Heidi Gough is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she serves as a director and board member at the Corinthian Sailing 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 municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Alexander Belt is an advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 credential. He joined Raymond James in 2026 and has prior experience with Bridgeworth Wealth Management, Stifel, and employment roles outside the financial sector. Raymond James & Associates is a large 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 municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

William Ihrig is a financial advisor with Raymond James & Associates in Columbus, OH, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining Raymond James in 2022, he worked at JP Morgan Securities LLC for five years and held roles at TIAA and Gap 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 wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, providing tailored financial planning and consulting with a variety of portfolio management styles and affiliated research.

Zachary Mekler is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior roles include positions at J.P. Morgan, Westwood One, and the Philadelphia 76ers. He also serves as a committee member for a referral-based networking chapter. 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, offering financial planning, investment consulting, and municipal advisory services.

Colton Hendrix is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials with five years of industry experience. His career includes roles at Fisher Investments and Brighthouse Financial prior to joining 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, institutions, and municipalities, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Octave Francis III is a financial advisor with Raymond James & Associates in New Orleans, LA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously spent ten years at Ffc Capital Advisors, LLC. Francis is also the owner of Francis Financial Group, LLC, a business that manages private assets and real estate for its own account and currently operates in a support role for his Raymond James practice. 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 municipal entities. The firm offers financial planning and advisory services characterized by tailored, non-discretionary plans supported by firm research and multiple portfolio management styles, with notable capabilities in municipal advisory services and a wide affiliate network.

Beverly Schmitt is a financial advisor at Raymond James & Associates with 36 years of industry experience. She holds a Series 63 designation and has worked previously 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Sean Sweeney is a financial advisor with Raymond James & Associates holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Citigroup and LPL Financial, as well as a lengthy tenure at Suburban Physical Therapy. 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 consulting services through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.

Andrea Milano is a financial advisor at Raymond James & Associates with 30 years of industry experience. Prior to joining Raymond James in 2025, Milano worked at Wells Fargo Clearing and Wells Fargo Advisors from 2013 to 2024. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers financial planning and investment consulting with a range of portfolio management styles and affiliated research, emphasizing non-discretionary planning and municipal advisory services.

Dennis Zank is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Raymond James & Associates or its affiliated entities since 1978. Outside of his advisory work, he serves as Treasurer and a board member for the Pasadena Point Estates Homeowners Association. 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, investment consulting, and institutional fiduciary solutions through various portfolio management styles and affiliated research.

Michael Kelly Jr. is a financial advisor with Raymond James & Associates holding a Series 66 designation and 10 years of industry experience. He previously worked at Morgan Stanley for eight years before joining Raymond James in 2024. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jack Wells III is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at OSAIC, Chick-Fil-A, DoorDash, and the University of Alabama. 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 municipal advisory services.

Patrick Roberson 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 2016. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. Raymond James serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

Alexander De Oliveira is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding a Series 66 designation and bringing 27 years of industry experience. Prior to joining Raymond James in 2023, he worked at Morgan Stanley in various roles from 2010 to 2023. Outside of his advisory work, he is the owner of a real estate project developing a pre-construction condominium in Miami, expected to complete in 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 high-net-worth individuals, institutions, and charitable organizations, offering financial planning and consulting through non-discretionary investment advisory programs and institutional fiduciary services.

Stacy Caudill is a financial advisor with Raymond James & Associates in Portage, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Raymond James since 2016. Caudill serves as Treasurer on the board of the Kalamazoo Civic Theatre Foundation, overseeing its endowment fund. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Kathryn Kelly is a financial advisor with Raymond James & Associates holding Series 63 and Series 65 licenses and two years of industry experience. She previously worked at Verdence Capital Advisors, Camden Property Trust, and Virginia Tech. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers a range of financial planning and consulting services with a primarily non-discretionary approach, drawing on diverse portfolio management styles and affiliated research.

Ruby Deboer is a financial advisor at Raymond James & Associates with six years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Raymond James since 2016. Prior to her advisory career, she spent eleven years at a Dental Care Center. Outside of finance, she is an officer and secretary of deBoer Drywall & Acoustical Co Inc., where she handles bookkeeping. Raymond James & Associates is a large, dually registered broker-dealer and 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 consulting services through various specialized programs.

Lisa Bergman is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding a Series 63 designation and 25 years of industry experience. She has been with Raymond James & Associates since 2012. Outside of her advisory role, she has participated in local election activities with the Burlington County Board of Elections. 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 offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a nationwide network of advisors and a range of portfolio management styles.

Philip Crutchfield is a Series 66-licensed advisor with Raymond James & Associates in Gainesville, FL, with three years of industry experience. He previously served on the School Board of Alachua County for 12 years. Outside of his advisory role, he owns a small family farm growing row crops and serves on the finance committee of a nonprofit organization, Gianna's Place. 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 non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Patricia Bennett is a financial advisor with Raymond James & Associates in Treasure Island, FL, holding Series 63 and Series 65 licenses and 24 years of industry experience. Her prior firms include Bank of America and Merrill. She is the owner of The Bennett Group, LLC, a non-investment-related business, and is associated with U Racing Stable, LLC, a business related to investments managed by her husband. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipalities. The firm offers tailored financial planning and non-discretionary consulting supported by extensive research, municipal advisory services, and a wide range of portfolio management styles.