Matthew Weber is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes prior roles at Calton & Associates, C&D General Services, and Stephens Inc. 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, and municipal entities, offering financial planning, non-discretionary consulting, and institutional fiduciary services supported by a range of portfolio management styles and affiliated research.

Christopher Coulter is a financial advisor with Raymond James & Associates in St. Louis, MO, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of advising, Coulter owns and manages a rental real estate business. 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 solutions, utilizing a range of portfolio management styles and affiliated research.

Alan Marshall is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a wide range of portfolio management styles and affiliated research.

Eric Gates is a financial advisor with Raymond James & Associates holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Raymond James, he worked at several companies including Saanroo and ProjectMark. 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 and non-discretionary investment consulting through various specialized programs and affiliated research resources.

Roy Price III is a financial advisor with Raymond James & Associates in Mobile, AL, holding Series 63 and Series 65 credentials and bringing 34 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 overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Christopher Wiegand is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He previously worked at Stifel Nicolaus and Stifel Financial Corp 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, institutions, charitable organizations, and governmental entities, offering a range of financial planning and consulting services, with an emphasis on tailored, non-discretionary advice supported by firm research and multiple portfolio management styles.

Anthony Garcia is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Tinker Federal Credit Union. He is involved with the Francis Tuttle Technology Center in Oklahoma City in a political or community role. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and investment consulting services, employing various portfolio management styles supported by firm research and affiliated sub-advisers.

Gabriela Aguilar is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 17 years of industry experience. She previously worked at UBS Financial Services Inc. and Citigroup Global Markets. She is based in Miami, FL. 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 governmental entities, offering financial planning and consulting services that emphasize tailored, non-discretionary investment strategies supported by firm research and multiple portfolio management styles.

Christopher Holladay is a CFP® certificant with 24 years of industry experience, currently affiliated with Raymond James & Associates since 2015. He serves as a trustee and successor trustee for a family trust, responsible for distributing trust assets according to the trust documents if necessary. 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 fiduciary services through a variety of portfolio management styles and affiliated research.

Anna Manning is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Raymond James since 2016 and has also been involved with SumRidge Partners LLC and her own advisory firm, Anna Manning, LLC. Additionally, she works as a sales agent with Keller Williams Tampa Properties. 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, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by extensive research and a variety of portfolio management styles.

William Theis Jr. is a financial advisor at Raymond James & Associates with 36 years of industry experience. He has been with Raymond James & Associates since 1999 and holds Series 63 and Series 65 designations. 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, charitable organizations, and public entities, offering financial planning, investment consulting, and municipal advisory services through a nationwide network of advisers.

Nancy Leizman is a financial advisor with Raymond James & Associates in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Raymond James & Associates 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 individuals, including high-net-worth clients, institutional investors, pension and profit-sharing plans, charitable organizations, and governmental entities, offering a range of financial planning and consulting services that are generally non-discretionary, supported by multiple portfolio management styles and firm research.

Ryan Hoge is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Carillon Fund Distributors, Inc. and Franklin Templeton Distributors 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 a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a broad platform supported by extensive research and model management options.

Wade Oursler is a CFP® with three years of industry experience, currently affiliated with Raymond James & Associates. His prior roles include positions at Merrill and Bank of America. Oursler’s background also includes experience in education at the University of Delaware, University of Maryland, and Gilman High School. 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 and advisory services that emphasize tailored, non-discretionary consulting supported by firm research and a range of portfolio management styles.

Stephanie Rapcan is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. She previously worked at Fidelity Investments, The Prudential Insurance Company of America, Ameriprise Financial Services, Inc., and several other financial firms. Rapcan is based in Kewaunee, Wisconsin. 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, and offers financial planning and consulting through various programs with a focus on tailored, non-discretionary advisory relationships.

Janet Moeller is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. She previously worked at Morgan Stanley for six years before joining Raymond James in 2020. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a broad client base, including 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.

Daniel Shutt is a financial advisor with Raymond James & Associates in Portsmouth, NH, holding Series 63 and Series 65 registrations and 18 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for 15 years before joining Raymond James. 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 offers financial planning and consulting with a range of portfolio management styles, supported by extensive research and a variety of affiliated investment strategies.

Jonathan Bowman is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2015. Outside of his advisory role, he serves on the finance and investment committee at Sparta First Baptist Church, contributing to the allocation of funds for church ministry purposes. 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 charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Roland Larmore III 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 since 2013. Outside of his advisory role, he is involved as a community coach and is a partner in an LLC established to lease office property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Douglas Settle is a financial advisor with Raymond James & Associates in Oklahoma City, OK. He holds the CFA® designation and has 44 years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined total of 12 years. Outside of his advisory role, he is the owner and general partner of Excelsior Max!, LLC, a business unrelated to investment advising. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a range of portfolio management styles and affiliated research to support tailored client strategies.