Jonas Dufek is a financial advisor with Raymond James & Associates in Omaha, NE, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with Raymond James since 2019 and previously worked at Buildertrend from 2016 to 2019. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by extensive research and a range of portfolio management styles.

Clifton Smith is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His previous roles include positions at Ameriprise Financial Services, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Stegner Investment Associates, and Uvest Financial Services Group. Outside of his advisory work, he is the owner of CSGolf LLC, a business established to support his son's college and professional golf career through NIL and sponsorship contract management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients with a range of financial planning and consulting services, employing a variety of portfolio management styles supported by firm research and model managers.

Leianne Erhart is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior roles include positions at Franklin Templeton and Aldo, with a background spanning financial services and retail sectors. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that manages roughly $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and municipal advisory services.

Richard Parker is a financial advisor with Raymond James & Associates in New York, NY, holding a Series 63 designation and over 56 years of industry experience. He has been with Raymond James since 2016 and is also involved in real estate, owning and managing several renovated residential buildings in Brooklyn with his son. Additionally, he co-owns a small, inactive antiques business with his wife. 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 wide range of clients including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles and affiliated research.

Melinda Johnston is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 40 years of industry experience. Her prior roles include positions at Bank of America, N.A., and Merrill. She also has involvement in a personal lending business outside of her advisory work. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutional investors, and municipal entities. The firm offers financial planning and consulting services with a focus on non-discretionary advisory relationships supported by comprehensive research, multiple portfolio management styles, and specialized municipal advisory services.

Paul Stanislau is a financial advisor with Raymond James & Associates in Stuart, Florida. He holds Series 63 and Series 65 designations and has 41 years of industry experience. Prior to joining Raymond James in 2023, he worked at UBS Financial Services for 12 years. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non‑discretionary investment consulting, and institutional fiduciary services.

Patricia Valenzuela is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley Smith Barney for 10 years. Outside of her advisory role, she works part-time as a cake maker and decorator. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Frederick Daniels 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 2020, following four years with Wells Fargo Clearing and ten years with Wells Fargo Advisors, 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 individuals, institutional clients, pension plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lonnie May is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning and investment consulting through various advisory programs. Raymond James & Associates is notable for its municipal advisory services and extensive affiliate ecosystem supporting a wide range of portfolio management strategies.

Kyle Dalson is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, employing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Jerome Dattel is a financial advisor with Raymond James & Associates in Gulfport, MS, holding a Series 63 designation and bringing 56 years of industry experience. He has been with Raymond James & Associates since 2013 and is also a member of Stowaway BNA-1 Investors, LLC, a personal private investment entity. 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, non-discretionary investment consulting, and specialized municipal advisory services.

Betty Schutte Box is a CFP® professional with 26 years of industry experience, currently serving at Raymond James & Associates since 2018. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she is the owner and president of Shake Rag LLC, a rental real estate business. 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, pension plans, and charitable organizations, offering financial planning and consulting through various advisory programs and emphasizing non-discretionary client relationships.

Deonna Colvin is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 credentials and with 27 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Outside of her advisory role, she is connected to a woodworking business owned by her spouse. 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 and consulting primarily through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.

Steven Kellough is a financial advisor with Raymond James & Associates in Tuscaloosa, AL, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Kellough serves as president and advisory board officer for The Bourbon Club of Tuscaloosa, a nonprofit focused on charity and compliance with alcohol guidelines. 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 pension plans, offering a range of financial planning and consulting services supported by multiple portfolio management styles and affiliated research.

Janel Fahey is a financial advisor at Raymond James & Associates with 18 years of industry experience and holds a Series 66 credential. She has been with Raymond James since 2008 and is also involved with AdvoCare since 2012. 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 comprehensive financial planning and consulting services, with a variety of portfolio management styles and municipal advisory capabilities.

David Lorbiecki is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He worked at DM Kelly & Company for 31 years before joining Raymond James in 2026. Outside of his advisory role, he is involved with the Lorbiecki Group, a financial advisory DBA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and model managers.

J Heaton is a ChFC® and holds a Series 66 license, with 18 years of experience in the financial industry. He has worked at Raymond James & Associates since 2016. Outside of his advisory role, he owns and operates Muck Me Farm, LLC, where he raises livestock for show and sale. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles supported by affiliated research and sub-advisers.

Matthew Rogers is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has been with Raymond James since 2014 and holds Series 63 and Series 65 designations. Outside of his advisory work, he is an author and has published a book on coaching. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and government entities. The firm offers financial planning and non-discretionary investment consulting, leveraging a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Dana Goldfarb is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and totaling 46 years of industry experience. He has been with Raymond James & Associates since 2010. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Lloyd Gaw Jr. is a CFP® professional with 38 years of industry experience, currently affiliated with Raymond James & Associates. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advisory work, he owns and manages multiple family-related farm and rental real estate businesses in Tennessee. Raymond James & Associates is a large firm servicing individuals, institutions, and municipal entities with offerings that include financial planning, wealth advisory, and institutional consulting. The firm utilizes a variety of portfolio management styles and provides municipal advisory services alongside market-making and execution in municipal bonds.