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Charles C

Series 66

Birmingham, MI

Raymond James & Associates

Charles Ciaramitaro is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2019, including a prior period of employment from 2019 to 2024. 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 broad client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

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

Series 63, Series 65

Albany, GA

Raymond James & Associates

Grady Benford Jr. is a financial advisor at Raymond James & Associates with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2013. 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 clients, 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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Michael D

Series 66

Fenton, MI

Raymond James & Associates

Michael Drainville is a financial advisor with Raymond James & Associates in Fenton, MI, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James since 2015. Drainville owns Horizon Group of Fenton L.L.C. and a business focused on recovery solutions communications, and he serves on the Finance and Investment Committee of Warwick Hills Golf & Country Club. Raymond James & Associates is a large broker-dealer and SEC-registered investment advisor managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, 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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Sean L

Series 66

St. Petersburg, FL

Raymond James & Associates

Sean Lonergan is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2015. 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 municipal entities—and offers 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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Amy S

Series 66

Fort Myers, FL

Raymond James & Associates

Amy Smart is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch and Bank of America. Outside of her advisory role, she owns a rental property in Minnesota. 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 specializes in municipal advisory services among other financial solutions.

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

Series 63, Series 65

Williamsport, PA

Raymond James & Associates

Bradly Sunanday is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His career includes roles at Citigroup Global Markets, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank before joining Raymond James in 2017. Outside of finance, he is involved in agriculture, specifically soybean and corn farming. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers financial planning and investment consulting with a range of portfolio management styles, supplemented by firm research and affiliated sub-advisers.

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

Series 63, Series 66

Norton Shores, MI

Raymond James & Associates

Bonnie Adamczak Brown is a financial advisor with Raymond James & Associates in Norton Shores, MI, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. She has been with Raymond James & Associates since 2010. 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 and consulting through various advisory programs and municipal advisory services.

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

Series 65, Series 63

Birmingham, MI

Raymond James & Associates

Alec Tropea is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2018. Prior to his financial career, he was involved with Brooklyn Pizza and Oakland 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, institutions, and municipal entities, offering financial planning, non-discretionary consulting, and institutional fiduciary solutions.

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

Series 66

Nashville, TN

Raymond James & Associates

Peyton Haley is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2019, with prior roles at TSSAA, Cat Financial, and the University of Tennessee. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning and consulting with various portfolio management styles supported by affiliated research and sub-advisers.

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

Series 66

Boston, MA

Raymond James & Associates

Amy Mccormick is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Wells Fargo Clearing. 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, 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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Ava E

Series 66

Knoxville, TN

Raymond James & Associates

Ava Elkins is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. She has worked at Raymond James since 2019 and previously held roles in healthcare and community organizations. Outside of her advisory work, Elkins provides occasional swim lessons and nutrition consultations for children during the summer months. 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 and consulting with a range of portfolio management styles and is noted for its municipal advisory services and comprehensive affiliate ecosystem.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Halle Besler is a financial advisor with Raymond James & Associates holding a Series 66 designation and no prior industry experience. Her background includes roles at the University of Florida and Notre Dame High School. 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 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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Ross H

Series 66

Newtown, PA

Raymond James & Associates

Ross Hart is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Raymond James since 2011. 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 municipal advisory services.

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

Series 63, Series 65

Clive, IA

Raymond James & Associates

Michael Rowedder is a financial advisor with Raymond James & Associates in Clive, IA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He previously worked at RBC Capital Markets Corporation for 12 years before joining Raymond James in 2020. 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 broad client base including individuals, institutions, and municipalities, 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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Edward H

Series 63

New York, NY

Raymond James & Associates

Edward Hynes is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2008. Outside of his advisory role, he is a minority partner in Barn Light LLC, a business owned primarily by his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser force and a diverse range of portfolio management styles.

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

Series 63, Series 65

Carmel, IN

Raymond James & Associates

Todd Polackin is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Raymond James since 2013 and also works part time as a sorter for UPS. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing 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 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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Stephen F

Series 63, Series 65

Ocala, FL

Raymond James & Associates

Stephen Fricke is a financial advisor with Raymond James & Associates in Ocala, FL. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including 26 years with Raymond James & Associates. 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 and pension plans, charitable organizations, and government entities, providing financial planning and investment consulting through various programs and affiliated research resources.

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

Series 63, Series 65

Princeton, NJ

Raymond James & Associates

Geoffrey Carey is a financial advisor with Raymond James & Associates in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Raymond James since 2017 following a one-year tenure at Ameriprise Financial Services, 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, advisory programs, and institutional consulting with a range of portfolio management styles and research resources.

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

Series 66

Boca Raton, FL

Raymond James & Associates

Susanne Vaishvila is a financial advisor at Raymond James & Associates with 39 years of industry experience and a Series 66 designation. She has worked with Raymond James Financial Services Advisors, Inc., and Kovack Securities, Inc. prior to her current role. 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, pension plans, and municipal entities, offering financial planning and consulting with a variety of portfolio management styles and model manager options.

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

Series 63, Series 65

Southlake, TX

Raymond James & Associates

Raeann Sarsfield is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Bank of America and Merrill. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting across 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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