Jessica Valera is a financial advisor at Raymond James & Associates with 24 years of industry experience. She has worked at Raymond James since 2018 and previously at Safra Securities LLC for five years. Outside of advising, she holds a real estate salesperson license and is affiliated with Universal 1 Realty in Coral Gables, 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, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Paul Andrews is a Series 66 licensed financial advisor with 24 years of industry experience. He has been with Raymond James & Associates since 2020, following an 11-year tenure at UBS Financial Services Inc. Andrews is a partner and owner of Andrews Capital LLC, which he uses to hold private investments. He is also a partner in THE BOOM LLC, an entity established with a family member to purchase a condominium in Florida for personal use. 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, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles supported by in-house research and affiliated sub-advisers.

Elijah Lares is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has previously worked at Fifth Third Bank, Bank of America, Enterprise, and Judson University. In addition to his advisory role, Lares serves as a professor at Indiana University Northwest. 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 tailored financial planning and consulting with a non-discretionary approach that incorporates a range of portfolio management styles and affiliated research.

Terrance Dedrick is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. He is a partner at W.D. Logistics and owner of D Lux Enterprises, and serves as president of the West Alabama Auburn Club. Additionally, he contributes to community development as a member of the advisory board for Elevate in Tuscaloosa. 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, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Matthew Loftus is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. He holds the Series 66 designation and is based in Franklin, TN. 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 that includes individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs and affiliated research resources.

Cynthia Drewry is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and bringing 8 years of industry experience. She 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, institutional investors, and municipal entities, offering services such as financial planning, non-discretionary investment consulting, and institutional advisory solutions.

Vicky Langenhorst is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 66 credentials and over 33 years of industry experience. She previously worked at UBS Financial Services Inc. for nine years before joining Raymond James in 2018. Outside her advisory role, she is a distributor for Advocare products, which she uses personally. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles and specialized municipal advisory capabilities.

Robert Chase is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he is a partner in Bentley Condo, LLC, a business involved in locating, purchasing, and managing property. 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, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Jeffrey Goldberg is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade for 14 years before joining his current firm in 2021. 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 institutional fiduciary solutions.

Maynard Hopper is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he pursues writing as a hobby, planning activities such as blogging, YouTube content, subscription email services, and self-publishing. 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 wide range of portfolio management approaches and affiliated research.

Alexandra Branca is a CFP® professional with 13 years of experience at Raymond James & Associates. She serves as President of the Northern Illinois Hospice Foundation, where she oversees board operations and financial reviews. 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 individuals, institutions, and charitable organizations with financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jill Taylor Phillips is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 designation and five years of industry experience. She previously worked at Merrill and RBC, among other firms, before joining Raymond James in 2026. 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 plans, and municipalities, offering financial planning and investment consulting through various advisory programs.

Adam Starek is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Raymond James, he was involved in the home building industry, working at Running Rabbit Home Building Inc. and Running Rabbit Fine Art In Home Building for a combined 13 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, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Arthur Finkelberg is a CFP® and CFA® credentialed financial advisor with 43 years of industry experience, currently with Raymond James & Associates since 2011. He serves as a member of the finance and investment committee for Beth Israel Congregation, overseeing multiple funds and contributing to budgeting and reporting. Outside of finance, he co-owns Finkelberg Racing LLC, which holds interests in standardbred race horses. 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, and municipalities with financial planning, investment consulting, and municipal advisory services, utilizing a range of portfolio management styles and firm research to support tailored client strategies.

Frank Domino Jr. is a CFP® professional with 42 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2013. He was previously involved with Lafayette Central Park, Inc., working on the Moncus Park project from 2020 to 2023. 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 advisory services that are generally non-discretionary with a variety of portfolio management styles and affiliated research resources.

Yon Kim is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Charles Schwab and its related entities for over two decades. He is based in Castle Rock, Colorado. 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, non-discretionary investment consulting, and municipal advisory services.

Pamela Fisher is a financial advisor with Raymond James & Associates in Salt Lake City, UT, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. Her career includes long tenures at Merrill and Bank of America prior to joining Raymond James. Outside of advising, she is a joint owner of rental real estate. 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 research and a range of portfolio management strategies.

Stephanie Martin is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has previously worked at Merrill Lynch and with Contentment Brewing Company and Modesto Pregnancy Center. 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 municipal advisory services.

Anders Bergmann is a financial advisor at Raymond James & Associates with nine years of industry experience and holds the Series 66 designation. He has worked at Raymond James Financial Services since 2018 and previously at INVEST Financial Corp. from 2015 to 2018. Bergmann is also involved with the Cathedral Church of St. Peter and Epiphany of Our Lord Roman Catholic Church. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Gary Wardein is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. His prior work includes roles at Merrill for 30 years and Bank of America for 11 years. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by proprietary research and multiple portfolio management styles.