Jennifer Kunesh is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 20 years of industry experience. She has worked primarily with Raymond James and its affiliates since 2008, with a two-year tenure at LPL Financial in between. Kunesh is also a commissioned notary. 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 consulting using analytical tools and supports municipal and public-finance activities through a unique affiliation with a municipal advisor.

Misty Robertson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. Her background includes roles at Wells Fargo Bank and First National Bank, where she has been associated since 2019. Outside of financial advising, she operates a farming business as a sole proprietor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools for tailored, non-discretionary planning and supports a broad network of advisors with specialized programs and consulting services.

Gregory Hartman is a financial advisor with Raymond James Financial in Mechanicsburg, PA, holding a Series 63 designation and 23 years of industry experience. His career includes roles at Raymond James Financial Services, HS Financial Services, and Simon Lever LLP, CPA's. He serves on the finance committee of the Dune Deck Condominium Association, contributing to its financial oversight. 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, with specialized programs such as SIMPLE IRA Employer Advisory services.

Zachary Fairless is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Hinkson Wealth Management and LA Fitness. 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 investors. The firm uses risk profiling and analytical tools 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.

Sadie Scott is a financial advisor at Raymond James Financial in Dallas, TX, holding a Series 66 designation. She has recently transitioned from roles in education, including four years at Dallas Baptist University and seven years at Sulphur Springs schools, to her current position at Raymond James since 2025. 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 and advanced analytical tools, supporting clients through its advisory programs and a broad network of affiliated advisors.

Patrick Wittekind is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Stifel Independent Advisors, LLC for 22 years and has been self-employed for over two decades. Outside of his advisory role, he serves as a trustee for his own defined benefit and 401(k) retirement plans. 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 investors. The firm offers tailored, non-discretionary advisory services and supports its large network with advanced planning tools and specialized programs such as municipal advisory and SIMPLE IRA Employer Consulting Services.

Henry Hensley is a financial advisor with Raymond James Financial in Louisville, KY, holding a Series 63 designation and offering 40 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and has served as a guest speaker since 2013. Outside of his financial career, he writes, produces, performs, sells, and licenses original music as a business owner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports a broad network of advisors and affiliated firms.

James Aldendifer Jr. is a financial advisor with Raymond James Financial Services Advisors Inc. in Plano, TX, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Raymond James since 2013 and previously worked at Bell & Valente LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals, corporations, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools to model potential outcomes and supports a wide network of advisors and affiliated firms.

Joseph Walters is a CFP® professional with 24 years of experience in the financial industry. He is affiliated with Raymond James Financial and has worked at Legacy Wealth Management since 2017. Walters previously held roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. In addition to his advisory work, he is a minority owner and occasional consultant for a business called Next Legacy. 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 advisory services supported by analytical modeling and also maintains a municipal advisor affiliation that supports its public finance work.

John Camiolo is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior firms include Commonwealth Financial Network and American Capital Partners, LLC. Outside of advising, he serves as President and CEO of Unified Business Strategies, Ltd. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports advisory programs with comprehensive analytical tools and a focus on municipal and public-finance services.

Joel Morgan is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has worked at Edward Jones for 10 years before joining Raymond James Financial Services Advisors, Inc. in 2023. Morgan is a 25% owner of Park Hill Financial Services, through which he operates as an independent contractor financial advisor. 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 using analytical tools and supports municipal and public finance work through unique affiliations.

Fernando Mechereffe is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has been with Raymond James and its affiliated entities since 2021. Outside of his advisory role, Mechereffe serves as Secretary and Treasurer for SafeMed Anesthesia Inc., assisting with retirement plan management and tax coordination. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutions. The firm offers tailored, non-discretionary advice supported by analytical tools and sponsors wrap-fee advisory programs and institutional services.

David Kaplan is a CFP® with over 31 years of experience in the financial services industry. He has been with Raymond James Financial since 2009 and is the owner of Forcke, Kaplan & Associates, LLC, a support company he established in 2001. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a non-discretionary planning approach that uses risk profiling and analytical modeling to tailor recommendations to client goals.

Michael Constantine is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 20 years of industry experience. In addition to his advisory role, he serves as a paid football coach with KP Gridiron. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals while maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

David Hosmer is a CFP® professional with 12 years of experience currently serving at Raymond James Financial Services Advisors, Inc. He has prior experience at Den Herder Law Office, PC, and maintains a legal practice focused on simple estate and trust documents. Hosmer is involved in his community as a finance and investment committee member for Avera Sacred Heart Hospital, serves on the board and finance committee of the local United Way, and produces a podcast series interviewing World War II veterans. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes non-discretionary, tailored planning and employs analytical tools to support client goals, while also offering specialized advisory programs and institutional consulting services.

R. Alexander Mattrey is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 12 years of industry experience. He previously worked at LPL Financial for eight years and TD Ameritrade for two years before joining Raymond James in 2025. 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 advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Shelley Hosick is a financial advisor at Raymond James Financial with 19 years of industry experience and holds a Series 66 designation. She has worked with Raymond James since 2015 and is currently associated with First Investments and Planning as a registered associate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools and maintains notable programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Drew Schierbeek is a financial advisor with Raymond James Financial and holds a Series 66 designation. He has six years of industry experience, including operational work at VanderBaan Financial Group, Inc. Drew is based in Hudsonville, MI, and has held roles at Raymond James Financial Services Advisers and Raymond James Financial Services, Inc. since 2019. 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 employs fact-finding and risk profiling tools to deliver tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Christine Loc is a financial advisor at Raymond James Financial with 22 years of industry experience. She holds Series 63 and Series 65 designations. Loc is also president of Loc Financial Planning Group, Inc., a support company she owns that provides administrative services for her book of business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad advisor network with programs that include municipal advisory and SIMPLE IRA employer consulting services.

Matthew Anderson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lake Oswego, OR, holding a Series 66 designation and 14 years of industry experience. He previously worked at D.A. Davidson & Co. for 10 years before joining Raymond James in 2022. Anderson is a 40% owner and partner in Anderson Wealth Management Group, a branch operating under a DBA name. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals, and maintains specialized programs including municipal advisory services and SIMPLE IRA employer consulting.