Kellen Hoke is a financial advisor at Raymond James & Associates with Series 65 and Series 63 credentials and one year of industry experience. His background includes roles at Morgan Stanley and involvement with Michael Waltrip's Taproom. He has also been affiliated with organizations such as the Charlotte National Whitewater Center and the University of Tampa. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, charitable organizations, and municipal entities. The firm offers comprehensive financial planning and consulting services, utilizing various portfolio management styles supported by extensive research and affiliated sub-advisers.

John Bowman is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at several Raymond James entities since 1997 and previously served with JWB Holdings LLC. Outside of advising, he serves on a FINRA arbitration panel and acts as an executor of estates for family and friends. Raymond James & Associates oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and consulting services that are typically non-discretionary, utilizing various portfolio management styles and firm research, with notable capabilities in municipal advisory and related market-making activities.

Javier Ferreira is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined total of six years. Outside of his advisory role, he owns and manages residential real estate properties. 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 charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Ryan Yarbrough is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 10 years of industry experience, including previous roles at Morgan Stanley and Ameriprise Financial Services. He is based in Shreveport, LA. 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, offering financial planning, investment consulting, and institutional fiduciary solutions through non-discretionary, tailored strategies supported by firm research and a range of portfolio management options.

Lamar Ware is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Raymond James since 2016. Raymond James & Associates, Inc. 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 high-net-worth individuals, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Zachary Kamber is a financial advisor at Raymond James & Associates in Louisville, KY, holding a Series 66 credential with 13 years of industry experience. He has been with Raymond James since 2015. Outside of advising, he serves on the Advancement Committee for Uspiritus and is involved with multiple alumni associations. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and charitable organizations. 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.

Marina Tudela is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 credentials and 34 years of industry experience. She previously worked at UBS Financial Services for 20 years before joining Raymond James in 2020. Outside of her advisory role, she is an officer and co-owner of American Building Maintenance Inc., a business she manages occasionally alongside her husband. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Francis Godbold is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and over 56 years of industry experience. He has been with Raymond James & Associates for 54 years. Outside of his advisory role, he serves on the investment committee of the First Presbyterian Church and is the founder and CEO of the Godbold Foundation, where he manages the foundation’s investment portfolio and oversees charitable distributions. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services with a variety of portfolio management styles supported by affiliated research and model managers.

Steven Porter is a financial advisor with Raymond James & Associates in Winter Park, FL. He holds the CFP® designation and Series 66 license and has 18 years of industry experience. Prior to joining Raymond James in 2025, he worked at Charles Schwab and Charles Schwab Bank from 2015 to 2024. 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, charitable organizations, and municipal entities, offering financial planning and consulting mainly through non-discretionary relationships supported by a variety of portfolio management styles and affiliated research.

Paul Greyson is a Financial Advisor at Merrill Lynch Wealth Management who partners with high-growth individuals and their corporations, focusing primarily on High-Earner-Not-Rich-Yet (HENRY) clients and Ultra-High-Net-Worth (UHNW) families. He leverages his personal experience as a former HENRY and a lifelong member of a UHNW family to inform his approach, treating clients with the same care and commitment he would his own family. Paul emphasizes the importance of candid, insightful advice and believes strongly in aligning his investment decisions with those of his clients. Prior to joining Merrill, Paul served as CEO and CIO of a boutique investment management firm specializing in a Long/Short U.S. equity hedge fund and previously worked at Morgan Stanley as a Registered Associate and Private Wealth Management Analyst. He holds a Bachelor of Science degree in Communications Studies from Northwestern University and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Paul enjoys golfing, hiking, pickleball, rock climbing, skiing, tennis, traveling, watching movies, and spending time with his family. Since 2023, he has been a member of the Young Collector's Board at the Institute of Contemporary Art (ICA) Miami.

Robert Carney is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Raymond James since 2013. Carney is also the owner and president of Carney Investment Management LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm provides non-discretionary financial planning, investment consulting, and institutional fiduciary services, utilizing a variety of portfolio management styles and affiliated research resources.

John Pettey III is a Series 66-credentialed financial advisor with Raymond James & Associates in Memphis, TN, where he has worked for 13 years. He has 26 years of industry experience. 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 advisory services.

Scott Burnett is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Before joining Raymond James in 2024, he worked for Zions Direct, Inc. and Zions Capital Advisors, Inc. He serves as Treasurer and a board member for Trout's Ranch HOA, a nonprofit 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, institutions, and municipal entities, providing financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

Timothy Riley is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds the Series 63 and Series 65 designations and 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 wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

David Indest is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2023, he worked at Bank of America and Merrill for brief periods and spent eighteen years at Eustis Engineering L.L.C. 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 individuals, institutions, pension plans, and municipalities, offering financial planning and investment consulting with a broad range of portfolio management styles and affiliated research resources.

Sasa Prcic is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Citi Private Bank and USAA Financial Services. 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 institutional fiduciary services with a range of portfolio management styles.

Erin Sutton is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds the Series 66 designation and has worked at firms including Scott & Stringfellow, Inc., Bb&T Securities, LLC, and Truist Advisory Services. Sutton serves as vice president and board member of the Junior League of Richmond, a nonprofit women's charitable organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser offering services to individuals, institutions, and charitable entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad adviser network and a range of portfolio management styles.

Bruno Perez is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of finance, he owns JB Oak Barrel LLC, a business focused on the production and sale of handcrafted home goods and housewares. 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 municipal advisory services, supported by a broad range of portfolio management styles and affiliated research.

Nichola Agins is a financial advisor with Raymond James & Associates in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Her prior roles include positions at Bank of America and Merrill Lynch. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers a range of financial planning and investment consulting services, utilizing multiple portfolio management styles supported by in-house research and affiliated sub-advisers.

William Hudson is a financial advisor with Raymond James & Associates in Mt. Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, he owns and manages a rental property business in Folly Beach, SC. 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 institutional fiduciary solutions supported by a nationwide adviser network.