Edward Sheehan is a financial advisor with Raymond James & Associates in Seabrook, NH, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James in various capacities since 2016. Sheehan serves on the Board of Governors for the Haverhill Golf & Country 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—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Cynthia Luepke is a financial advisor with Raymond James & Associates in St. Louis, Missouri, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has been with Raymond James & Associates since 2007. Outside of her advisory role, she volunteers with the Marine Corps Law Enforcement Foundation. 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 public entities, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management strategies.

David Letourneau is a financial advisor with Raymond James & Associates in Duluth, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes significant tenures at Merrill and Bank of America. Outside of advising, he pursues painting as a hobby and has sold a painting. 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 with a range of portfolio management styles, municipal advisory services, and affiliated research and asset management options.

John M Schindler is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at UBS Financial Services, Inc. for 10 years before joining Raymond James in 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Sandra Yates 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 J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Scottrade, Inc. She has been with Raymond James & Associates since 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 individuals, institutional clients, pension and profit-sharing plans, and charitable and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Aaron Rogers is a financial advisor with Raymond James & Associates in Portland, ME, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at John Hancock, Toast, Inc., and LinkSquares, Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.

Bradley Dantzler is a financial advisor with Raymond James & Associates in Winter Haven, FL, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Raymond James since 2006 and previously worked for the City of Winter Haven from 2018 to 2022. Outside of his advisory role, Dantzler serves as a board member of the Polk Visioning Committee. 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 provides financial planning and consulting services with a range of portfolio management styles and notable municipal advisory capabilities.

Brian Lampsa is a financial advisor with Raymond James & Associates in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory work, he owns Pleasant Land LLC, an agricultural property consisting of 160 acres of woods. 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 supported by a range of portfolio management styles and affiliated research.

James Feit is a financial advisor at Raymond James & Associates with 48 years of industry experience. He has been with Raymond James & Associates since 1999. Feit holds the Series 63 designation. 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, investment consulting, and institutional fiduciary services.

Jennifer Monty is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding Series 66 and Series 63 designations and seven years of industry experience. Her prior work includes roles at DDPC and running The Monty Agency, where she worked as an independent contractor proofreading and editing legal transcripts. Outside of advising, she has experience in proofreading legal documents through The Monty Agency. 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 public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by extensive research, model portfolios, and municipal advisory capabilities.

Mark Abbott is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 22 years of industry experience. He has worked with Raymond James Financial, Inc. and Raymond James & Associates since 2003. 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, high-net-worth clients, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

Michael Lubin is a CFP® with 28 years of industry experience and currently serves as a financial advisor at Raymond James & Associates. He has worked at Raymond James since 2018, following prior roles 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Trevor Bennett is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His career includes roles at Fisher Investments, Bank of America, Merrill, and AXA Advisors. He is also the CEO and partner of TradeWorks AI, a business focused on product development and marketing. 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 supported by a variety of portfolio management styles and affiliated research.

Iliana Cantu is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill Lynch, J.P. Morgan Securities, and JP Morgan Chase NA prior to joining Raymond James in 2017. 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 municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Egan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He previously worked at UBS Financial Services Inc. for 18 years before joining Raymond James. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers non-discretionary financial planning and consulting services, drawing on multiple portfolio management styles and affiliated research, and provides specialized municipal advisory and employer consulting programs.

Norman Nelson is a financial advisor with Raymond James & Associates in Park City, Utah, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2002. Outside of advisory services, he is involved in rental real estate ownership through interests in condominium complexes in Park City. 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 services, utilizing various portfolio management styles and affiliated research.

Donald Welch is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he serves on the board of Old Orchard Cemetery, an unpaid position involving oversight of the site's upkeep. 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 clientele including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Glenn Hudson is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 1995. Raymond James & Associates is a large 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Joanna Knieberg is a financial advisor with Raymond James & Associates in Frisco, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at JP Morgan Chase Bank and J.P. Morgan Securities from 2012 to 2024. 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 municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

John Hartnett Jr. is a financial advisor with Raymond James & Associates based in Greenville, DE. He holds the PFS™ designation and has six years of industry experience. His prior experience includes roles at H.D. Vest Advisory Services and Capital and Worth, 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, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.