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Straton F

Series 66

Idaho Falls, ID

Raymond James & Associates

Straton Facer is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at Rich Broadcasting and Smith Chevrolet Co Inc, as well as Idahoan Foods. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kaleb L

Series 66

Ridgeland, MS

Raymond James & Associates

Kaleb Lovertich is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has worked at firms including Stephens Inc. and Tri-Scape. 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 that includes individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

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

Series 63, Series 65

Columbus, GA

Raymond James & Associates

Jacquelyn Clark is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Raymond James since 2013 and co-owns High Log Creek Farm and Hunting Preserve, where she manages accounting and payroll. Clark is also a partner in an agricultural family limited liability partnership. 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, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser force and a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Evan O

Series 66

Farmington Hills, MI

Raymond James & Associates

Evan Onder is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2015. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Series 63, Series 65

Westlake Village, CA

Raymond James & Associates

Ronald Goldman is a financial advisor with Raymond James & Associates in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Raymond James & Associates since 2008 and has 17 years of experience registered with FINRA. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Series 63, Series 65

Clinton Township, MI

Raymond James & Associates

Ralph Koss is a financial advisor with Raymond James & Associates in Clinton Township, MI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James for 27 years and is also the owner of Pilot Financial Group, 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, investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jill F

Series 66

St. Petersburg, FL

Raymond James & Associates

Jill French is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2011. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning and consulting services 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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Joseph B

Series 66

Newtown, PA

Raymond James & Associates

Joseph Brauner is a financial advisor with Raymond James & Associates in Newtown, PA, holding a Series 66 designation and five years of industry experience. His work history includes roles at Raymond James & Associates Inc. since 2020 and prior positions at Pro Unlimited and Rutgers University. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by firm research and a range of portfolio management styles.

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

CFP®, Series 63, Series 65

Walnut Creek, CA

Raymond James & Associates

Jeffrey Kragen is a CFP®-certified financial advisor with 23 years of industry experience. He currently works at Raymond James & Associates and has prior experience with Bank of America, N.A. and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Elias T

Series 63, Series 65

Fort Lauderdale, FL

Raymond James & Associates

Elias Tache Sr. is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2007 to 2017. Outside of his advisory role, he serves as volunteer assistant director and treasurer for Camp Fiesta, a nonprofit camp for children with cancer. 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, institutions, pension and profit-sharing plans, and charitable organizations with financial planning and advisory services characterized by non-discretionary client involvement and supported by a broad range of investment strategies and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Antonio W

Series 66

St. Petersburg, FL

Raymond James & Associates

Antonio Witherspoon is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 23 years of industry experience. He has been associated with various divisions of Raymond James since 2006. 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.

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

Series 66

Memphis, TN

Raymond James & Associates

Albert Goetze is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2012. Outside of his advisory role, he serves as Treasurer and board member of the Thornhill (Hardie Family) Foundation, a nonprofit organization. He also acts as trustee or successor trustee for several family and charitable trusts. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services, utilizing multiple portfolio management styles and affiliated research, with a notable municipal advisory presence.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jacob V

Series 66

Parshall, CO

Raymond James & Associates

Jacob Verdoorn is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has five years of industry experience. Prior to joining Raymond James, he worked at Bank of America and Merrill. He serves as a board member of the Jeff and Julie Verdoorn Foundation, a family nonprofit organization. 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 charitable organizations, offering financial planning and investment consulting 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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Brian L

CFP®, Series 63, Series 65

Greenwood, IN

Raymond James & Associates

Brian Linder is a CFP® professional with 26 years of experience in the financial services industry. He has worked at Raymond James & Associates since 2017 and previously spent eight years with Bank of America. He is based in Greenwood, IN. 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 a variety 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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Jeffrey S

Series 66

Beverly Hills, CA

Raymond James & Associates

Jeffrey Soltman is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and previously worked at Gaytan & Leevan LLP for three years. 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 solutions 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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Benjamin S

Series 66

Fort Lauderdale, FL

Raymond James & Associates

Benjamin Smolen is a financial advisor at Raymond James & Associates in Fort Lauderdale, FL, with four years of industry experience. He holds a Series 66 designation and has previously worked at Oppenheimer, Northwestern Mutual, and other firms. 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 and non-discretionary investment consulting through various programs and a range of portfolio management styles.

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

Series 63

Memphis, TN

Raymond James & Associates

Sally Ramsey is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 26 years of industry experience. She has been with Raymond James & Associates since 2012 and previously worked at Optavia for one year. 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 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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Thomas B

CFP®, ChFC®, Series 66

Charlotte, NC

Raymond James & Associates

Thomas Brown is a CFP®, ChFC®, and holds a Series 66 license with 12 years of industry experience. He has been with Raymond James & Associates since 2015. Brown serves as an advisory board member and secretary for the Charlotte SAE Alumni Association, a nonprofit organization where he assists with communication, marketing, and fundraising efforts. 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 public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Toriano F

Series 66

St. Petersburg, FL

Raymond James & Associates

Toriano Faulkner is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Carillon Tower Advisers, Inc. and Northwestern Mutual Wealth Management Company. He is also active with the West Largo Congregation of Jehovah's Witnesses. 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 charitable organizations, offering financial planning and consulting services that rely on detailed fact-finding and risk assessments.

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

Series 66

Hallandale Beach, FL

Raymond James & Associates

Ricardo Kassin Nasser is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He previously worked at UBS Financial Services and UBS International Inc before joining Raymond James in 2019. He serves as a trustee for his family trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages roughly $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 institutional fiduciary solutions.

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