Leslie Schilp is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 21 years of industry experience. Her work history includes roles at Raymond James & Associates since 2018 and Charles Schwab 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 a broad 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.

Katherine Egan is a financial advisor with Raymond James & Associates in Walnut Creek, CA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, she worked at Finley Technologies and Receipt Bank. Egan serves as secretary and board member of Grateful Gatherings, a nonprofit that assists families in the San Francisco Bay Area with housing and transitioning out of homelessness. 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 specialized municipal advisory services.

Angela Barnhart is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 designations and 16 years of industry experience. She has been with Raymond James & Associates since 2013. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Harold Jandreski is a CFP® professional based in Traverse City, MI, with 35 years of industry experience. He has worked at Raymond James & Associates since 2025 and previously spent 16 years with Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Lisa Johnson is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 29 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she serves as a part-time financial secretary for Boulevard Baptist Church, 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

Michael Mcnamee is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, spending a combined 11 years at those firms. 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 tailored financial planning and consulting services through a range of portfolio management styles and affiliated research resources.

Zachary Brown is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. His prior work includes roles at DoorDash and varied positions during and following his education at Arizona State University. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Stefanie Daley is a Series 66-licensed financial advisor with Raymond James & Associates, bringing five years of industry experience. She has been with Raymond James Financial, Inc. since 2012. Outside of her advisory role, she is a certified Jazzercise instructor offering online rhythmic aerobics and strength training classes. 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, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Ruth Doepel is a CFP® with 30 years of industry experience and has been with Raymond James & Associates since 2008. She is based in Sarasota, FL, and holds a Series 63 license. Outside of her advisory role, she owns The DW Group LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting services with a non-discretionary approach and provides access to a range of portfolio management styles and affiliated research resources.

Rey Carandang is a financial advisor with Raymond James & Associates in Newport Beach, CA, holding Series 63 and Series 65 credentials and has 21 years of industry experience. He previously worked at Ameriprise for three years and Comerica Securities, Inc. for twelve years. Outside of his advisor role, he is involved with Comerica Bank’s Maestro/Financial Oxygen bank client money market platform. 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, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research resources.

William Parrott is a financial advisor with Raymond James & Associates in Kingsport, TN, holding a Series 66 designation and 11 years of industry experience. He has worked at Raymond James since 2018 and previously at JJB Hilliard W.L. Lyons LLC from 2015 to 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 a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and specialized municipal advisory services.

Hunter Macwilliams is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James since 2015 and concurrently associated with Meridian Health Plan since 2012. 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.

Jeri Richard is a financial advisor with Raymond James & Associates in Portland, OR, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Raymond James & Associates since 2014 and concurrently works at Portland Community College. 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, and charitable organizations, offering tailored financial planning and advisory services with a range of portfolio management styles and affiliated research.

James Watts is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2015. Watts is based in St. Petersburg, FL. 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 financial planning, non-discretionary investment consulting, and municipal advisory services.

Alfonso Giudici is a financial advisor with Raymond James & Associates in Greenwich, CT, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Equitable Advisors and Abeille Bravure. He is also the owner of Vox Trend Media LLC, a business focused on media direction and vision planning. 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, offering financial planning and consulting with a range of portfolio management styles and firm-supported research.

Michael Rodriguez is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Stifel Nicolaus & Co., and Wells Fargo Clearing. Outside of his advisory role, he has ownership in ASRMCR Holdings LLC, a private investment-related business he co-owns with his spouse. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a range of portfolio management styles, firm research, and affiliated sub-advisers.

Eitan Esan is a financial advisor with Raymond James & Associates and holds the Series 66 designation. He has 10 years of industry experience, including prior roles at Morgan Stanley and Morgan Stanley Private Bank. He serves on the finance and investment committee of the Boca Raton Synagogue’s endowment. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutions, and municipal clients with a range of financial planning and consulting services.

Robert Handley is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Raymond James Financial Services Inc., National Securities Corporation, and Cco Investment Services Corp. 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 and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Mark Corbin is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds Series 63 and Series 65 credentials and 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, institutions, charitable organizations, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Shannon Fuller is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and has been with Raymond James for 13 years. Outside of advising, he is involved with Youngblood Builders Supply. 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, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.