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Scott H

Series 63, Series 66

Sarasota, FL

Raymond James Financial

Scott Huffman is a financial advisor with Raymond James Financial in Sarasota, FL, holding Series 63 and Series 66 designations and 40 years of industry experience. He has been with Raymond James Financial since 2009 and is also president and owner of Gulfstream Advisors, Inc., a support company he has operated since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individual and high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through its affiliated municipal advisor.

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

Series 66

Liberty Hill, TX

Raymond James Financial

Sarah Coombes is a financial advisor at Raymond James Financial with Series 66 registration and one year of industry experience. Prior to her financial services career, she worked for the Palatine Police Department for five years and has held various roles in hospitality and retail. She is also associated with Oak Crest Financial, a non-investment related support company based in Liberty Hill, TX. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, offering tailored, non-discretionary advice supported by analytical tools and comprehensive service programs. The firm is known for its municipal advisory affiliation and specialized 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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Karl D

ChFC®, Series 63, Series 66

Mill Creek, WA

Raymond James Financial

Karl Duitsman is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. In addition to his advisory role, Duitsman has been involved with Duitsman Financial Inc., where he serves as an agent focused on non-variable insurance products, including long-term care sales, and also owns a support company. 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 employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.

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

Series 63, Series 65

Christiansburg, VA

Raymond James Financial

Steven Agee is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior work includes positions at Atlantic Union Bank and American National Bank & Trust Co. Agee is also involved in agriculture through family farming activities. 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 institutions. The firm offers tailored, non-discretionary planning using analytical and modeling tools and supports municipal and public finance services uncommon among large institutional advisors.

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

Series 66

Phoenix, AZ

Raymond James Financial

Aaron Martin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 14 years of industry experience. Prior to joining Raymond James in 2026, he worked at Edward Jones for 15 years. He is based in Phoenix, AZ. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary advice using analytical tools and supports both advisory programs and institutional consulting services.

Retirement income strategy General retirement planning Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner
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Michael M

ChFC®, Series 63, Series 65

Bozeman, MT

Raymond James Financial

Michael Maierle is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He has worked at Raymond James since 2013 and operates Maierle Consultants, Inc. since 2017. Maierle is also an independent contractor and broker with Palisade Financial, where he specializes in life insurance and disability income products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers 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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Raffi T

Series 63, Series 65

Pasadena, CA

Raymond James Financial

Raffi Tutuyan is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior work includes roles at Stifel Independent Advisors, Wells Fargo Advisors, and Axa Advisors. Outside of his advisory work, he is involved in individual health insurance sales. 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 and investment consulting, employing risk profiling and modeling tools to support client goals.

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

Series 63, Series 65

Lake Oswego, OR

Raymond James Financial

James Frank is a financial advisor with Raymond James Financial Services Advisors Inc. in Lake Oswego, OR, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Metis Wealth Partners, LLC and Clc Incorporated. Outside of advising, he is involved in managing rental real estate properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools and supports 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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Debra B

Series 63, Series 66

Elmira, NY

Raymond James Financial

Debra Butters is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James. Outside of her advisory work, she is also a rental property owner and manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports a municipal advisor, which is uncommon among large institutional advisors.

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

Series 63, Series 66

Tigard, OR

Raymond James Financial

Marie Fromont is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and with 12 years of industry experience. She has been associated with Raymond James since 2016 and also works with Kruse Woods Financial Partners as an associate and assistant. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and supports institutional consulting, with specialized municipal and public-finance capabilities uncommon among large advisors.

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

Series 66

Bonney Lake, WA

Raymond James Financial

Lauren Muller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Cetera Investment Services LLC and Columbia Bank. She also assists financial advisors as an associate with Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and corporate clients, using analytical tools and tailored strategies to support client goals.

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

Series 63, Series 66

Saint Petersburg, FL

Raymond James Financial

Thomas Piazza is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities, Merrill, and Wells Fargo 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 tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support its recommendations.

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

Series 66

Fort Branch, IN

Raymond James Financial

William Ainsworth Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. He has been associated with Raymond James Financial Services, Inc. since 2022 and works under the Grabbe Wealth and Retirement Group. Prior to his advisory career, he served with the Hendersonville Fire Department for five years. 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 tailored, non-discretionary planning 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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Kenneth W

Series 63, Series 65

Bristol, PA

Raymond James Financial

Kenneth Wachter is a financial advisor with Raymond James Financial Services Advisors, Inc. in Bristol, PA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked with Fulton Bank and Fulton Financial Corporation since 2012. Wachter serves on the finance and investment committee for Resurrection Parish, contributing to the parish’s budget planning. 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 tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, 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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Brett P

Series 63, Series 66

Hillsboro, OR

Raymond James Financial

Brett Palmquist is a financial advisor with Raymond James Financial Services Advisors, Inc. in Hillsboro, OR, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Raymond James since 2015 and also serves as a life insurance agent, providing ongoing service to clients with existing contracts and potential new sales. 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, corporations, and institutions. The firm employs a non-discretionary, goal-oriented approach and supports its advisors with advanced analytical tools and 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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Oscar C

Series 63, Series 65

Miami, FL

Raymond James Financial

Oscar Castellanos is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked with various Raymond James entities since 2009 and previously spent nine years with Provenance Wealth Advisors. Outside of his advisory work, he is a partner in a business called Keys Decisions 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, pension and profit-sharing plans, corporations, and institutional clients. The firm delivers non-discretionary, tailored planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

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

Series 66

Barberton, OH

Raymond James Financial

Hugh Mcmichael Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 14 years of industry experience, including prior roles at Merrill, Bank of America, and Morgan Stanley. Based in Barberton, OH, he is also involved with DGL Financial Services, where he works as a financial advisor assisting clients with wealth management and portfolio monitoring. Raymond James Financial Services Advisors, Inc. offers 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 using analytical and modeling 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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Austin B

Series 66

Wailuku, HI

Raymond James Financial

Austin Brock is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc. He has five years of industry experience and has been with Raymond James since 2021. Prior to this, he was associated with First Hawaiian Advisors and First Hawaiian Bank starting in 2020. Outside of his advisory role, he has worked at the Hawaii Kai Golf Course and the University of Hawaii. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a notable affiliation in 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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Sara H

Series 66

Nashville, TN

Raymond James Financial

Sara Hay is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 22 years of industry experience. Her previous firms include UBS Financial Services, Merrill, Macquarie, and B. Riley Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals and high-net-worth clients to corporations and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and is noted for its municipal advisor affiliation and specialized advisory programs.

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

Series 66

Mechanicsville, VA

Raymond James Financial

Theodore Desautels is a financial advisor at Raymond James Financial with 16 years of industry experience. He previously worked at Wells Fargo Advisors for 12 years and Stifel Independent Advisors for 3 years. He holds a Series 66 designation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm delivers non-discretionary planning and consulting tailored to client goals, using analytical tools and risk profiling to illustrate potential outcomes.

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