Catherine Rowan is a financial advisor at Raymond James & Associates in Austin, TX, holding a Series 66 designation with 22 years of industry experience. She has worked at Raymond James & Associates since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she serves as the acting executor for the estate of Richard Warner Stephens. 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, and offers a range of financial planning and consulting services supported by firm research, multiple portfolio management styles, and specialized municipal advisory capabilities.

Padma Jambunath is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Morgan Stanley. She serves as Treasurer for the Beachwood School Foundation and is a Finance Committee member for Cleveland Moms 4 Moms, both nonprofit organizations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles, municipal advisory services, and an extensive affiliate network.

Tyler Donaldson Cremer is a financial advisor with Raymond James & Associates holding a Series 66 designation and 15 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Morgan Stanley, Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Tricia O'Neil is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2021. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2021. O'Neil also acts as a co-trustee for two trusts, overseeing distribution approvals. 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 a broad range of portfolio management strategies.

Kapil Bhatia is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has been with Raymond James & Associates since 2005. 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, non-discretionary investment consulting, and institutional fiduciary services.

Pamela Mitchell is a CFP® with 18 years of industry experience, currently with Raymond James & Associates since 2023. She previously worked at UBS Financial Services for 16 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 individuals, institutional clients, pension and profit-sharing plans, and charitable and governmental entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Katelyn Fanelli is a financial advisor with Raymond James & Associates based in Chicago, IL, holding a Series 66 designation with four years of industry experience. She has been with Raymond James since 2018 and previously worked at The Larko Group and Paul Mitchell the School Chicago. Raymond James & Associates, Inc. is a large firm serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and municipal advisory services supported by extensive research and a broad range of portfolio management styles.

William Hornung is a CFP® professional with 38 years of industry experience currently with Raymond James & Associates. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Hornung is based in Westlake, Ohio. 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, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network and a range of portfolio management styles.

Jennifer Napper is a CFP® professional with 18 years of industry experience. She has worked at Raymond James & Associates since 2018 and previously held positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Metlife Securities Inc. 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, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Nicole Trottier Rogers is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

John Pascarella is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Raymond James in 2018, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, he owns and operates an ice cream store in Lake Hiawatha, New Jersey. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, combining tailored, fact-based planning with a range of portfolio management styles and affiliated research.

Sydney Williamson is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Raymond James, Williamson worked at Fidelity Investments and has experience in roles outside finance, including with 39759 Nutrition. 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, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Thomas Pennell is a financial advisor with Raymond James & Associates in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James and Associates since 2011. Outside of his advisory role, Pennell serves as a director on the board of the Virginia Zoological Society, where he is involved in strategic planning, fundraising, and educational initiatives. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse clientele including individuals, institutions, and charitable organizations. The firm provides financial planning and investment consulting through various programs, using a range of portfolio management styles supplemented by in-house research and model managers.

Michael Yakos is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 66 designation and has worked previously at 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 and investment consulting through a range of portfolio management styles and affiliated research resources.

Steven Labelle is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 designations and bringing 29 years of industry experience. Before joining Raymond James in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors from 2015 to 2025. 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, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Henry Grinberg is a financial advisor with Raymond James & Associates in Aventura, FL, holding the Series 66 designation and bringing 23 years of industry experience. He has worked at Raymond James since 2018 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also the owner of Green Mountain Group LLC. 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 tailored financial planning and non-discretionary investment consulting, supported by a wide range of portfolio management styles and extensive affiliated research and advisory resources.

Bruce Crawford is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with Raymond James & Associates since 1997 and serves as President and a director on the board of Harris County Municipal Utility District #189 since 2007. Outside of his advisory role, he is President of Burnt Corn LLC and a partner in Evergreen Partners Ltd, family-owned businesses in which he has ownership interests. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional investors, pension and profit-sharing plans, and municipal entities. The firm offers a variety of financial planning and consulting services with an emphasis on tailored, non-discretionary advice supported by in-depth analyses and a broad array of portfolio management strategies.

Gregory Nixon is a financial advisor with Raymond James & Associates, holding Series 63 and 65 credentials and 23 years of industry experience. He has been with Raymond James since 2008. Outside of his advisory role, he participates in monthly meetings to vote on financial matters for St John The Evangelist church in Evansville, IN. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by in-house research and affiliated advisers.

Maxwell Miller is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 65 licenses. He has one year of industry experience and has worked at Raymond James intermittently since 2024. 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.

Christopher Hanly is a financial advisor with Raymond James & Associates in Paramus, NJ. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to joining Raymond James in 2021, he worked for Bruderman Brothers LLC and Bruderman Asset Management, LLC from 2015 to 2021. Hanly is also a member of Legacy Benefit Assurance LLC, where he sells insurance products and receives commissions. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and government entities. The firm offers financial planning and investment consulting with a variety of portfolio management styles and provides municipal advisory services alongside market-making and execution roles in municipal and government bonds.