Charles Phillipson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at UBS Financial Services Inc. from 2013 to 2019 before joining Raymond James. Outside of finance, he officiates high school and junior college football and basketball games, and serves as a trustee for a nonprofit organization, Foundation For Excellence. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, combining a range of portfolio management styles with firm research and model manager options.

Nathan Bell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2016. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Robert Burns is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation with 27 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large institution with a nationwide adviser force 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.

Myra Pierotti is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with Raymond James since 2017 and previously worked at Wunderlich Securities, Inc. from 2014 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

James Roetenberger is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 66 years of industry experience. He has been with Raymond James & Associates since 2008. In addition to his advisory role, he serves as trustee and successor trustee for the Nicholas Roetenberger Trust, making investment decisions in that capacity. 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 and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Harris Konter is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James since 2006. Outside of his advisory role, he is the owner and proprietor of Manifesting Destiny LLC, where he is writing and publishing a children's book. 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 advisory services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Deanna Musso is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 26 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates, Inc. is a 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Ilse Saewert is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2007. Outside of her advisory role, Saewert serves on the Finance and Investment Committee of the Community Foundation of Holland Zeeland and is a 50% partner in ID Partners LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Brianna Tabilas is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation and has worked previously at Merrill, Bank of America, and the University of Guam. 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, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Frank Dilalla is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Raymond James & Associates since 2017 and previously was with Morgan Stanley and Morgan Stanley Private Bank from 2009 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 wide range of clients including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions, with a variety of portfolio management styles and affiliated research resources.

Joshua Fouraker is a financial advisor at Raymond James & Associates with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Raymond James, he worked at NVR Inc., Allan Myers Inc., and Joy Services. 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, pension plans, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Shmyr Jr. is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at UBS Financial Services for 17 years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

John Firek is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates since 2016. 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, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Mitchell Nordstrom is a financial advisor with Raymond James & Associates holding a Series 66 designation and two years of industry experience. He has been with Raymond James since 2023 and is also involved with MJBC LLC. Prior to his advisory roles, he was engaged with McLean Presbyterian Church from 2019 to 2023. 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, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

David Vargas is a financial advisor at Raymond James & Associates with 18 years of industry experience. He has been with Raymond James & Associates since 2013. Vargas holds a Series 63 designation and serves on the board committee of the Carrollwood Reserve Homeowners Association. 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 individuals, institutional and pension plans, and charitable organizations, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Brennan Bennett is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2012. Outside of his advisory role, he is a partner in a seasonal fireworks business called Shock and Awe Fireworks, where he contributes to high-level company direction without compensation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide client base, including individuals, institutions, pension plans, and municipalities. The firm offers financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research.

Jennifer Sturm is a financial advisor at Raymond James & Associates with 23 years of industry experience. Her prior roles include positions at PNC Investments, BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, and COMPASS Bank. She holds Series 63 and Series 65 designations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, utilizing a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Barry Bernstein is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding six years of industry experience. He has been affiliated with Raymond James & Associates since 2020 and has a longer tenure at Bernstein, Samuels dating back to 1997. Outside of his financial advising career, Bernstein is the owner, CEO, and CFO of Bobble Head Entertainment Inc., an entertainment company where he also serves as executive producer. 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, charities, and state and municipal entities, offering a range of financial planning and consulting services through a variety of portfolio management styles and affiliated research.

Gerald Saelzer is a financial advisor with Raymond James & Associates, holding a Series 63 credential and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he serves as a successor trustee for a revocable living trust. 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, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management approaches.

Mark Roller is a financial advisor with Raymond James & Associates in Muskegon, MI, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Raymond James & Associates since 2019 and is also the owner and licensed real estate broker of Mojo Group, LLC, a business involved in real estate brokerage and investment activities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, relying on risk profiling and software-driven analyses, and provides municipal advisory services alongside a broad range of portfolio management options.