Susan Thornton is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 63 designation and bringing 34 years of industry experience. She 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 clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Benjamin Clauss is a CFA® charterholder with 27 years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2021. His prior experience includes twelve years at Bank of America and over two decades at Merrill. Clauss serves as chair of the endowment committee for the nonprofit Triune Mercy, assisting with investment policy and oversight of outside advisors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, providing financial planning and advisory services through a variety of portfolio management styles and affiliated research.

Kevin Koss is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 65 designation and has worked at Aviance Capital Management, LLC prior to joining Raymond James in 2019. The firm oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutional clients, and municipal entities. Raymond James & Associates offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and affiliated research.

Joseph Hamilton is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. Prior to joining Raymond James & Associates, he held roles at Robert Baird & Co. and JJB Hilliard WL Lyons 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 broad client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional advisory services through a variety of portfolio management styles and affiliated research resources.

Susan Hedberg is a financial advisor at Raymond James & Associates with 39 years of industry experience. She has been with Raymond James & Associates since 2005. Hedberg holds Series 63 and Series 65 licenses. 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, charitable organizations, and governmental entities, offering financial planning and advisory services with a range of portfolio management styles supported by affiliated research and model managers.

Rishab Kamat is a financial advisor at Raymond James & Associates with a Series 66 credential and less than one year of industry experience. His prior roles include a position at Tellaro Capital Partners and periods as a student and unemployed before joining Raymond James. 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.

Prescott Barkow is a CFP® professional with 39 years of experience at Raymond James & Associates, where he has worked since 1987. He serves as a trustee for a family trust and is on the advisory board at the University of Miami, contributing to the development of its Master of Science in Economics program. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Lorelia Rodriguez is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2016. The firm manages approximately $501 billion in assets and serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations. Raymond James offers a range of financial planning and investment consulting services, utilizing multiple portfolio management styles supported by firm research and model managers.

Daniel Kaschmitter is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2019. Kaschmitter also owns and manages a single-family rental property in Salt Lake City. 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, pension plans, and charitable organizations, providing financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

William Seugling is a financial advisor with Raymond James & Associates in New York, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2016. 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 and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Scott Bennett is a CFP® with 38 years of industry experience, currently affiliated with Raymond James & Associates in Birmingham, MI. He previously worked at UBS Financial Services Inc for 11 years before joining Raymond James. Bennett serves as a board member and finance/investment committee member for the Catholic Foundation of Michigan. 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 charitable organizations, offering financial planning, advisory programs, and institutional consulting with a variety of portfolio management styles and affiliated research.

Karlynn Schramm is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms, including Gallagher Fiduciary Advisors, LLC, Triad Advisors, and Kestra Financial Services, Inc. She has also been involved in retirement plan consulting in leadership roles at Gallagher Benefit Services, Inc. and Gallagher Fiduciary Advisors, LLC. 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 municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing diverse portfolio management styles supplemented by firm research and model manager options.

Brian Pick is a financial advisor at Raymond James & Associates with 30 years of industry experience. He previously worked at Merrill and Bank of America before joining Raymond James in 2017. Pick serves as a director on the board of the Red Raider Foundation, a nonprofit supporting the Montgomery Area School District through fundraising and grant distribution. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and municipal clients. The firm offers financial planning and investment consulting with a non-discretionary approach, drawing on diverse portfolio management styles and affiliated research.

Richard Foster is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Citigroup and ownership of E2E Blockchains LLC, where he provided advisory services and speaking engagements. 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 offers financial planning and consulting with a range of portfolio management styles, supported by extensive research and a nationwide advisor network.

Philip Collier Jr. is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 16 years of industry experience. He previously worked at T. Rowe Price from 2017 to 2019 and has been with Raymond James 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, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research.

Matthew Watson is a financial advisor with Raymond James & Associates in Ponte Vedra Beach, FL, holding Series 63 and 66 licenses and bringing 23 years of industry experience. He has worked with Raymond James & Associates since 2013, with a two-year period at Dunhill Financial from 2018 to 2020. Outside of his advisory role, he serves as a volunteer bookkeeper and treasurer for local Boy Scouts of America groups. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, with a range of portfolio management styles supported by extensive research and a nationwide adviser force.

Timothy Dorothy Jr. is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2015. 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 that includes individuals, institutional and pension plans, and charitable and municipal entities, offering financial planning and advisory services supported by extensive research and a variety of portfolio management styles.

Pedro Triana is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and two years of industry experience. Before joining Raymond James & Associates in 2023, he worked at Clasicorp Import Corp. and Arena Capital Holdings. He is part owner of NSA-Exchange, an online B2B marketplace that connects supermarket owners with food brokers, producers, and distributors. 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 advisory services through a range of portfolio management styles and affiliated research.

Linda Fulgenzi is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She previously worked at Merrill for nine years before joining Raymond James, where she has been since 2008. Fulgenzi serves as a committee member on the Tucson Botanical Gardens Endowment Investment Committee. Raymond James & Associates is a dually registered broker-dealer and investment adviser with around $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs and drawing on multiple portfolio management styles and affiliated research.

Devin Haun is a financial advisor at Raymond James & Associates in Tuscaloosa, AL, holding a Series 66 credential with approximately one year of industry experience. His prior work includes roles at Velocity Restorations, LLC and New Orleans Bomb Factory, LLC. He serves as treasurer for the Hale County Band Boosters, a nonprofit organization. Raymond James & Associates is a large broker‑dealer and SEC‑registered investment adviser overseeing roughly $501 billion in assets, serving individuals, institutions, and municipal entities. The firm provides financial planning and consulting with a variety of portfolio management styles, including municipal advisory services and employer consulting programs.