Joshua Colwell is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2022, following nine years at Edward Jones. Outside of his advisory role, Colwell is the owner of a holding company that leases the property housing his branch office. 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 offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with specialized programs in municipal finance and SIMPLE IRA employer consulting.

Jeff Hill is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1992 and also served at Ranchland Energy, LLC from 2015 to 2024. Outside of advising, he owns J Bailey Holdings, LLC, established primarily to manage a personal gold IRA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goal setting, with a distinctive affiliation to municipal advisory services and a range of specialized programs.

Charles Rebhan Jr. is a financial advisor with Raymond James Financial Services Advisors who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years before joining Raymond James in 2021. Rebhan is also employed at Agility Wealth Management in a financial advisory role. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance services through a unique affiliation with a municipal advisor.

Benjamin Johnson is a CFP® professional with five years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He has held positions with Raymond James entities since 2019 and is also associated with Intelligent Investors Group LLC in a support capacity. Johnson's career includes prior roles at Fresh Madison Market and educational institutions. 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 charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and a broad advisor network, with specialized offerings in municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Elijah Loncar is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Capgemini and Rivertowne Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Ryan Spiering is a financial advisor at Raymond James Financial with six years of industry experience and holds the Series 66 designation. He previously worked at Commonwealth Financial Network and Thrivent Financial. Outside of his advisory role, he serves as CEO and board leader of Kaukauna Kinder Haus, a nonprofit daycare center, and is a board member of the Green Bay Duck Hunters Association. 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 consulting using detailed analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Christopher Rudzinski is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and Middleburg Financial prior to his current roles. He is also involved with Atlantic Union Financial Consultants, LLC/AUB Wealth Management as a financial consultant. 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 non-discretionary planning and uses analytical tools to tailor recommendations, supporting implementation through various advisory programs.

Deidra Payne is a financial advisor with Raymond James Financial in Charleston, WV, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been involved with Raymond James Financial Services Advisors, Inc. since 2013 and owns Payne Investment Team, LLC. Outside of her advisory work, she teaches a core fitness class at the Charleston Tennis Club. 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, charitable organizations, and institutional clients. The firm offers tailored planning and consulting, employing risk profiling and analytical tools to support client goals through various advisory programs.

Brent Althauser is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services, Inc. since 1997. 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 employs analytical tools such as risk profiling and probability modeling to support client goals.

Douglas Bielefeld is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has a background that includes eight years at Wells Fargo Advisors prior to joining Raymond James in 2017. Outside of his advisory role, he is the owner of Updog Investments, LLC and serves as Managing Director of Synergy Wealth Advisors, LLC. 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 institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools to guide client decisions, while also supporting municipal and public finance through a unique affiliated municipal advisor.

Edward Perez is a financial advisor at Raymond James Financial Services Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James in various capacities since 1999. He also operates Laprad Perez & Associates 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, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting client implementations through advisory programs or other providers.

Suzanne Short is a financial advisor with Raymond James Financial in Cincinnati, OH, holding Series 63 and Series 66 designations and 25 years of industry experience. She has worked at Raymond James Financial Services and related entities since 2019 and previously spent 13 years at THE O.N. Equity Sales Company. Outside of advising, she serves as Director of Retail Brokerage and program manager for the RJ Brokerage division at Yellow Cardinal Brokerage Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a varied client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance clients through a dedicated municipal advisor affiliation.

Timothy Wilson is a CFP® professional with 25 years of industry experience, currently affiliated with Raymond James Financial in Allen, TX. His career includes long tenures at LPL Financial and the American National Bank of Texas. He is also president of Logsdon Wilson Wealth Advisors LLC, a support company he owns. 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 institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports its clients through advisory programs, with specialized services in municipal and public finance.

Chad Kozoyed is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James Financial Services Advisory, Inc., Townebank, and Raymond James Financial Services, Inc. since 2018. Prior to this, he worked at Longwood University from 2014 to 2018. 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 offers tailored, non-discretionary planning and consulting using analytical modeling and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Katrina Mleziva is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. She previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. Outside of advisory work, she is employed at ZK Financial Group LLC, where she assists with client inquiries and onboarding. 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 risk profiling and analytical modeling, and supports municipal and public finance through a unique affiliation with a municipal advisor.

Douglas Castle is a CFP® certified financial advisor with eight years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has held roles at various financial firms, including JP Morgan Securities LLC and Northwestern Mutual Investment Management. Outside of his advisory work, he owns and operates Castle Financial Strategies, LLC and Castle Tax Services LLC, providing financial planning and tax preparation services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutions. The firm employs tailored, non-discretionary planning using risk profiling and analytical modeling, and is notable for its municipal advisor affiliation and specialized advisory programs.

Tyler Goodrich is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has previous experience at GBC International Bank and Wells Fargo. He is also associated with Goodrich & Associates LLC, where he provides research support and serves as a financial advisor and office manager. 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 institutional clients. The firm provides tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting implementation through advisory programs and partnerships.

Lyndsey Doro is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. She currently holds associate and advisor trainee roles at Cape Wealth Advisors LLC and Lake Edge Wealth Advisors LLC. Her prior experience includes various roles at Raymond James Financial Services Advisors, Inc., and Cape Financial Group. 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 analytical tools, and supports specialized municipal and public-finance work as well as SIMPLE IRA employer advisory programs.

Trevor Tobin is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Great Western Investments and Insurance, Great Western Bank, and an extended period working at Brandon Golf Course. He is also involved in client-related activities with Capital Wealth Planning LLC and Legacy Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports various advisory programs and institutional consulting services.

Carter River is a CFP®-credentialed financial advisor with five years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has prior experience at TD Ameritrade, Community Health Systems, and Workiva. River is also a registered client service associate with Andrews Financial Group, which operates under the name Pilot Wealth. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary planning and consulting tailored to client goals, supported by analytical tools and a broad advisor network.