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David M

Series 63, Series 65

New York, NY

Raymond James & Associates

David Melian is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2016. Outside of his advisory role, he operates a photography business, David Melian Photography, which he has run since 2012. 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 public entities, offering financial planning and non-discretionary investment consulting supported by 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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Sunil S

Series 66

Aurora, IL

Raymond James & Associates

Sunil Seth is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. Outside his advisory role, he has been associated with the Project Management Institute since 2023. 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—and offers financial planning, investment consulting, and institutional fiduciary solutions with a primarily non-discretionary approach.

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

Series 66

Franklin, TN

Raymond James & Associates

Crystal Imperiali is a Series 66-credentialed financial advisor with four years of industry experience. She is currently with Raymond James & Associates and has worked previously with firms including Sircy-Hurd Wealth Team and SageSpring Wealth Partners. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

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

CFP®, Series 66

Kings Park, NY

Raymond James & Associates

Christopher Quartararo is a CFP®-certified financial advisor with 17 years of industry experience. He has worked at Raymond James & Associates since 2020 and previously held positions at Bank of America, Merrill, and Deutsche Bank Securities. He serves as an acting trustee for a family life insurance trust. Raymond James & Associates, Inc. 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 non-discretionary investment consulting supported by a wide range of portfolio management styles, research resources, and specialized municipal advisory services.

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

Series 63, Series 65

Saratoga Springs, NY

Raymond James & Associates

William Jackowski Jr. is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2015. He also serves as a trustee for the Jackowski Family Trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves diverse clients including individuals, institutions, and municipal entities, offering 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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John V

Series 63, Series 65

Beverly Hills, CA

Raymond James & Associates

John Vizcarra is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. Prior to joining Raymond James in 2026, he spent 26 years at City National Securities, 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 and consulting with a variety of portfolio management styles and affiliated research.

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

Series 63, Series 65

Providence, RI

Raymond James & Associates

Frederick Rickey III is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. He serves as a finance committee member for Immaculate Conception Parish in Cranston, Rhode Island, where he participates in quarterly financial reviews. 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 approaches and extensive affiliated research.

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

Series 63, Series 66

Shreveport, LA

Raymond James & Associates

Tommy Cockrell is a financial advisor with Raymond James & Associates in Shreveport, LA, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves on the Finance and Investment Committee for the Diocese of Shreveport. 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—and offers comprehensive financial planning and consulting services through various specialized programs.

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

Series 63, Series 66

Bend, OR

Raymond James & Associates

Storm Maxey is a Senior Financial Advisor at Merrill Lynch Wealth Management and part of the Singer, Maxey Wealth Management team. She has been in the financial services industry since 1999, beginning her career as an intern at Raymond James Financial Services while attending the University of Oregon. Over the years, she has held various roles including trader, client relationship manager, and branch manager before joining Merrill Lynch in Central Oregon. Storm specializes in areas such as college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible investing, women and wealth, and retirement income. She holds FINRA Series 7, 24, 63, and 66 registrations as well as life and health insurance licenses. Additionally, she holds certifications as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Storm graduated from the University of Oregon with a Bachelor of Science degree in Economics and Business. She relocated to Central Oregon in 2010 with her family, where she enjoys outdoor activities such as biking, boating, camping, dancing, hiking, and spending time with her family.

College savings (529s, UTMA, etc.) General retirement planning Founder/Business Owner Executive Women Professionals Women's Finance LGBTQIA
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Robert Q

Series 66

Winston-Salem, NC

Raymond James & Associates

Robert Quick is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding a Series 66 license and 17 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory work, he is involved in youth sports as the founder and president of the Pfafftown Raiders 2034, a youth travel baseball organization. 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 plans, and charitable organizations, offering financial planning and non-discretionary consulting 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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Daniel R

CFP®, Series 63, Series 65

Boston, MA

Raymond James & Associates

Daniel Ryan is a CFP® professional with 35 years of industry experience, currently with Raymond James & Associates since 2016. He serves on the Finance and Investment Committee of the First Church Swampscott, Congregational. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities with 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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Emerson B

CFP®, Series 63, Series 65

Chattanooga, TN

Raymond James & Associates

Emerson Brown is a CFP®-certified financial advisor with 11 years of industry experience, currently with Raymond James & Associates in Chattanooga, TN. Prior to joining Raymond James in 2021, he worked at Truist Advisory Services, Inc. and Truist Investment Services, Inc. from 2017 to 2021, and held roles at Brown Associates, Inc. and Garth & Brown Investment Management, LLC from 2015 to 2017. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network.

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

Series 66

Auburn Hills, MI

Raymond James & Associates

Andrew Grabinski is a financial advisor with Raymond James & Associates in Auburn Hills, MI, holding the Series 66 designation and bringing 20 years of industry experience. He has been with Raymond James & Associates since 2007 and has worked at Oakland University since 2003. 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, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

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

Series 66, Series 63

Washington, DC

Raymond James & Associates

Edward Mandel is a financial advisor with Raymond James & Associates holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Raymond James, he held roles at Harbert Pioneer Fund and William Blair & Company, among others. 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, pension plans, and municipal entities, offering financial planning and consulting services supported by a nationwide adviser network.

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

Series 63, Series 66

Rochester, NY

Raymond James & Associates

Matthew Hartstein is a financial advisor with Raymond James & Associates in Rochester, NY, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior career includes 27 years at TIAA and related entities. Outside of advising, he is a co-owner of DaizyBug LLC, an LLC that owns and manages rental properties. 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 offers financial planning and investment consulting primarily through non-discretionary relationships, utilizing a range of portfolio management styles supported by extensive affiliated research and model manager options.

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

Series 63, Series 65

Franklin, TN

Raymond James & Associates

Stephen Crabtree is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2008. Outside of his advisory role, Crabtree serves on the Advisory Board of Crabtree Ventures as one of two Board of Governors. 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 municipalities, offering financial planning, non-discretionary consulting, and institutional advisory services supported by various portfolio management styles and affiliated research.

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

Series 66

Grand Rapids, MI

Raymond James & Associates

Benjamin Ross is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and previously worked at Consumers Credit Union, Michigan First Mortgage, and Meijer Credit Union. Ross serves as a board member of SEL4Success Inc., a nonprofit that provides pre-prepared lesson plans focused on social and emotional learning to schools. 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—and offers financial planning, investment consulting, and institutional fiduciary services 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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Lauren G

Series 66

Shreveport, LA

Raymond James & Associates

Lauren Guidotti is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. She has been with Raymond James since 2019, following an extended period as a full-time student. Outside of her advisory role, she owns and operates a small embroidery business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, 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 resources.

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

Series 63, Series 65

Paramus, NJ

Raymond James & Associates

Ann Prizzi is a financial advisor at Raymond James & Associates with 40 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at B. Riley Wealth Advisors, National Asset Management, and Capitol Securities Management, 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 and consulting services with a range of portfolio management styles and affiliated research resources.

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

Series 66

Omaha, NE

Raymond James & Associates

Adam Kamp is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. His prior work includes roles at Reisinger Booth & Associates and the Government of the Republic of Korea, among others. 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 tailored 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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