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Markus G

Series 66

Madison, WI

Raymond James Financial

Markus Goff is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services since 2018. Prior to his advisory career, he was employed at The Grounds Guys and attended the University of Wisconsin. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals, supporting implementation through its advisory programs and other providers.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Craig P

CFA®, Series 63

Willmar, MN

Raymond James Financial

Craig Popp is a CFA® charterholder with 24 years of experience in the financial industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and has ownership roles in Accru Wealth and Popp Capital Partners, which serve as support companies for his advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports a range of advisory programs, with specialized services such as municipal and public-finance advisory and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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James M

Series 63

Chico, CA

Raymond James Financial

James Mcswain is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds the Series 63 designation and has worked with firms including Cetera and its affiliated networks. Mcswain is also the owner of an independent contractor support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored non-discretionary planning using advanced modeling tools and supports its clients through a broad network and specialized programs, including municipal advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Logan B

Series 66

Phoenix, AZ

Raymond James Financial

Logan Brinkmann is a financial advisor with Raymond James Financial in Phoenix, AZ, holding a Series 66 designation and three years of industry experience. His prior roles include positions at SilverTree Collective, Silver Tree Wealth Partners, and Edward Jones Investments. Outside of his advisory work, he has been involved with SilverTree Collective and Silver Tree Wealth Partners in associate capacities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting using risk profiling and modeling tools, and supports municipal and public-finance advisory services through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Thomas M

Series 63

Mobile, AL

Raymond James Financial

Thomas Montz Sr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and 38 years of industry experience. His career includes long tenure with COMPASS Bank and BBVA entities before joining Raymond James in 2021. He is also associated with Montz Wealth Management Group as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools, and offers programs supporting municipal and public finance as well as employer advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Anthony C

CFP®, Series 63, Series 66

Buffalo, NY

Raymond James Financial

Anthony Cirocco is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with Raymond James Financial. He has held roles at Noble Wealth Partners and Key Investment Services. Outside of his advisory work, he is involved in managing several rental real estate properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Justin R

ChFC®, Series 63

Bryan, TX

Raymond James Financial

Justin Reagan is a ChFC® credentialed financial advisor with 23 years of industry experience, currently affiliated with Raymond James Financial. His prior experience includes roles at THE O.N. Equity Sales Company and Ohio National Financial Services. He is also the owner of Chane Reagan Financial Services, a business focused on insurance and fixed products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides non-discretionary planning and consulting through tailored analytical tools and supports institutional consulting and portfolio management across a large advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Melissa C

Series 63, Series 65

Murfreesboro, TN

Raymond James Financial

Melissa Chipman is a financial advisor with Raymond James Financial in Murfreesboro, Tennessee, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at firms including Woodbury Financial Services and FB Wealth Partners. Chipman also holds a Certified Divorce Financial Analyst designation and is employed by FirstBank, where she serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and modeling tools and supports its clients through various advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Robert H

CFP®, Series 63

Dallas, TX

Raymond James Financial

Robert Hays is a CFP® with 13 years of industry experience and is affiliated with Raymond James Financial Services Advisors, Inc. in Dallas, TX. He has been with Raymond James since 2014. Outside of his advisory role, he is a partner in an agricultural and property management business in Texas. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm focuses on non-discretionary planning tailored to client goals and supports a broad network of advisors with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory Programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Taylor D

Series 66

Hartford City, IN

Raymond James Financial

Taylor Davis is a financial advisor with Raymond James Financial in Hartford City, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, Taylor worked in various roles including positions at Avalign Technologies and Avid Labs LLC. Taylor is also an associate employee at White River Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through unique affiliations.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Nicholas P

Series 66

Brooklyn, NY

Raymond James Financial

Nicholas Psathas is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and two years of industry experience. His career includes roles at Raymond James Financial Services and Money at Work LLC. Outside of advising, he has ownership responsibilities in rental real estate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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William E

Series 63, Series 66

Quincy, IL

Raymond James Financial

William Easterling Jr. is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill Lynch for 13 years before joining Raymond James in 2020. Easterling serves as CEO and President of Easterling Private Wealth Partners and is a subcommittee member of the local Salvation Army, where he reviews income and expenses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and investment consulting using analytical tools and supports municipal and public-finance advisory work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Cheri M

CFP®, Series 63, Series 66

Payson, UT

Raymond James Financial

Cheri Measom is a financial advisor with Raymond James Financial, holding CFP® certification and Series 63 and 66 licenses, with 26 years of industry experience. She has worked at Raymond James Financial since 2009 and has managed her own financial planning support businesses, including Measom Financial, Inc. and Pointe Wealth Management, where she serves as branch manager. She is also involved in succession planning activities as part of a personal loans business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored non-discretionary planning and investment consulting to align with client goals and supports extensive institutional consulting and portfolio management.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Brian H

Series 63, Series 66

Vancouver, WA

Raymond James Financial

Brian Harmon is a financial advisor with Raymond James Financial in Vancouver, WA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He previously worked at Edward Jones for 19 years before joining Vista NW Wealth Management and Raymond James Financial Services, Inc. in 2024. Outside of advising, Harmon serves as CEO of GBGH WM, LLC, a financial services company, and is co-owner of Vista NW Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a specialized advisory affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Scott R

Series 63, Series 65

Pettisville, OH

Raymond James Financial

Scott Rupp is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 designations and has 29 years of industry experience. In addition to his advisory role, he is a partner at Kingdom Seasonings & Rubs, a business that creates and packages dry rubs. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical tools and supports clients through a broad network of advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Todd H

Series 63, Series 66

Corvallis, OR

Raymond James Financial

Todd Harrison is a financial advisor with Raymond James Financial Services Advisors, Inc. in Corvallis, OR. He holds Series 63 and Series 66 designations and has 8 years of industry experience. Todd has been with Raymond James since 2016 and is also associated with First Tech Federal Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and advisory services, incorporating analytical tools and risk profiling, and maintains specialized programs in municipal and public finance as well as SIMPLE IRA employer advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Frederick B

Series 63

Florence, AL

Raymond James Financial

Frederick Bush is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Advisors for 10 years. Outside of his advisory role, he serves as treasurer and budgeting committee member at First Baptist Church in Athens, AL, and leads FAB Financial Services as its president. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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John B

Series 63, Series 66

Wilmington, NC

Raymond James Financial

John Brosnan III is a financial advisor with Raymond James Financial in Wilmington, NC, holding Series 63 and Series 66 licenses with 33 years of industry experience. He has been with Raymond James Financial since 2000 and also operates JF Brosnan LLC, a support company for independent brokerage arrangements, where he serves as CEO and President. Brosnan is involved in his local community through multiple roles on neighborhood homeowners association boards. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with a notable focus on municipal and public finance advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Lisa S

Series 66

Fayetteville, AR

Raymond James Financial

Lisa Scheile is a financial advisor with Raymond James Financial in Fayetteville, Arkansas, holding a Series 66 designation and 19 years of industry experience. She has worked with Raymond James Financial since 2022 and previously was with Wells Fargo Advisors from 2012 to 2022. Outside of finance, she has been involved with Allied Universal Event Services and Landmark Event Staffing since 2014. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Daniel R

Series 63, Series 65

San Antonio, TX

Raymond James Financial

Daniel Rebmann is a financial advisor with Raymond James Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes roles at UBS Financial Services Inc. and Momentum Independent Network Inc. Outside his advisory work, he serves on the boards of Social Venture Partners and Biblical Leadership for Excellence and hosts the podcast "Philanthropy SA." Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs for municipal finance and SIMPLE IRA employer advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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