Gregory Molchen is a financial advisor with Raymond James & Associates in Pittsburgh, PA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at TriState Capital Bank, Chartwell TSC Securities Corp., and Northwestern Mutual. He is involved in local government as a member of the Bell Acres Borough Council and Planning Commission. 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 provides tailored financial planning and consulting services through a variety of portfolio management strategies, emphasizing non-discretionary client relationships.

Claire Cooney is a financial advisor with Raymond James & Associates in Bethesda, MD, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, she worked at Grubhub Inc. and Oracle Inc., and she completed her education at Pennsylvania State University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Daniel Jones is a financial advisor with Raymond James & Associates in Philadelphia, PA, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Raymond James & Associates since 2001 and owns RLB Holdings LLC, a business involved in real estate investment. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser that serves 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 firm research and affiliated sub-advisers.

Minka Latta is a financial advisor with Raymond James & Associates in Oklahoma City, OK, holding Series 63 and Series 66 credentials and totaling 28 years of industry experience. She has worked at Raymond James & Associates since 2018 and previously was with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, Latta is an owner of a small rental real estate business. 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, investment consulting, and municipal advisory services.

Eugene Rushton is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at Sagepoint Financial, INC. and the University of Virginia. Outside of advising, Rushton is co-owner of a family business, Les Yeux Du Monde, which he inherited with his sister. 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 non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Grigori Lvov is a financial advisor with Raymond James & Associates in Hackensack, NJ, holding a Series 66 designation and 23 years of industry experience. He has worked at Raymond James since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors 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, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Jacob Shumacker IV is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 1999. Outside of his advisory role, he is a certified flight instructor at Atlas Aviation, Inc., a position he has held since 2009. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management options.

Caleb Cronic is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and previously served ten years in the United States Navy. Caleb is an officer and CEO of the United States Naval Academy Alumni Association in Jacksonville, FL, and serves as a trustee for Southside Baptist Church. 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, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joseph Zenker is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and a diverse range of portfolio management styles.

Kyle Lamb is a CFP® with two years of experience and is currently affiliated with Raymond James & Associates. Prior to joining Raymond James, he spent 15 years at Freed-Hardeman University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser servicing a broad client base including individuals, institutions, and nonprofit 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.

Maria Gabriela Besselievre is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. She previously worked at UBS for five years before joining Raymond James 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 a diverse client base—including individuals, institutions, and charitable organizations—and offers a range of financial planning and advisory services supported by multiple portfolio management styles and affiliated research.

Genae Affrunti is a financial advisor at Raymond James & Associates with 14 years of industry experience. She previously worked at Ameriprise and Comerica Securities, Inc. Affrunti is involved with FO2 Cash Management, a cash management platform for corporate and institutional clients. 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 non-discretionary investment consulting through a variety of portfolio management styles, supported by extensive research and a broad affiliate network.

Sheryl Barron is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2017. She is based in Cypress, TX. 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, and offers financial planning and consulting services supported by a national adviser network.

Steuart Evans Jr. is a financial advisor with Raymond James & Associates in Huntsville, AL, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a part owner and manager of Airport Properties, a real estate brokerage and development business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities with financial planning, non-discretionary consulting, and institutional fiduciary solutions. The firm emphasizes tailored planning approaches supported by research, diverse portfolio management styles, and offers specialized municipal advisory services.

Russell Cappelen Jr. is a financial advisor at Raymond James & Associates with 42 years of industry experience. He held a position at UBS Financial Services Inc. for 25 years before joining Raymond James in 2024. Outside of his advising role, he is a partner in an LLC that owns a liquor license. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad 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 extensive proprietary research.

Michael Morrison is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. He previously worked at Bank of America and Merrill for 14 years. Outside of his advisory role, he is a part-time bookkeeper for Accu-Type Depositions. 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, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Mary Elizabeth Hargrove is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2018, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of her advisory work, she is an investor in private ventures including Gone Salty LLC and Sand Surf Company LLC. 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 provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, leveraging a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

Jo Pontius is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 63 designation and bringing 38 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm offers financial planning and investment consulting through various programs, with an emphasis on non-discretionary advice supported by extensive research and multiple portfolio management styles.

Jon Vance is a financial advisor at Raymond James & Associates with 16 years of industry experience. He has worked with Raymond James since 2017 and previously spent three years at RBC Capital Markets. Outside of his advisory role, he serves as a trustee for Vance IRA, a family trust he co-manages with his wife. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing diverse portfolio management styles and an extensive affiliate network.

Kurt Carlson is a CFP® and CFA® with 35 years of industry experience. He is currently with Raymond James & Associates and previously worked at Robert Baird & Co. and Hefren-Tillotson, Inc. 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 various organizations, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.