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Desiree L

Series 63, Series 66

Albuquerque, NM

Raymond James & Associates

Desiree Lujan is a financial advisor at Raymond James & Associates with 11 years of industry experience. She has previously worked at Vanguard Advisers and Walmart. She holds Series 63 and Series 66 licenses. 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, including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide network of advisers.

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

Series 63, Series 65

Honolulu, HI

Raymond James & Associates

Richard Ray is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at Stifel for 13 years before joining Raymond James in 2025. Outside of his advisory role, he performs as a bassist locally in Honolulu. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers tailored financial planning and non-discretionary consulting supported by extensive research, portfolio management options, and specialized municipal advisory services.

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

Series 63, Series 65

Waukesha, WI

Raymond James & Associates

Gary Sievewright is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2015. The firm is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. Raymond James & Associates serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

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

Series 63, Series 65

Latham, NY

Raymond James & Associates

Katrina Consiglio is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 27 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Consiglio serves on the finance committee at St. Vincent de Paul Church and holds leadership roles with the Teresian House Foundation and other local nonprofit organizations. 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 tailored financial planning and consulting with a range of portfolio management styles, municipal advisory services, and an extensive affiliate network.

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

Series 63, Series 65

Bloomfield Hills, MI

Raymond James & Associates

James Melstrom is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Raymond James since 2018 and previously spent 18 years at UBS Financial Services. Melstrom serves on the board of directors and acts as treasurer and head of fundraising for Islam Really Cares Corp, a nonprofit organization focused on charitable giving. 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 tailored financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management strategies.

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

Series 66

Chula Vista, CA

Raymond James & Associates

Sean Badgett is a financial advisor with Raymond James & Associates in Chula Vista, CA. He holds the Series 66 designation and has 16 years of industry experience, including 10 years with Raymond James. Badgett serves as trustee of the Badgett Family Trust. 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, and charitable and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Series 63, Series 66

Coral Gables, FL

Raymond James & Associates

Orlando Garcia is a financial advisor with Raymond James & Associates, Inc., holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also involved in several rental real estate businesses as an owner. Raymond James & Associates is a large dually registered broker‑dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a variety of portfolio management styles supported by affiliated research and model managers.

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

Series 66

Henderson, NV

Raymond James & Associates

Alexandra Mccormack is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Wells Fargo Clearing Services LLC, and Merrill Lynch, Pierce, Fenner & Smith. Alexandra’s background also includes a role at Buffalo Wild Wings. 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, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Series 66

Loves Park, IL

Raymond James & Associates

David Jones is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and previously worked at Walter Wayne Development Company. Outside of advisory work, he owns a business that formalizes his investment approach and shelters his assets. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, with a range of portfolio management styles supplemented by in-house research and model manager options.

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

Series 66

San Francisco, CA

Raymond James & Associates

Aaron Igel is a financial advisor with Raymond James & Associates in San Francisco, holding the Series 66 designation and having one year of industry experience. Prior to joining Raymond James, he worked at UBS Financial Services and is also involved in the hospitality industry as a bartender and server at Celeste. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing 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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Sharon B

Series 66

Loveland, CO

Raymond James & Associates

Sharon Brown is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. She worked for Morgan Stanley Smith Barney for 15 years before joining Raymond James & Associates in 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Series 63, Series 65

Greenwood, IN

Raymond James & Associates

Ulrich Koenig is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 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 managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering a range of financial planning and consulting services alongside municipal advisory and market-making roles.

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

Series 66

Fredericksburg, VA

Raymond James & Associates

William Cooper is a financial advisor with Raymond James & Associates in Fredericksburg, VA, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James since 2010. Outside of his advisory role, he assists with financial management and decision-making for Elly Poston Interiors, a business run by his spouse. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a broad client base including individuals, institutional investors, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

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

Series 65, Series 63

St. Petersburg, FL

Raymond James & Associates

Sladjana Pokrajac is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles and firm research.

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

Series 63, Series 65, Series 66

Pinckney, MI

Raymond James & Associates

Tina Grahl is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63, 65, and 66 credentials and previously worked for Charles Schwab and Charles Schwab Bank for nine years. 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, institutions, and municipalities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships.

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

Series 66

Reston, VA

Raymond James & Associates

Nicholas Sorden is a financial advisor with Raymond James & Associates in Reston, VA, holding a Series 66 designation and 14 years of industry experience. He worked at Robert W. Baird & Co. for 10 years before joining Raymond James & Associates, where he has been since 2022. Raymond James & Associates 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, investment consulting, and institutional advisory services.

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

CFP®, Series 63, Series 66

Grand Rapids, MI

Raymond James & Associates

Aaron Louisell is a CFP® professional with five years of industry experience, currently with Raymond James & Associates. His prior roles include positions at Edward Jones and New York Life Insurance Company. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning and consulting with 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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Dick T

Series 63, Series 66

Grand Rapids, MI

Raymond James & Associates

Dick Tupper is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 63 and Series 66 licenses. He has 48 years of industry experience, having previously worked at Merrill for 46 years and Bank of America for 12 years before joining Raymond James in 2023. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, advisory programs, and institutional consulting with 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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Reynaldo F

Series 66, Series 65

Miami, FL

Raymond James & Associates

Reynaldo Figueredo is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked at Deutsche Bank Securities Inc and Dt Bank Trust Co Na. In addition to his advisory role, he serves as a Council Member for the Village of Key Biscayne. 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, investment consulting, and municipal advisory services supported by a nationwide adviser force.

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

Series 66

Chico, CA

Raymond James & Associates

Daniel Medley is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has previously worked with organizations including the Butte Humane Society, Chico Unified School District, and the American Diabetes Association. Raymond James & Associates, Inc. is a large dually registered broker-dealer and 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 and non-discretionary investment consulting supported by a broad 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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