Matthew Clifford is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and nine years of industry experience. He previously worked at Ameriprise Financial Services, LLC for nine years and has additional experience with Putnam Investments and North Star Resource Group. Outside of finance, Clifford was involved with Clifford Construction and has a background that includes working at Merrimack College. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary consulting using analytical tools and supports a large network of advisors with specialized programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Lia Casino is a financial advisor with Raymond James Financial in Westerville, Ohio, holding a Series 63 designation and 11 years of industry experience. Her work history includes roles at Commonwealth Financial Network and The Flaherty Consulting Group. Outside of advising, she serves as a board member on the Uptown Review Board of Westerville, reviewing requested external building changes within the district. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning using various analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Devin Schwartz is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked for Waddell & Reed, Inc. from 2009 to 2021. Outside of his advisory role, he is involved in agriculture and farming businesses, serving as CEO and treasurer of Bryce Schwartz & Sons LLC and owner of Devin Schwartz Farms LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutions. The firm uses analytical tools such as risk profiling and probability modeling to tailor recommendations and supports a range of advisory programs and institutional consulting services.

Scott Hamaguchi is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been associated with Raymond James Financial Services Advisors, Inc. since 2012 and also works with Addison Avenue Investment Services in a sales support role. He is based in San Jose, CA. 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, institutions, and charitable organizations. The firm employs risk profiling and analytical tools to tailor non-discretionary planning and promotes client implementation through its advisory programs or other providers.

Brian Sullivan is a CFP® and Series 66-registered advisor with nine years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at LPL Financial for eight years. Outside of his advisory role, Sullivan is an owner and president of Primary Financial Advisors LLC, where he dedicates significant time each month. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, 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.

Tamara Wendoll is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 26 years of industry experience. Her career includes roles at Dunham and Associates Investment Counsel, Inc., Kelmoore Investment Company, Inc., Pacific Premier Bank, and Columbia Bank. 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 consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Matthew Turner is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and has held prior roles at Truist Advisory Services and Bb&T Securities, LLC. Outside of his advisory work, he is a business owner involved in managing non-investment-related LLCs. 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 tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Jodi Rauert is a registered financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. She has been with Raymond James and First National Bank of Omaha/FNBO since 2021 and 2008 respectively. Outside of her advisory role, Rauert serves as Chair of the Board and Finance Committee member for Heartland United Way and is the Treasurer on the Wood River High School board. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations, offering tailored, non-discretionary planning supported by analytical modeling and advisory programs.

Wendy Martin is a financial advisor at Raymond James Financial with six years of industry experience. She has previously worked at Wells Fargo Advisors and Peoples Bank. 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 analytical tools and supports its recommendations through various advisory programs, with a notable focus on municipal and public finance and recently expanded SIMPLE IRA employer advisory services.

Robert Brown is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at Edward Jones for 18 years before joining Raymond James Financial Services Advisors, Inc. and WillowTree Financial Solutions in 2023. Outside of his financial advisory roles, he serves as a voluntary shepherd and mentor with Standing Stone Ministry, providing encouragement to pastors and their spouses. 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 non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Christopher Anderson is a financial advisor at Raymond James Financial Services Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including J.P. Morgan Securities LLC, LPL Financial, Waddell & Reed, and Edward Jones. Anderson is also a Vice President and Program Manager for a Raymond James program at Southside Bank. 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 delivers non-discretionary planning and consulting tailored to client goals using analytical tools and supports both advisory programs and institutional portfolio management.

Daniel Huse is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and United Brokerage Services, Inc. Outside of his advisory role, he serves as a registered client service associate with Roskos Wealth Management in Moorestown, NJ. 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 supported by analytical tools and maintains notable programs for municipal advisory and SIMPLE IRA plan consulting.

Molly Van Binsbergen is a financial advisor with Raymond James Financial and holds a Series 66 designation. She has 13 years of industry experience, including prior work at Edward Jones. She serves on the business advisory board for Skyview High School’s business department. 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 analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

David Lankford is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 47 years of industry experience. His prior work includes 18 years with Taylor Securities, Inc. 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 utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Kristen Christensen is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes roles at Ameriprise and Investment Professionals, Inc. In addition to her advisory work, she is involved with Outdoor Lifestyle Strategies and Springs Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a varied client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, supporting implementation through advisory programs and other providers.

Guy Caffey III is a financial advisor with Raymond James Financial, holding Series 63 and 66 licenses and bringing 27 years of industry experience. He has served in various roles including independent contractor at Team Wealth Solutions and advisor at Raymond James Financial Services Advisors Inc. Outside of his advisory work, he is the CEO of Caffey Wealth Management, 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

David Trendler Jr. is a financial advisor with Raymond James Financial in Florence, KY, holding Series 63 and Series 65 credentials and with 30 years of industry experience. He has been with Raymond James Financial and its affiliate since 2010. He serves as Treasurer and handles financial duties for the Over-the-Rhine Museum as a board officer. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, institutional, and charitable clients. The firm offers tailored non-discretionary planning and supports municipal and public finance work alongside specialized retirement plan consulting.

Stephen Smith is a financial advisor with Raymond James Financial in Ballinger, TX, holding a Series 66 designation and over 25 years of industry experience. He has worked with Raymond James Financial since 2009 and has prior experience at Texas Country Financial and The First National Bank of Ballinger. Outside of advising, he serves as a trustee managing the Texas Country Bancshares Employee Stock Ownership Plan. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored financial planning and investment consulting through analytical tools and supports municipal and public finance work uncommon among large institutional advisors.

Ross Peay Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and seven years of industry experience. He has worked at Raymond James since 2019 and was previously with Thurman Campbell Group, PLC. Outside of his advisory role, he is employed as an associate at Peay and Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to support its recommendations, serving a broad client base through a large advisor network and affiliated advisory firms.

Michael Brooks is a CFP® and CFA® with 21 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services Advisors Inc. and has previously worked at Truist Advisory Services, BB&T Securities, and UBS Financial Services. Brooks serves as a director on the board of the Hampton Roads Estate Planning Council. 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 employs advanced analytical tools to support client goals, while also maintaining a municipal advisor affiliation that supports public finance work.