Lauren Lamartine is a Series 66-licensed financial advisor with Raymond James Financial, based in Basking Ridge, NJ, and has 15 years of industry experience. She previously worked at Morgan Stanley from 2004 to 2019 before joining Raymond James Financial in 2019. Outside of advisory services, she is involved with Iron Ridge Wealth Management, where she supports day-to-day operations and client issue resolution. 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 institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools including probability modeling to guide client decisions.

Eric Reynolds is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked at several affiliated firms including Truist Advisory Services and Pinnacle Financial Partners. In addition to his advisory role, he is an associate at Pinnacle Asset Management, where he assists clients with banking and investment needs. 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 uses analytical tools to support client goals, while also maintaining specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

David Webster Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been with Raymond James since 1999 and also serves in roles related to estate management as a personal representative and trustee for family trusts. Raymond James Financial Services Advisors 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 uses a tailored, non-discretionary planning approach supported by analytical modeling and offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Sean Dolan is a financial advisor with Raymond James Financial in Elizabethtown, PA, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Raymond James Financial Services since 2006 and with Raymond James Financial since 2009. Outside of his advisory role, he owns a support company and holds a minority interest in another advisory firm, where he consults on client interactions and business planning. He is also one of six partners involved in developing a new office space for his Raymond James office. 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 emphasizes tailored, non-discretionary advice using analytical tools and supports its offerings with specialized programs and partnerships.

Carla Souther is a CFP® with 27 years of industry experience, currently associated with Raymond James Financial Services Advisors, Inc. since 2012. She serves as president and member of CNS of Wilkes County, LLC, a real estate brokerage, and is a board member of the nonprofit Womens Worth Alliance, where she contributes to content development and networking. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs analytical tools and risk profiling to deliver tailored, non-discretionary planning and supports both advisory programs and institutional consulting.

Aidan Mosher is a financial advisor with Raymond James Financial, holding a Series 66 credential and one year of industry experience. Prior to joining Raymond James, he worked at firms including Equitable Advisors and Desert Financial Credit Union. He is also an associate at Desert Financial Wealth Management, where he serves as an investment 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, institutions, and charitable organizations. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Joseph Deming is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC, United Community Bank, and Edward Jones. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting 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 supports municipal and public finance work through its affiliation with a municipal advisor.

Isaiah Martin is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, Martin was involved with Tybro.com INC for nine years. Outside of his advisory work, he is active with the Iron Barbell Collective and CrossFit BIC. 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 supports advisory programs with advanced analytical tools and specialized municipal and public-finance expertise.

Kyle Barnhouse is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and previously worked at OhioHealth for six years. Barnhouse is also an associate at Karageorge Wealth Management, where he serves as a financial advisor. 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 emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Robert Suter is a financial advisor at Raymond James Financial with 47 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 1999. Outside of his advisory role, he serves as treasurer for a family-owned nonprofit related to a vacation property in Michigan. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance advisory work through a unique affiliation with a municipal advisor.

Susan Chandler is a financial advisor at Raymond James Financial Services Advisors, Inc. based in Seattle, WA, with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked with firms including Steward Partners Investment Solutions and Cetera. Chandler also works as a private banker with Umpqua Bank and is associated with Columbia Wealth Advisors in a referral capacity. 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 offers tailored, non-discretionary advice using risk profiling and modeling tools, and supports municipal and public finance services through its unique affiliations.

Toby Krouse is a financial advisor with Raymond James Financial, holding a Series 66 credential and 13 years of industry experience. He previously worked at Edward Jones and has been with Raymond James since 2019. Outside of his advisory role, he owns Krouse Financial Strategies, 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 consulting using analytical tools and supports clients through various advisory programs and specialized services in municipal finance and retirement plan consulting.

Rosa Berry is a financial advisor with Raymond James Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2015. 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 institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and institutional consulting across a large advisor network.

Taylor Mills is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked in various roles at Raymond James and First Farmers Bank & Trust since 2019. Outside of his advisory work, Mills serves on the finance committees of multiple local nonprofit organizations, including the Carver Community Center and the Kokomo BobKats Foundation. 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 advanced analytical tools and supports specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Yun Yu Szu is a financial advisor at Raymond James Financial with nine years of industry experience. She holds a Series 66 designation and has worked at several firms, including Cadaret, Grant & Co. Inc and LPL Financial. In addition to her advisory role, she is involved with Addison Avenue Investment Services, providing support to financial advisors and client services. 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 emphasizes tailored, non-discretionary planning and analytical tools to support client goals and maintains unique municipal advisory capabilities within its large institutional framework.

Ashley Hendrix is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Raymond James Financial. Prior to this role, Hendrix worked at Raymond James Financial Services, Inc. and held positions at Southeast Missouri State University and Tesson Heights Assisted Living. Hendrix is also a finance and investment committee member for the Ursuline Provincialate, participating in quarterly portfolio review meetings. 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 entities. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools to support its clients' goals and maintains specialized programs in municipal finance and SIMPLE IRA advisory services.

Carter Herrity is a financial advisor at Raymond James Financial with six years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Raymond James, Herrity worked at Ameriprise Financial Services and Security Savings Bank. 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 offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA consulting.

Amy Scott Stoltz is a financial advisor with Raymond James Financial in Sioux Falls, SD, holding a Series 66 credential and 23 years of industry experience. She has been with Raymond James since 2010 and also manages Dakota QDRO, a certified divorce financial analyst business she founded in 2017. Outside of finance, she owns The Hive Virtual Services, a technology suite rental for content creators. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, corporations, pension plans, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Charles Morris is a financial advisor with Raymond James Financial in Baton Rouge, LA, holding a Series 63 license and over 43 years of industry experience. He has been with Raymond James Financial since 2009 and also has a long-standing association with Financial Service Corporation dating back to 1986. Outside of his advisory work, Morris co-owns Morris NOLA LLC, an LLC established to hold a second home. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as deterministic and probability modeling to support client decision-making.

Ryan Miller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 18 years of industry experience. He previously worked at Edward Jones for ten years before joining Raymond James in 2018. Outside of his advisory role, Miller manages several real estate ventures, including commercial and residential properties. 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, charities, and institutions. The firm emphasizes tailored, non-discretionary planning and consulting, using analytical tools to model potential outcomes, and maintains specialized services such as municipal advising and SIMPLE IRA employer consulting.