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Brandon S

Series 63, Series 66

Lincoln, NE

Raymond James & Associates

Brandon Smith is a financial advisor with Raymond James & Associates in Lincoln, NE, holding Series 63 and Series 66 credentials and bringing 23 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 and pension plans, and charitable organizations, providing financial planning and non-discretionary investment consulting through various specialized programs.

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

Series 63, Series 66

Chicago, IL

Raymond James & Associates

Zachary Norton is a financial advisor at Raymond James & Associates in Chicago, IL, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan securities LLC, JPMorgan Chase Bank NA, and Wells Fargo Clearing Services. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions 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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Amad O

Series 66

Houston, TX

Raymond James & Associates

Amad Owidi is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Morgan Stanley Private Bank. Outside of his advisory duties, he serves as the executor for his brother’s estate. 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, 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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Tanner L

Series 63, Series 65

Ashland, KY

Raymond James & Associates

Tanner Locey is a financial advisor at Raymond James & Associates with two years of industry experience. He previously worked at Fifth Third Securities and Fifth Third Bank, and has a background that includes experience in the banking sector and lawn care. Locey holds Series 63 and Series 65 credentials. 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 provides tailored financial planning and non-discretionary investment consulting 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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Katherine M

Series 63, Series 66

Deer Park, IL

Raymond James & Associates

Katherine Micek is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for eight years before joining Raymond James in 2021. 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 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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John H

Series 63, Series 65

Dallas, TX

Raymond James & Associates

John Hill Jr. is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has been with Raymond James & Associates for 13 years. 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, institutional and pension plans, and charitable organizations, 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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Haim S

Series 66

Fort Myers, FL

Raymond James & Associates

Haim Sander is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he is a silent partner in PostLeague, a business based in Fort Myers, FL. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning and 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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Michael F

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Michael Ferrara is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and 13 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA spanning 15 years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through various advisory programs and provides municipal advisory services uncommon among peers.

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

Series 66

Denver, CO

Raymond James & Associates

Benjamin Burrows is a financial advisor with Raymond James & Associates in Denver, Colorado, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2019, he worked at S&P Global for five years. He serves as a board member and finance/investment committee member of the Cherry Creek Schools Foundation, 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 individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

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

Series 66

Tucson, AZ

Raymond James & Associates

Elroy Masters Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. Before joining Raymond James in 2020, he worked at UDR from 2017 to 2020 and was a student at Colorado State University from 2013 to 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through various advisory programs, utilizing multiple portfolio management styles and affiliated research resources.

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

Series 66

Hialeah, FL

Raymond James & Associates

Ellys Frias is a financial advisor with Raymond James & Associates in Hialeah, FL, holding a Series 66 credential and 12 years of industry experience. Prior to joining Raymond James, Frias worked for nine years at Morgan Stanley Smith Barney LLC. Outside of advising, Frias operates a KDP Amazon retail store that publishes activity books for children. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and investment consulting services, drawing on diverse portfolio management styles and a nationwide adviser network.

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

Series 66

Cottonwood Heights, UT

Raymond James & Associates

S. Grant is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. Grant’s prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. He has been with Raymond James & Associates since 2021. 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, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad 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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Allan W

Series 66

Boca Raton, FL

Raymond James & Associates

Allan Weiss is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2013. In addition to his advisory role, he serves as an uncompensated director on the board of the nonprofit Ageless World of Dance for Youth and Veterans 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 wide range of clients, including individuals, institutions, 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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Chad S

Series 66

Trinity, FL

Raymond James & Associates

Chad Spencer is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors 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 municipalities, offering financial planning and non-discretionary investment consulting supported by a broad 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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Michele H

Series 63, Series 66

New York, NY

Raymond James & Associates

Michele Hunter is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James since 2016. Outside of her advisory role, she manages a rental property business. 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, non-discretionary investment consulting, and institutional fiduciary services supported by extensive research and a range of portfolio management styles.

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

Series 63, Series 65

Richmond, VA

Raymond James & Associates

Alfred Stratford III is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James for 13 years. Stratford serves as an unpaid volunteer committee member on the investment committee for Collegiate School in Richmond, VA. 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, offering financial planning, investment consulting, and institutional fiduciary solutions.

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

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Timothy Vansolkema is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds the Series 63 and Series 65 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, institutional clients, pension plans, and charitable organizations, offering a range of financial planning and consulting services supported by firm research and multiple portfolio management styles.

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

Series 63, Series 65

Boca Raton, FL

Raymond James & Associates

Scott Sullivan is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. He serves as a trustee for family trusts, including one for his father’s IRR 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, offering financial planning and consulting with a focus on tailored, non-discretionary advice supported by extensive research and a range of investment strategies.

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

Series 66

Coppell, TX

Raymond James & Associates

Ryan Finglass is a financial advisor with Raymond James & Associates in Coppell, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2021, he worked at Bank of America and has a background that includes time spent at Texas A&M University and Coppell High School. He is also involved with Cheerleader Lady, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers financial planning and non-discretionary investment consulting through various programs, leveraging a broad range of portfolio management styles and affiliated research, with notable municipal advisory services and an extensive affiliate ecosystem.

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

Series 63, Series 65

Saratoga Springs, UT

Raymond James & Associates

Jason Frischknecht is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at Morgan Stanley, Fidelity Brokerage Services 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 a diverse client base, including individuals, institutional clients, and municipalities, 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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