Michael Simmerman is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and has worked in various roles including accounting and positions at the United States Census Bureau prior to 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Ronda Noel is a financial advisor with Raymond James & Associates in Boardman, OH, holding a Series 66 designation and bringing 13 years of industry experience. She previously worked at Merrill for 11 years before joining Raymond James in 2026. 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, offering financial planning, investment consulting, and municipal advisory services with a range of portfolio management styles and affiliated research.

Joseph Marinaccio is a CFP® with 19 years of industry experience, currently with Raymond James & Associates since 2022. His prior experience includes roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He serves as an acting trustee for a family trust. 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 extensive research and multiple portfolio management styles.

Kevin Nashbar is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include multiple positions within Raymond James entities and other financial firms such as Independent Financial Partners and Total Insurance Brokers. 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 institutional advisory services.

Viktoria Zitzmann is a financial advisor with Raymond James & Associates in Clearwater, FL, holding a Series 66 designation and 11 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of financial advising, she teaches yoga and meditation classes as an independent contractor at Bella Pra?a Wellness Collective. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on various portfolio management styles and in-house research.

Alicia Zhang is a financial advisor at Raymond James & Associates with Series 66 credentials and approximately two years of experience in the financial services industry. Her prior roles include positions at Ameriprise Financial, Mountain America Credit Union, and Shamrock Communities, as well as experience at the University of Utah. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Charles Alfaro is a financial advisor with Raymond James & Associates holding a Series 66 designation and seven years of industry experience. Before joining Raymond James in 2019, he worked at Merrill and held roles in education and political campaigns. Alfaro is also a partner in Alfaro Ventures, a business involved in real estate investment and management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by extensive research, a range of portfolio management styles, and specialized municipal advisory services.

Thomas Sullivan is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Raymond James & Associates since 2016 and previously worked at Nicholas-Applegate Capital Management 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, institutional clients, and municipal entities, offering financial planning and advisory services through a range of portfolio management styles supported by affiliated research and sub-advisers.

Joselyn Nordstrom is a financial advisor with Raymond James & Associates in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has worked with Raymond James & Associates since 2017 and was previously with Triad Advisors, Inc. from 2015 to 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 diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kenneth Russell is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. 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 public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Bryan Cernicek is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Edward Jones for 23 years before joining Raymond James in 2022. He serves on the advisory board of SSM Cardinal Glennon Hospital, participating in efforts to raise awareness for the institution. 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.

Cynthia Davis is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Raymond James in 2023, she worked at Merrill for 21 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, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Lauren Greene is a financial advisor with Raymond James & Associates in Columbia, SC, holding a Series 66 credential and nine years of industry experience. Prior to joining Raymond James in 2025, she was affiliated with First Citizens Investor Services and Synovus Securities. Outside of her advisory role, Greene is the owner of Arise Dance Company, where she provides consulting and choreography services, and serves on the Furman University Black Alumni Council, supporting student and alumni engagement. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles, supported by affiliated research and sub-advisers.

Nicholas Shepard is a financial advisor with Raymond James & Associates in New York, NY. He holds a Series 66 designation and has 21 years of industry experience, including 12 years with Raymond James. 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, institutions, and municipal entities, offering financial planning and consulting through various advisory programs with a primarily non-discretionary approach.

Matthew Schlett is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and previously worked at Kane Capital Management LLC. 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, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs.

David Dillon is a CFP®-certified financial advisor with Raymond James & Associates, bringing 31 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2018. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves individuals—including high-net-worth clients—as well as institutional, pension, charitable, and municipal clients, providing financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Abbie Osterbur is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, Merrill Lynch, and currently at Raymond James. Outside of her advisory role, she is an independent contractor account representative for Juice Plus. 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, institutions, and municipalities, offering financial planning, investment consulting, and specialized municipal advisory services.

Wyatt Amdor is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. 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 consulting with generally non-discretionary client implementation.

Joseph Danley is a financial advisor with Raymond James & Associates in Grosse Pointe Farms, MI, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2018. Outside of his advisory role, he serves with the Grosse Pointe Farms Police Reserve Unit. 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 solutions supported by a nationwide adviser force.

Mary Kane is a financial advisor with Raymond James & Associates in Devon, PA, holding a Series 63 designation and 29 years of industry experience. Her prior firms include Merrill, Morgan Stanley, Wells Fargo Clearing, and Janney Montgomery Scott. 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 plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.