John Bonatakis is a CFP® with 43 years of industry experience, currently serving at Raymond James & Associates since 2009. He holds Series 63 and Series 65 licenses and is based in Tarpon Springs, FL. 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 non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Michael Rose is a financial advisor with Raymond James & Associates in Lafayette, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Stifel and City Securities Corporation, each for nine years. Outside of his advisory role, Rose is president of FOUR ROSES CATTLE LLC, a family farm corporation, and serves as a regional director for the Indiana Angus Association. 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 consulting services with a range of portfolio management options and specialized municipal advisory roles.

Mackenzie Wright is a CFP® professional with eight years of industry experience, currently affiliated with Raymond James & Associates. Prior to joining Raymond James in 2022, Wright worked at Merrill Lynch and Merrill from 2014 to 2022 and spent a year at Bethel School of Ministry. 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 and consulting services primarily through non-discretionary relationships.

Joseph Wofford is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds the Series 63 designation and has been with Raymond James & Associates since 2013. The firm is a large, dually registered 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. Raymond James & Associates offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide network of advisers.

Joseph Cerreta is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. He holds the Series 66 designation and has 19 years of industry experience. His prior work includes roles at Charles Schwab and USAA Financial Services. 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, advisory programs, and institutional consulting supported by various portfolio management styles and affiliated research.

John Lokar is a financial advisor with Raymond James & Associates in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2005. 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, pension and profit-sharing plans, charitable organizations, and public entities, offering a range of financial planning and consulting services typically on a non-discretionary basis.

Paul Walker is a financial advisor with Raymond James & Associates in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Marc Orloff is a financial advisor with Raymond James & Associates in Boston, MA, holding a Series 63 designation and over 31 years of industry experience. He previously worked at J.P. Morgan Securities LLC for seven years. Outside of his advisory role, he owns Boston Speedster LLC, a business that rents classic cars through the sharing platform Turo.com. Raymond James & Associates is a large, dually registered 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Marianna Tabares is a financial advisor with Raymond James & Associates in Denver, CO, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2025, she worked at TIAA and TIAA-CREF for four years. Her work history also includes positions outside finance, such as at Whole Foods and Land Title Guarantee Company. 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, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Michael Oney is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has worked at Merrill for 21 years, Bank of America, N.A. for 8 years, and has been with Raymond James & Associates since 2017. 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 broad client base including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Joseph Lesner is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include 18 years at Comerica Securities and positions at Ameriprise Financial Services. 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 broad client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kathleen Bryant is a Series 66-licensed financial advisor with Raymond James & Associates in Matthews, NC, bringing 18 years of industry experience. She has worked with Raymond James & Associates since 2013, including her current tenure beginning in 2025. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kristina Doncheva Aldana is a financial advisor at Raymond James & Associates with six years of industry experience. She holds the Series 66 designation and has been with Raymond James Financial since 2019. Prior to her career in finance, she worked at Holiday Inn Lido Beach for over a decade. 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, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles supported by affiliated research and sub-advisers.

Gordon Crenshaw II is a financial advisor with Raymond James & Associates in Bluffton, SC, holding Series 63 and Series 65 credentials and 43 years of industry experience. He previously worked at StoneX Advisors Inc and Stonex Securities Inc for a combined 11 years. He also serves as a trustee for a family 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 individuals, institutional clients, and public entities, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Craig Robison is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has been with Raymond James for 23 years and holds Series 63 and Series 65 designations. 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 through various advisory programs and institutional solutions.

Lenard Iglar is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 25 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. The firm serves a wide range of clients, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Rebekah Powers is a Series 66-credentialed financial advisor with over 21 years of industry experience. She has worked at Raymond James & Associates since 2019 and previously held roles at Calton & Associates, Inc., Cetera Advisor Networks LLC, and Summit Brokerage Services. Powers is based in St. Petersburg, FL. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Harriet Bruce is a Series 66-credentialed advisor with Raymond James & Associates in Beaufort, SC, and has 13 years of industry experience. She has been with Raymond James & Associates since 2015. Outside of her advisory role, she serves as Treasurer for a local philanthropic education 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 broad client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Henry Mayer III is a CFP® professional with 29 years of industry experience, currently advising at Raymond James & Associates since 2013. Based in Lafayette, LA, he holds Series 63 and Series 65 licenses. Outside of his advisory role, Mayer is a partner and passive owner in several business ventures, including FUGAZI 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 municipalities, providing financial planning and consulting with a non-discretionary approach that leverages firm research and a variety of portfolio management styles.

Jason Tiser is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James since 2015. He serves as a finance committee member for St Frederick High School, providing financial recommendations related to budgeting, spending, and investments. 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 municipal entities, offering tailored financial planning and consulting through a range of portfolio management styles and affiliated research.