Joshua Rajewski is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has held his current position since 2005. Rajewski 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, and charitable organizations, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Troy King is a CFP®-credentialed financial advisor with Raymond James & Associates in Lafayette, Indiana, bringing 26 years of industry experience. He has been with Raymond James & Associates since 2013. 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 government entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

William Lellyett is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2020, he worked for Internal Data Resources from 2016 to 2020. 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, and offers financial planning, investment consulting, and specialized municipal advisory services.

Quinton Homstad is a financial advisor with Raymond James & Associates in Duluth, MN. He holds a Series 66 designation and has been with Raymond James since 2026. Prior to his current role, Homstad worked at Frandsen Bank & Trust for four years and has experience in various positions outside the financial industry, including roles at Menards and FedEx. 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, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research resources.

Walter Hooper is a financial advisor with Raymond James & Associates in Montgomery, AL, holding a Series 63 designation and 39 years of industry experience. He has been with Raymond James & Associates 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, institutional and pension plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Elizabeth Herbst is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 39 years of industry experience. She worked at UBS Financial Services for 29 years before joining Raymond James in 2018. 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, institutional clients, and charitable organizations, offering financial planning and consulting services with a primarily non-discretionary approach supported by a wide range of portfolio management styles and affiliated research.

Elizabeth Green is a CFP® professional with 16 years of industry experience, currently serving at Raymond James & Associates. Her prior experience includes roles at Gulfside Bank, LPL Financial, Truist Advisory Services, BB&T, and Morgan Stanley Smith Barney. She holds board and finance committee memberships with the Education Foundation of Sarasota and the Lakewood Ranch Business Alliance, and is the owner of TrustPoint Bookkeeping 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 charitable organizations, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Robert Ellis Jr. is a financial advisor at Raymond James & Associates with 19 years of industry experience and holds the Series 66 designation. He has been with Raymond James & Associates 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 diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Thomas Barnes is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2013. Barnes is a partner in a separate business venture, 71South, although his involvement is minimal. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm offers a range of financial planning and consulting services with a focus on non-discretionary investment advice supported by comprehensive research and diverse portfolio management strategies.

Scott Linington is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2008. Additionally, he is a partner in Linington & Kissner Wealth, LLC, a business established to own personal property for his Raymond James branch. 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 clients, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Vincent Zaccardi is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 34 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He serves as a director on the Horizons Condominium Owners Association board. 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 charitable organizations, and offers financial planning, investment consulting, and institutional fiduciary services.

Timothy Cooper is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. He previously worked at UBS Financial Services Inc. for 10 years. Raymond James & Associates is a large 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, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Christy Morrison is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her prior roles include positions at City National Bank, RBC Capital Markets, Bank of America, and Merrill. She serves as a director on the Woodward Academy alumni board, a nonprofit organization, where she dedicates time to fostering leadership among alumni. Raymond James & Associates is a large broker-dealer and investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles supported by in-house research and affiliated sub-advisers.

Theodore Shively is a financial advisor with Raymond James & Associates in Chicago, IL, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has been with Raymond James & Associates since 2009. 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, including high-net-worth clients, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nicholas Takahashi is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank between 2013 and 2024. Raymond James & Associates is a large dually registered broker-dealer and investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing various portfolio management styles supported by extensive research and a broad affiliate network.

Martin Gruner is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. 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, institutions, and municipal entities, providing tailored, primarily non-discretionary financial planning and investment consulting supported by a broad range of portfolio management styles and affiliated research.

Brian Moran is a financial advisor with Raymond James & Associates who holds Series 63 and Series 66 licenses and has 32 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Raymond James in 2019. 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.

Heather Penrod is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Sandy Morris Financial & Estate Planning Services. Outside of advising, she assists with tax filing and bank account reconciliation for Penrod's Allstar Drywall & More LLC, a business owned by her husband. 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 financial planning and investment consulting through a variety of portfolio management styles and provides municipal advisory services as well as specialized programs for small employers.

Mitchell Rosich is a CFP® and holds a Series 66 license with Raymond James & Associates, bringing three years of industry experience. Prior to joining Raymond James in 2023, he spent two decades at Athenian Venture Partners. Outside of his advisory role, he owns Magic Mitch Karaoke, a business providing karaoke services for private and corporate events. 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 and non-discretionary investment consulting supported by proprietary research and various portfolio management styles.

Krista Leonard is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2013. Outside of her advisory role, she owns two residential rental properties. 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 charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, drawing on various portfolio management styles and affiliated research.