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Matthew R

Series 66

St. Petersburg, FL

Raymond James & Associates

Matthew Ransom is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has 21 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and public entities, offering financial planning, investment consulting, and municipal advisory services through a nationwide adviser network.

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

PFS™, Series 66

Pensacola, FL

Raymond James & Associates

Monica Sherman is a financial advisor with Raymond James & Associates in Pensacola, FL, holding the PFS™ designation and Series 66 license. She has 19 years of industry experience, including roles at Hancock Bank and Cetera Investment Services. Sherman serves on the boards and finance committees of two local nonprofit organizations focused on arts, culture, and healthcare in Pensacola. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm provides financial planning and non-discretionary investment consulting to a diverse client base, including individuals, institutions, and municipalities, utilizing risk profiling, software-driven analyses, and a variety of portfolio management styles.

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

ChFC®, Series 63, Series 66

Greensboro, NC

Raymond James & Associates

William Krebs is a ChFC® credentialed financial advisor with 42 years of industry experience. He has been with Raymond James & Associates since 2011. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities. Raymond James offers financial planning and investment consulting through various programs and draws on 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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Christopher C

Series 63

Baton Rouge, LA

Raymond James & Associates

Christopher Crifasi is a financial advisor with Raymond James & Associates in Baton Rouge, LA, holding a Series 63 designation and 27 years of industry experience. He has been with Raymond James & Associates 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, institutions, and municipal entities, providing financial planning, investment consulting, and municipal advisory 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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Benjamin C

CFA®, Series 63

St. Petersburg, FL

Raymond James & Associates

Benjamin Crayton is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2012. He holds a Series 63 license and is based in St. Petersburg, FL. 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, and municipal entities, and provides 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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Daniel H

CFP®, Series 66

Clive, IA

Raymond James & Associates

Daniel Herron is a CFP® professional with 26 years of industry experience, currently serving at Raymond James & Associates since 2015. He is based in Clive, IA, and holds a Series 66 license. 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 clientele including individuals, institutional investors, and municipal entities, providing financial planning, investment consulting, and specialized services such as municipal advisory.

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

Series 63, Series 65

Jackson, MS

Raymond James & Associates

William Geary is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Raymond James & Associates since 2012. Geary serves on the finance committee of the Community Foundation of Mississippi and is an advisory board member for Habitat for Humanity - Mississippi Capital Area. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services through a nationwide adviser network.

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

Series 63, Series 66

Burlington, VT

Raymond James & Associates

Hans Asoera is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 31 years before joining Raymond James in 2020. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and government entities. The firm provides financial planning and investment consulting through a variety of portfolio management styles and offers municipal advisory services alongside market-making and execution in municipal and government bonds.

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

Series 63

Jacksonville, FL

Raymond James & Associates

Robin Mcnally is a financial advisor at Raymond James & Associates with 33 years of industry experience. She holds the Series 63 designation and has been with Raymond James since 2009. Outside of her advisory role, she is listed as a co-owner of a local hair salon managed by her husband. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and various organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by firm research and model managers.

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

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Eugene Crookshanks is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials with 38 years of industry experience. He has worked with Raymond James since 2024, and previously spent 15 years with Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, and municipal entities, providing 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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Jennifer T

Series 63

Shreveport, LA

Raymond James & Associates

Jennifer Taylor is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 27 years of industry experience. She has been with Raymond James & Associates 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, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional 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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Alan S

Series 66

Miami, FL

Raymond James & Associates

Alan Santana is a financial advisor with Raymond James & Associates in Miami, FL, holding the Series 66 designation and bringing 18 years of industry experience. His prior roles include positions at Santander Securities, Santander International Private Banking, and HSBC Private Bank. 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 municipal entities—and offers 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 G

Series 66

Overland Park, KS

Raymond James & Associates

Christopher Gibbs is a financial advisor with Raymond James & Associates holding a Series 66 license and 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC, Transamerica Financial Advisors, Inc., World Financial Group, Inc., Commerce Brokerage, and Ameriprise Financial Services Inc. Raymond James & Associates, Inc. is a 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 institutional advisory services.

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

Series 63, Series 66

New York, NY

Raymond James & Associates

Shanker Sadhwani is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he co-owns an investment property in Nashville with his wife. Raymond James & Associates is a large firm 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 various portfolio management styles and research resources.

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

Series 66

Vero Beach, FL

Raymond James & Associates

Ryan Bass is a financial advisor with Raymond James & Associates in Vero Beach, FL, holding a Series 66 credential and 11 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory role, Bass serves on the finance committee and board of directors for the Mental Health Association of Indian River County and is involved with businesses including Avallon Assets LLC and A Parent Media Co. 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 individuals, institutional clients, pension plans, and charitable organizations, providing 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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James S

Series 63

Mobile, AL

Raymond James & Associates

James Salem is a financial advisor with Raymond James & Associates in Mobile, Alabama, holding a Series 63 designation and bringing 33 years of industry experience. His prior work includes 15 years at Morgan Keegan & Company before joining Raymond James in 2013. He serves as President of the Country Club of Mobile, a position he assumed in 2024. 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 charitable organizations, offering financial planning and consulting through various programs including Wealth Advisory Services and Institutional Fiduciary Solutions.

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

Series 66

Sarasota, FL

Raymond James & Associates

Justin Fornataro is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has previously worked at PNC Investments, PNC Bank, and Wells Fargo in various roles. 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 municipal entities, offering tailored 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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Jaclyn K

Series 66

Ocala, FL

Raymond James & Associates

Jaclyn Klotz is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Regions Bank. Raymond James & Associates oversees approximately $501 billion in assets and serves a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles and firm research to support its advisory services.

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

Series 66

Destin, FL

Raymond James & Associates

Steven Cann is a financial advisor with Raymond James & Associates in Destin, FL, holding a Series 66 designation and having 19 years of industry experience. He has been with Raymond James & Associates since 2009. 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 extensive research and multiple portfolio management styles.

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

Series 66

Hunt Valley, MD

Raymond James & Associates

Alex Kongkraphun is a financial advisor with Raymond James & Associates, holding a Series 66 license and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as a soccer referee and coach on a grassroots level. 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 broad client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and consulting services with an array of portfolio management styles and affiliated research.

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