Gail Leger is a financial advisor with Raymond James & Associates in Portland, ME, holding a Series 66 designation and 25 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2019. 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, offering financial planning and non-discretionary investment consulting supported by a nationwide advisory network.

Jilian Kolesa is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2014. Outside of her advisory role, she creates and sells vacation itineraries through a business called outoftheofficetoday. 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 and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

Anthony Lott is a CFP® professional with 38 years of industry experience. He has worked at Raymond James & Associates since 2019 and previously spent 11 years at UBS Financial Services Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering a range of financial planning and consulting services supported by extensive research and portfolio management resources.

Eugene Charles is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including AGW Capital Advisors, Lion Street Advisors, and USAA Financial Services. Raymond James & Associates oversees approximately $501 billion in assets and serves 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.

Samuel Abernathy is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing six years of industry experience. His prior work includes roles at Comdata and Tsys before joining Raymond James in 2019. 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, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

John Koch Jr. is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, N.A. and Merrill. He serves as a committee member on the investment sub-committee for Saint Ignatius High School. 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 with financial planning and advisory services, offering a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Luke Bageris is a financial advisor at Raymond James & Associates with three years of industry experience. He previously worked at Shawmut LLC for four years and has held positions outside the financial sector, including at Plum Hollow Country Club. 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 charitable organizations, offering tailored financial planning and consulting services primarily through non-discretionary relationships.

Shellane Howard is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services and Sportime. Howard is based in Honolulu, HI. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Teresa Rodriguez is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her career includes roles at JPMorgan Chase, Bank of America, Merrill Lynch, and Wells Fargo. She volunteers monthly to coordinate alumni meetings for Northeastern University in Georgia and serves as power of attorney for two cousins. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting services with a range of portfolio management styles and provides municipal advisory services alongside its institutional and wealth advisory programs.

Matthew Fox Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. His work history includes positions at FCCI, Boswell Oil, and the University of Georgia prior to joining Raymond James in 2019. 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 and consulting services with a range of portfolio management styles and municipal advisory capabilities.

Jonathan Lentz is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior experience includes roles at Greer Gardens and The Prudential Insurance Company of America. He has also taken time away from the workforce as a stay-at-home dad. 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 and investment consulting primarily through non-discretionary advisory relationships.

Timothy Reed is a financial advisor with Raymond James & Associates in Springfield, MI, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined total of 11 years. Outside of his advisory role, he co-owns MBT Enterprises LLC, a business involved in managing rental property. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a focus on non-discretionary relationships, supported by various portfolio management styles, affiliated research, and municipal advisory services.

Jonathan Coon is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Bank of America and Merrill. Based in Anchorage, Alaska, he has been with Raymond James since 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 a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Julie Grice is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She previously worked at Stephens for 14 years before joining Raymond James & Associates in 2023. 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, institutional and pension plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Anthony Iacobucci is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 65 and Series 63 licenses 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 diverse client base—including individuals, institutions, charitable organizations, and governmental entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Thompson Jr. is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Raymond James, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as an advisor to the Franciscan Province of the SH, a nonprofit organization, providing guidance on outside money managers and asset allocation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a diverse range of portfolio management styles and affiliated research.

Anthony Menna is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding a Series 66 designation and eight years of industry experience. He has worked exclusively with Raymond James & Associates 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, institutions, pension and profit-sharing plans, and municipal entities, offering a range of financial planning and consulting services supported by comprehensive research and multiple portfolio management styles.

Mina Sedrak is a financial advisor at Raymond James & Associates with six years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo, and HSBC. Outside of her advisory role, she works as an independent contractor performing mystery shopping evaluations. 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 municipalities, offering non-discretionary financial planning and investment consulting supported by a broad range of portfolio management styles and affiliated research.

Sassene Dyer is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 36 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Benjamin Marshall is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses and having four years of industry experience. He previously worked at Woodmen Financial Services, Inc. and Woodmen of the World Life Insurance Society, and has additional work experience in retail at Hibbett Sporting Goods. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.