administering private gifts to support the University of South Florida’s teaching, research, and public service activities. 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, institutions, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a nationwide adviser network.

Drake Bayard is a financial advisor with Raymond James & Associates. He holds the Series 66 designation and has been in the industry since 2025. Prior to joining Raymond James, he held positions in education and technology sectors, including roles at The College of New Jersey and Infor. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Amelia Luttrell is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and three years of industry experience. She previously worked at Arlington Capital Advisors for two years. Amelia serves on the Junior Board of Directors for Oasis Counseling for Women & Children, a nonprofit organization supporting vulnerable women, children, and families. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering tailored financial planning and investment consulting through non-discretionary advisory programs.

Brian Abraham is a Series 66-licensed financial advisor with Raymond James & Associates, based in Bay City, MI, and has 20 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2018. 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 tailored financial planning and consulting services primarily on a non-discretionary basis.

Cynthia Renzi is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing Services LLC. 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 municipal advisory services through a range of portfolio management styles and affiliated research.

Conrad Hayes is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding a Series 66 designation and five years of industry experience. His career includes roles at Nylife Securities LLC and New York Life Insurance Co, as well as prior experience outside finance at Central Michigan University, Ric's Food Center, and Rockford High School. 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 specialized municipal advisory services.

Joseph Whalen is a financial advisor with Raymond James & Associates in Chevy Chase, MD, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he serves as an assistant rugby coach, teaching high school sophomores how to play the sport. 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, charitable organizations, and municipal entities, offering financial planning and consulting through various advisory programs.

Thomas Cockrell is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2019. Prior to his current role, he was employed at Automatic Payroll Systems from 2016 to 2019. 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 advisory services.

Penny Tipsword is a financial advisor with Raymond James & Associates in Chicago, IL, holding Series 63 and Series 66 registrations and possessing 24 years of industry experience. She has been with Raymond James & Associates since 2014. 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 municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

Aydin Tuncer is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Raymond James & Associates since 1999. Outside of his advisory role, he serves as a director and member of the finance committee for iF, a Foundation for Radical Possibility, 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 wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting services with a diverse array of portfolio management styles and affiliated research resources.

Margaret Comer is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 65 licenses 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 wide range of clients including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Daniel Horgan is a financial advisor with Raymond James & Associates in Newport Beach, CA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2006 and owns Horgan Enterprises, where he manages a private plane. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing diverse portfolio management styles and affiliated research resources.

Robert Welsby is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining Raymond James in 2021, he held roles at Charles Schwab and USAA Financial Advisors. Outside of finance, he is a part-owner of 5th Dimension Dance Center, LLC, where he assists with bookkeeping and event scheduling. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and advisory services through various programs and emphasizes tailored, client-directed strategies supported by in-house research and multiple portfolio management styles.

Matthew Cahill is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He began his tenure at Fidelity in 2020, progressing from Financial Consultant I to Financial Consultant before assuming his current position. Prior to joining Fidelity, Matthew held positions including Senior Advisor and Chief Compliance Officer at Granite Financial Partners, LLC, Director at MFA Asset Management, Compliance Manager at Great Hill Partners, LP, and Manager of Legal Products at Putnam Investments. Matthew partners with clients to assess their current financial status and future objectives, collaboratively developing strategies aimed at achieving both financial and personal goals. He holds a California Insurance License.

Daniel Battjes is a CFP® with 23 years of experience in the financial industry. He has worked with Raymond James & Associates since 2015 and was previously employed by Wells Fargo Clearing from 2010 to 2013. Battjes is based in Grosse Pointe Farms, MI. Outside of his advisory role, he is the owner of a family vacation home managed through a rental business entity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers a range of financial planning and consulting services, employing various portfolio management styles supported by affiliated research and model managers.

Manuela Teixeira is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and eight years of industry experience. Her work history includes positions at Alex Brown, a division of Raymond James, since 2017 and at Estee Lauder Companies 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 individuals, institutional clients, and public entities with a range of financial planning and non-discretionary investment consulting services supported by a nationwide adviser network.

Craig Lannaman is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2020. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. 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 advisory services with a generally non-discretionary approach.