Annamarie Strickland is a CFP® with 22 years of experience in the financial services industry. She has worked with Raymond James & Associates since 2020 and previously held positions at USAA Investment Management Company and USAA Financial Advisors. Outside of advising, she is an owner of a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers tailored financial planning and investment consulting through a variety of portfolio management styles and affiliated resources.

James Evans is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Raymond James & Associates since 1999 and at Roney & Co. since 1996. 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 charitable organizations, offering financial planning and consulting with a non-discretionary approach supported by a wide range of portfolio management styles and affiliated research.

Theresa Bursey is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, where she spent a total of 10 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Susan Bertash is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at BlackRock for seven years before joining Raymond James in 2018. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

William Longest is a CFP® and ChFC® affiliated with Raymond James & Associates, with nine years of industry experience. He has worked at Raymond James Financial and related entities since 2019 and previously held roles at Bank of America and Merrill Lynch. Longest also maintains a self-employed practice 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 individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Daniel Roland is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 registrations and bringing 47 years of industry experience. He has been with Raymond James & Associates since 2015. 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, institutional clients, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Natalie Sutcliffe is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 credentials and 17 years of industry experience. Her career includes roles at Victory Capital Advisers, CIVISTA Bank, KEY BANK, UBS Financial Services, and Wells Fargo Clearing. Raymond James & Associates manages approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of financial planning and advisory services, combining quantitative analyses with various portfolio management styles, and also provides municipal advisory services alongside market-making in government bonds.

Gregory Duncan Peters is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. Prior to joining Raymond James in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors from 2015 to 2024. Outside of his advisory role, he is co-owner of Minotaur, LLC, a business he operates with his spouse, and serves as acting trustee of a family irrevocable trust. 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, supported by a broad range of portfolio management options and affiliated research.

Donald Minton is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Raymond James and also involved with Evansville Employment DBA Custom Staffing since 2007. Outside of his advisory role, he serves on the board of directors for Custom Staffing Services, a temporary staffing agency. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management strategies supported by firm research and affiliated sub-advisers.

Jennifer Mills is a financial advisor at Raymond James & Associates with 27 years of industry experience. She has been with Raymond James since 2013 and holds Series 63 and Series 65 credentials. Mills and her husband own a condo in Winter Park, Colorado, which they manage as a short-term rental through a property management company. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional clients, and charitable organizations. The firm offers financial planning and investment consulting with a range of portfolio management strategies, and it provides specialized municipal advisory services alongside its broad advisory and fiduciary solutions.

Tiffany Blacksten is a Series 66-licensed financial advisor at Raymond James & Associates with five years of industry experience. Her prior experience includes roles at Merrill, J.P. Morgan Securities LLC, and JPMorgan Chase Bank, N.A. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a broad client base, including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Zachary Zugan is a financial advisor at Raymond James & Associates with two years of industry experience. He previously worked at Janney Montgomery Scott and has held roles outside finance, including at Landscapes by Terra and Condados. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research resources.

Danielle Walls is a financial advisor with Raymond James & Associates in Lakewood Ranch, FL. She holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James in 2025, she worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2021 to 2025, and spent eleven years at The Ritz-Carlton, Sarasota. 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 municipal clients, offering financial planning, investment consulting, and institutional advisory services with a range of portfolio management styles and affiliated research.

Lee Demastus is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has a total of one year of industry experience, including previous roles within Raymond James 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 wide range of clients including individuals, institutional plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research.

Robert Alft is a financial advisor with Raymond James & Associates based in Pensacola, FL, holding the Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Raymond James Financial, and Gulf Wind Federal Credit Union. He has ownership interests in several investment-related businesses, including The Wealth Advisors of the Gulf Coast Inc. and Alft, Watters Elmore Inc. 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 tailored financial planning and investment consulting services, combining proprietary research and multiple portfolio management styles while maintaining primarily non-discretionary client relationships.

Chad Danforth is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2018, following an 11-year tenure at Citigroup Global Markets. 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, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Jason Schlesinger is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 28 years of industry experience. He previously worked at UBS Financial Services and Robert W. Baird. Outside of his advisory role, Schlesinger serves on the board of Take Me to the River, a nonprofit developing music education programs for public schools, and is involved with Make-A-Wish Bay Area and The Better Angels Society, participating in financial oversight and audit committees. 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 charitable organizations, offering tailored, primarily non-discretionary financial planning and investment consulting supported by a broad range of portfolio management styles and affiliated research.

Bri Anna Harris is a financial advisor with Raymond James & Associates in Grand Junction, CO. She holds Series 65 and Series 66 registrations and has 15 years of industry experience. Harris previously worked at Citibank and was involved with Interesting Blazer LLC from 2020 to 2022. 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 individuals, institutional clients, and municipal entities, offering financial planning and consulting through a range of portfolio management styles and affiliated research resources.

Amber Seale is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Raymond James & Associates in Dallas, TX since 2015. She previously worked in the luxury sector from 2017 to 2018. Amber is a limited partner in K-7 Enterprises. 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 broad client base, including individuals, institutional clients, and nonprofit entities, offering financial planning and investment consulting services through various advisory programs.

Luke Fairchild is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Raymond James & Associates, he worked at firms including Morgan Stanley and Wells Fargo Clearing Services. Outside of advisory work, Fairchild has been an independent contractor for Uber since 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a wide range of portfolio management styles and affiliated research.