Nicholas Slater is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. He has been with various Raymond James entities since 2005. 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, institutional clients, charitable organizations, and municipal entities, offering financial planning and advisory services with a non-discretionary approach that incorporates multiple investment strategies and affiliated research.

Patrick Carney is a CFP® with 37 years of industry experience currently advising at Raymond James & Associates. His prior roles include positions at Ameriprise and Wells Fargo Advisors. He serves as Treasurer General on the Board of Directors for OSMTH, a non-investment-related activity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets and serving a broad client base including individuals, institutions, and municipal entities. The firm provides tailored financial planning and consulting services, offering a range of portfolio management styles supplemented by firm research and sub-advisers.

Arno Utegg Jr. is a financial advisor with Raymond James & Associates holding a Series 66 designation. He has recently entered the industry and joined Raymond James in 2026. His prior work experience includes roles at University of San Diego, Paylocity, Paycom, Tebra, Flamingo Deck, Artemis Consulting, and LPL Financial. 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 and pension plans, and offers financial planning, non-discretionary investment consulting, and municipal advisory services.

Alexandra Hatfield is a financial advisor with Raymond James & Associates in Lakewood Ranch, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, she worked at Chen Med and Heartland Dental. Hatfield serves as a finance and investment committee member for Meals on Wheels of Sarasota, where she supports budgeting and financial reporting for the nonprofit. 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—and offers a range of financial planning and advisory services supported by extensive research and portfolio management options.

Scott Nelson is a financial advisor with Raymond James & Associates in Paramus, NJ, holding a Series 63 designation and bringing 45 years of industry experience. Before joining Raymond James in 2024, he spent 11 years with UBS Financial Services Inc. He is also the owner of a property management business operating in New Jersey and Florida. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm emphasizes tailored financial planning and consulting, offering a variety of portfolio management styles and municipal advisory services.

Michael Gambol is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes two years at Wells Fargo Clearing Services LLC and earlier years at Raymond James & Associates. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning and advisory services that emphasize non-discretionary consulting and a variety of portfolio management styles.

Casey Fiora is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2018. Prior to that, she held roles at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2015 to 2018. 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, investment consulting, and municipal advisory services.

Margaret Welsh is a financial advisor with Raymond James & Associates in Naperville, IL. She holds a Series 66 designation and has three years of industry experience. Prior to joining Raymond James, she worked at Chase Bank for six years and Cottonwood Financial for four years. 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, non-discretionary investment consulting, and municipal advisory services.

Charles Corpening is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2016, working out of Winston-Salem, NC. Raymond James & Associates serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting through multiple advisory programs. The firm provides municipal advisory services and access to various portfolio management styles supported by affiliated research and sub-advisers.

Madison Wood is an advisor at Raymond James & Associates with a Series 66 designation and no prior industry experience. Before joining Raymond James, Madison worked in retail at Express Factory Outlet and held roles with Florida Gulf Coast University, Kid-2-Kid, and the Lee County School District. 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 municipal entities, offering financial planning and non‑discretionary investment consulting supported by firm research and multiple portfolio management styles.

Mary Greener is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior roles include positions at TIAA-CREF and Kiel Center Partners/St. Louis Blues. 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 range of portfolio management styles and affiliated research.

Thomas Grobbel II is a financial advisor with Raymond James & Associates based in Bloomfield Hills, MI. He holds Series 63 and Series 65 designations and has 16 years of industry experience, including eight years at Wells Fargo Clearing prior to his 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 diverse client base—including individuals, institutions, and municipal entities—and provides financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Lisa Detanna is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Raymond James since 2011. Outside of her advisory work, she co-authored a children's book. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services, supported by extensive research and a variety of portfolio management strategies.

Jason Connally is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 designation and 17 years of industry experience. He has worked at Dell Inc. since 1998. Outside of advising, he serves as chair of the finance committee for BOOKSPRING in Austin. 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, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a national network of advisers.

William Spry Jr. is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2016. 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, and charitable organizations, offering financial planning and advisory services through tailored, primarily non-discretionary consulting relationships supported by a wide range of portfolio management styles and affiliated research.

Michael Bentley is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Bentley serves on the Audit Committee for the City of Lakewood. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, providing financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Debora Ryder is a financial advisor at Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 66 licenses with 27 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including high-net-worth individuals, institutions, and municipal entities. The firm offers tailored, non-discretionary financial planning and investment consulting supported by various portfolio management styles and affiliated research.

Jakob Balcom is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked at UBS Financial Services Inc. from 2022 to 2025. Outside of his advisory role, he is a partner in a business focused on investment property research and decision-making. 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 solutions, supported by a wide range of portfolio management styles and affiliated research.

Michael Hohertz is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and has worked at several firms, including JPMorgan Securities LLC and LPL Financial. Outside of his advisory role, he is an owner/partner in Cub Crafters, Inc., an airplane manufacturer, and serves on the finance committee of Inprint, a Houston-based literary arts nonprofit organization. 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 municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles and provides municipal advisory services alongside market-making and execution roles in government bonds.

Carl Blackwood is a financial advisor with Raymond James & Associates, Inc., holding Series 63 and Series 66 credentials and bringing 57 years of industry experience. He has been with Raymond James since 2006, following five years at UBS Financial Services. Outside of his advisory role, he manages several agricultural and forestry interests, including timberland ownership and farming operations. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers tailored financial planning and consulting services, supported by a broad range of portfolio management styles and extensive affiliated research.