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Ryan R

Series 66

Charlotte, NC

Raymond James & Associates

Ryan Rescigno is a financial advisor at Raymond James & Associates with a Series 66 credential and three years of industry experience. Prior to joining Raymond James, he has held positions at organizations including Spring Valley Country Club and Clemson University. 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 municipal advisory services.

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

Series 66

Fort Worth, TX

Raymond James & Associates

Christopher Beavers is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 66 license and 16 years of industry experience. He previously worked at Bank of America and Merrill for 11 years. Outside of his advisory role, he co-owns and authors a finance book titled *The ABC of Finance* with his wife. Raymond James & Associates is a large firm serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, employing various portfolio management styles supported by extensive research and affiliated sub-advisers.

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

CFP®, Series 63, Series 65

Asbury, NJ

Raymond James & Associates

John Racciatti Parker is a CFP® professional with 27 years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2024, following a 15-year tenure at Morgan Stanley Smith Barney LLC. Outside of his financial advisory career, he owns and operates Feather Ridge Farm LLC, a family farm in Asbury, NJ, where he manages horse care and agricultural production. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary 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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Harrison F

Series 66

Las Vegas, NV

Raymond James & Associates

Harrison Fried is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked at Deep Roots Harvest for four years, along with roles at Veritas, Urban Health and Wellness, and Clemson University. 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 a range of financial planning and investment consulting services with a focus on customized, non-discretionary advice.

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

CFP®, Series 63

Carmel, IN

Raymond James & Associates

Jessica Norris is a Certified Financial Planner (CFP®) with 38 years of industry experience. She has been with Raymond James & Associates since 2015. Outside of her advisory role, she serves as a power of attorney for a family member. 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, 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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Evan A

Series 66

Frisco, TX

Raymond James & Associates

Evan Alexander is a financial advisor at Raymond James & Associates in Frisco, TX, holding a Series 66 designation. He has less than one year of industry experience and previously worked in various roles, including positions with the New York Yankees and Uber. 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, investment consulting, and institutional fiduciary solutions 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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Shannon H

CFP®, Series 66

Naples, FL

Raymond James & Associates

Shannon Holland is a CFP® professional with 23 years of industry experience, currently affiliated with Raymond James & Associates. She has worked at Raymond James & Associates since 2013 and has also been involved with Collier County Public Schools since 2017. Raymond James & Associates is a large firm serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and advisory services with a range of portfolio management styles and emphasizes non-discretionary planning and consulting relationships.

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

Series 66

Macon, GA

Raymond James & Associates

Patrick Wilson is a financial advisor with Raymond James & Associates in Macon, GA, holding a Series 66 designation and two years of industry experience. His prior work includes positions at BankUnited, CIBC Bank, Atlantic Capital Bank, PNC Bank, and SunTrust. He serves on the Darlington School Alumni Council, participating in organizing various alumni 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 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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William S

Series 63, Series 65

Cullma, AL

Raymond James & Associates

William Sosebee is a financial advisor at Raymond James & Associates with 15 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Raymond James. He serves as a finance and investment committee member on the advisory board of East Walker Education & Development. 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 a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional advisory 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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Morgan S

Series 66

Palm Beach Gardens, FL

Raymond James & Associates

Morgan Staudt is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 17 years of industry experience. He has been with Raymond James since 2008. Outside of his advisory work, Staudt has permitted the use of his image to support a family member's personal injury law practice. 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 tailored financial planning and consulting services through various advisory programs and affiliated research resources.

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

Series 63, Series 66

Washington, DC

Raymond James & Associates

Jared Williams is a financial advisor with Raymond James & Associates in Washington, DC. He holds Series 63 and Series 66 designations and has 15 years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 municipal entities, providing financial planning, investment consulting, and municipal advisory services.

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

Series 63, Series 65

Dillon, MT

Raymond James & Associates

Edwin Mcdevitt III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2006. 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 through various programs supported by extensive research and portfolio management resources.

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

Series 66

Macon, GA

Raymond James & Associates

Tyler Brown is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2021, he worked for six years at Stratford Academy. 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 consulting, and institutional fiduciary solutions.

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

Series 63, Series 66

Meridian, ID

Raymond James & Associates

Denise Book Hernandez is a financial advisor at Raymond James & Associates with 25 years of industry experience. She has held her current role at Raymond James since 2011. Her credentials include Series 63 and Series 66 licenses. 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 and pension plans, and charitable organizations, 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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Carlos M

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Carlos Munozlucas is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at Deutsche Bank Securities Inc. for 16 years before joining Raymond James in 2016. Munozlucas serves as Chair of the Investment Committee and is a member of the Board of Trustees and Finance Committees at Associated Catholic Charities, Inc. 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, pension plans, and charitable organizations, 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 B

Series 63

Garden City, NY

Raymond James & Associates

Andrew Borzilleri is a financial advisor with Raymond James & Associates in Garden City, NY, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James and its affiliates 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, institutions, pension plans, and charitable organizations, 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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Bryan B

Series 66

Metairie, LA

Raymond James & Associates

Bryan Bordelon is a financial advisor with Raymond James & Associates in Metairie, LA, holding a Series 66 credential and 25 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he has interests in several business ventures, including passive ownership in FUGAZI, LLC. Raymond James & Associates is a large firm serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and investment consulting services, utilizing a range of portfolio management styles supplemented by affiliated research and model manager options.

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

Series 66

Hunt Valley, MD

Raymond James & Associates

Matthew Hopkins is a financial advisor with Raymond James & Associates in Hunt Valley, MD, holding a Series 66 designation and 25 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as treasurer for Harford County Lacrosse Inc., where he assists with donation management. 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, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management strategies supported by in-house research and affiliated sub-advisers.

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

Series 63, Series 66

Denver, CO

Raymond James & Associates

Keith Bryant is a financial advisor at Raymond James & Associates with 38 years of industry experience. He previously worked for RBC Capital Markets Corporation for 15 years before joining Raymond James in 2023. Bryant holds Series 63 and Series 66 licenses and serves as Treasurer for the National German Shorthaired Pointer Association, a nonprofit organization. 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 specialized municipal advisory services.

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

CFP®, Series 63, Series 66

Chicago, IL

Raymond James & Associates

Gregory Kershner is a financial advisor with Raymond James & Associates in Chicago, IL, holding a CFP® designation and Series 63 and 66 licenses, with 16 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory role, he owns a vacation home used for short-term rentals. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and nonprofit and governmental entities. The firm offers financial planning and consulting services primarily on a non-discretionary basis, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

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