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Brett T

Series 63, Series 65

Tallahassee, FL

Raymond James & Associates

Brett Thompson is a financial advisor with Raymond James & Associates in Tallahassee, FL, holding Series 63 and Series 65 registrations and 29 years of industry experience. He has been affiliated with Raymond James & Associates and Cureton Thompson LLC since 2006. Outside of his advisory role, he is a passive investor in Meridian Oil and Gas. 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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jack G

Series 66

Beachwood, OH

Raymond James & Associates

Jack Gecovich is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. He has been with Raymond James since 2018 and previously worked at Enprotech Corp from 2014 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 individuals, including high-net-worth clients, institutions, pension plans, charitable organizations, and government entities, offering a range of financial planning and investment consulting services through a variety of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Christopher N

Series 63, Series 65

Tampa, FL

Raymond James & Associates

Christopher Noble is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior experience includes eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Outside of advising, he is a partner and owner of a business unrelated to investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary advisory services supported by a wide range of portfolio management styles, research resources, and municipal advisory capabilities.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jason N

CFP®, Series 63, Series 66

Florence, SC

Raymond James & Associates

Jason Newton is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Raymond James & Associates since 2020, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved in managing two LLCs related to real estate holdings that support his practice's office space and provide housing for his college-aged son. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving 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 and proprietary research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Fredy B

Series 66

Coral Gables, FL

Raymond James & Associates

Fredy Bulla is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has 17 years of industry experience. He previously worked at Morgan Stanley for seven years before joining Raymond James in 2021. Outside of advising, he is also the owner of a business named Sxiert 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 diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Cynthia J

Series 63, Series 65, Series 66

Jackson, MS

Raymond James & Associates

Cynthia Jones is a financial advisor with Raymond James & Associates, holding Series 63, Series 65, and Series 66 designations and bringing 40 years of industry experience. She has been with Raymond James & Associates since 2013. 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, institutional investors, pension and profit-sharing plans, and municipalities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Magda C

Series 63, Series 66

Coral Gables, FL

Raymond James & Associates

Magda Castro is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at PNC Investments LLC, Citigroup, and HSBC in various roles. 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, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michael A

Series 63, Series 65

San Rafael, CA

Raymond James & Associates

Michael Ariyoshi is a financial advisor with Raymond James & Associates in San Rafael, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley Private Bank, and Wells Fargo Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering tailored financial planning and consulting services supported by extensive research and a range of portfolio management options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Evan B

CFA®, Series 63, Series 66

Tinton Falls, NJ

Raymond James & Associates

Evan Bloomberg is a CFA® charterholder with 17 years of industry experience. He is currently with Raymond James & Associates and was previously with UBS for 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 individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Douglas A

Series 63, Series 65

Greenville, SC

Raymond James & Associates

Douglas Adler is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Raymond James & Associates, Inc. since 2006 and joined Raymond James & Associates in 2021. 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, pension and profit-sharing plans, charitable organizations, and governmental entities with a range of financial planning and consulting services, relying on various portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Gary C

CFP®, Series 66

Hallandale Beach, FL

Raymond James & Associates

Gary Curry is a CFP® certified financial advisor with 17 years of industry experience. He has been with Raymond James & Associates since 2014, serving clients from Hallandale Beach, FL. Outside of his advisory role, he is the owner of a rental real estate business in Fort Lauderdale, 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 a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Andrew N

Series 66

Slidell, LA

Raymond James & Associates

Andrew Necaise is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jennifer M

CFP®, Series 63, Series 65

Oskaloosa, IA

Raymond James & Associates

Jennifer Main is a CFP®-certified financial advisor with 28 years of industry experience. She is currently with Raymond James & Associates and previously worked at Edward Jones. Outside of her advisory role, she is involved in a real estate investment business. 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 tailored financial planning and consulting services, supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Mikayla K

Series 66

Allentown, PA

Raymond James & Associates

Mikayla Kelhart is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Align Wealth Strategies and Northwestern Mutual. Outside of finance, she has been involved with Casa Toro Mexican Grill since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers financial planning and consulting services supported by extensive research and a variety of portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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C. S

Series 63, Series 65

Alpharetta, GA

Raymond James & Associates

C. Stephens is a financial advisor at Raymond James & Associates with 45 years of industry experience. He has been with Raymond James & Associates since 1995. He holds Series 63 and Series 65 licenses. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide network of advisers and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Carrie Y

Series 63, Series 66

Chicago, IL

Raymond James & Associates

Carrie Yackee is a financial advisor with Raymond James & Associates in Chicago, IL, holding Series 63 and Series 66 designations 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 serving a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and government entities. The firm provides financial planning and non-discretionary investment consulting through a range of portfolio management approaches and affiliated research, with notable municipal advisory services and extensive affiliate resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Rick H

Series 63, Series 66

Memphis, TN

Raymond James & Associates

Rick Hartl is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Raymond James since 2014 and is also employed part-time as a golf associate at Dick's Sporting Goods. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser force and a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kenneth S

Series 63, Series 65

Rochester, MI

Raymond James & Associates

Kenneth Schenden is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has been with Raymond James & Associates since 2009 and holds Series 63 and Series 65 licenses. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Larry G

Series 63, Series 65

Honolulu, HI

Raymond James & Associates

Larry Goeas is a financial advisor with Raymond James & Associates in Honolulu, HI, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he is associated with a non-family trust without compensation. 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 financial planning and consulting services primarily on a non-discretionary basis.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michael W

Series 66

St. Petersburg, FL

Raymond James & Associates

Michael White is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James since 2000 and has an ongoing association with the University of Chicago 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 broad client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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