Anna Buckhalter is a Series 66-licensed financial advisor with Raymond James & Associates in Dallas, TX, where she has worked since 2018. She has 20 years of industry experience, including previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she owns B Kind Design Co, a business focused on selling craft items and potentially hosting craft classes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

Natalie Van Schoyck is a financial advisor with Raymond James & Associates in Little Rock, AR, holding a Series 66 credential and bringing 12 years of industry experience. She has been with Raymond James & Associates since 2015 and also teaches swimming lessons part-time at the North Little Rock Athletic Club. 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 tailored financial planning and consulting services primarily on a non-discretionary basis, with a wide range of investment strategies and municipal advisory capabilities.

Jennifer Key is a financial advisor at Raymond James & Associates with 12 years of industry experience and holds the Series 66 designation. Prior to joining Raymond James, she worked at Morgan Stanley from 2015 to 2021. 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, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Andrew Kaplan is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds a Series 66 designation and has been with Raymond James in various capacities since 2016. Outside of his advisory role, Kaplan serves as a trustee and successor trustee for a family-related trust. 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.

Joseph Bartumioli is a financial advisor with Raymond James & Associates in Woodbury, NY, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he oversees the publishing of his son’s music. 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 tailored financial planning and consulting, drawing on a broad range of portfolio management styles and affiliated research.

Kevin Cahill is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 designations and 39 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and National Life of UT. 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 non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

Michael Ortega is a financial advisor with Raymond James & Associates in Newport Beach, CA, holding a Series 66 designation and eight years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. for six years and has experience at Gladstone's and Pepperdine 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, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Angelo Ciardella is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 17 years before joining Raymond James. Raymond James & Associates, Inc. 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Zachary Kirka is a financial advisor with Raymond James & Associates in Burlington, VT, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked in various sectors including hospitality and fitness, and he has been involved with Ruben James Bar/Restaurant since 2026. 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 and consulting services that emphasize tailored, non-discretionary advice supported by firm research and multiple portfolio management styles.

Natanie Keller is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. Prior to joining Raymond James in 2019, Keller spent 10 years with Morgan Stanley Smith Barney. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide network of advisors.

Conor Lynch is a financial advisor at Raymond James & Associates in New York, NY, holding a Series 66 designation and bringing 14 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 wide range of clients, including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Shannon Rouzier is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Raymond James for 10 years. Outside of her advisory role, she creates and sells dolls as a hobby through an Etsy shop. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles and affiliated research.

Michelle Giovanelli is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds a Series 63 designation and has worked previously at Morgan Stanley for 15 years and Ameriprise for one year. Michelle is based in Boca Raton, Florida. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities with a range of financial planning and consulting services, employing various portfolio management styles and offering both advisory and municipal services.

Malcolm Webb is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at OSAIC, American Portfolios Financial Services, and Mass Mutual Investors Services. Outside of his advisory role, Webb volunteers with the Civil Air Patrol, participating as a search and rescue/disaster relief mission pilot and serving on several finance committees within the organization. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and investment consulting with a range of portfolio management styles, emphasizing non-discretionary planning and utilizing extensive affiliated research and sub-advisers.

David Haddad is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Raymond James & Associates since 1996. 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, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Elizabeth Wyatt is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior roles include positions at The Vanguard Group, Sadik And Associates, Northwestern Mutual, and Raymond James. 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 charitable organizations, offering financial planning, advisory programs, and institutional consulting with a focus on customized, non-discretionary client solutions.

Nicholas Baudean is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked in various roles including at Golf Cart World and Paretti Mazda of Covington. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kyle Hawthorne is a CFP® with 12 years of industry experience, currently affiliated with Raymond James & Associates, where he has worked since 2017. Prior to that, he held roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He is the member and manager of KBRK, LLC. Raymond James & Associates, Inc. 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 and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Anthony Rowland is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2012. Rowland serves as Treasurer for the Mighty River Gobblers Chapter of the National Wild Turkey Federation, handling financial duties for the chapter's annual fundraising banquet. Raymond James & Associates is a 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, investment consulting, and municipal advisory services supported by a nationwide adviser network.

Sean Obrien is a financial advisor at Raymond James & Associates with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Charles Schwab & Co., Charles Schwab Bank, and Raymond James Financial. 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 clients, and municipal entities, offering financial planning and investment consulting through various specialized programs and an extensive affiliate network.