Kimberly King is a financial advisor at Raymond James Financial with 19 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors Inc. since 2013, as well as at Concurrent Advisors from 2018 to 2023. Outside of her advisory role, she is involved in remote online notarization services. 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, charitable organizations, and institutions. The firm offers non-discretionary planning and consulting tailored to client goals, supported by detailed risk profiling and outcome modeling, and maintains specialized municipal and SIMPLE IRA advisory services.

Hsun Yi Shih is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with West Portal Financial Group, LLC and Raymond James Financial Services since 2016. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized services including municipal advising and employer SIMPLE IRA consulting.

John Wheeler is a Series 66-licensed financial advisor at Raymond James Financial with 15 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2011 and previously operated Wheeler Financial LLC. Outside of his advisory role, Wheeler is an author and serves as secretary/treasurer on the board of the Wilmington Tax Group, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm utilizes non-discretionary planning tailored to client goals and supports a wide network of advisors with advanced analytical tools and specialized municipal and retirement plan advisory programs.

Jamie Lange is a CERTIFIED FINANCIAL PLANNER™ with 18 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services Inc. since 2025 and previously spent 10 years at Commonwealth Financial Network. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling and maintains unique capabilities in municipal and public-finance advisory services.

Joseph Palma is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., OSAIC, Commonwealth Financial Network, and Angelo Planning Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to tailor recommendations to client goals.

Mark Goldman is a CFP® with 39 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors. Goldman also owns Goldman Financial Services, a financial services business providing advice to individual and corporate clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance through a specialized advisory affiliation.

Marsha Dunbar is a financial advisor at Raymond James Financial Services Advisors, Inc. with 40 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James since 2008. Dunbar’s background also includes roles at HM Capital, LLC, and Holliday American Mortgage, where she has worked concurrently since 2008. 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 analytical tools to support client goals and is affiliated with a municipal advisor, supporting municipal and public finance work.

Benjamin Schlueter is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 24 years of industry experience, including 15 years at Franklin Templeton and ongoing tenure at Raymond James since 2019. Outside of his advisory role, he is involved as an officer and treasurer in a family-owned local ice cream shop in Fishers, Indiana. 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 uses tailored, non-discretionary planning and analytical tools to support client goals and maintains a broad network of advisors and specialized programs.

James Kefalas III is a financial advisor with Raymond James Financial in Brea, CA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at Raymond James Financial Services Advisors since 2009 and has prior experience in non-variable insurance from 2010 to 2018. Additionally, he is the owner of Kefalasfoley Investment Services Inc., a support company unrelated to investment management. 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, charitable organizations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized advisory programs and municipal advisory services.

Marcus Little is a CFP®-designated financial advisor with 29 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2016. He also has a long tenure at Sturgis Bank & Trust beginning in 2000. Outside of his advisory role, he is President and director of Oakleaf Financial Services and serves as a non-variable insurance agent. 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 employs a non-discretionary, tailored approach using risk profiling and modeling tools and supports municipal and public finance advisory services.

Janae Sowards is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has nine years of industry experience. Prior to her current role, she worked at Lexington Financial and Commonwealth Financial Network. In addition to her advisory work, she is an owner and president of Lexington Financial and assists with accounting for her husband's insurance business. 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 using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jon Hansen is a financial advisor with Raymond James Financial in Norfolk, NE, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He worked at Edward Jones from 2005 to 2019 before joining Raymond James Financial Services Advisors in 2019. Outside of his advisory role, he is the owner of a small business that provides administrative support services. Raymond James Financial Services Advisors, Inc. delivers 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 a non-discretionary, goal-oriented approach using risk profiling and modeling tools, and it offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Albert Wu is a CFP® and Series 66-registered advisor with Raymond James Financial Services Advisors, Inc., bringing 13 years of industry experience. His prior experience includes roles at Edward Jones and Freedom Street Partners. Outside of advising, Wu is the owner of NeXco Inc and serves as Treasurer for The ServiceSource Foundation, a nonprofit supporting people with disabilities and their families. 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 non-discretionary planning tailored to client goals and supports municipal and public finance work uncommon among large institutional advisors.

Alexander Strauss is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fort Morgan, Colorado, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Bank of Colorado and American Family Insurance. He serves as a board member of the Sunrise Optimist Club, participating in monthly financial and project oversight meetings. Raymond James Financial Services Advisors 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 using analytical tools and supports municipal advisory services alongside specialized employer advisory programs.

Robert Rosnack is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has worked with Rosnack Financial Group, Inc., a support company where he is an associate. His background also includes various roles at The University of Tampa. 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, and institutional investors. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance through an affiliated municipal advisor.

Matthew Spradlin is a CFP® professional with 22 years of industry experience, currently with Raymond James Financial. His prior experience includes roles at Steward Partners and Bank of America, as well as Merrill. He is also involved in non-variable insurance product installations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary planning and analytical tools to support client goals.

John Holloway is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Raymond James Financial Services Advisors Inc. since 2013. Outside of his advisory role, he is involved with Laguna Wealth Services, where he assists in daily operations and focuses on acquiring new business and implementing investment strategies. 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 investment consulting using analytical tools and supports both wrap-fee advisory programs and institutional portfolio management.

Michelle Rand is a CFP® with ten years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2019. She previously worked at Merrill Lynch from 2016 to 2019. Rand is also the president and CEO of Rand Wealth Management and will become the branch manager of a new Raymond James branch in mid-2025. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, pension plans, and institutional clients. The firm offers tailored, non-discretionary services supported by analytical tools and maintains a notable municipal advisory affiliation alongside specialized consulting programs.

William Ockerlund is a financial advisor at Raymond James Financial with 43 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Wells Fargo Clearing and Ockerlund Capital & Wealth Management. Outside of his advisory role, he owns businesses related to vintage automobiles and aviation and serves as an independent contractor for a non-investment support company. 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 advice using analytical tools and supports municipal and public finance work through a municipal advisor affiliation.

Ying Ku is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 13 years of industry experience. Before joining Raymond James in 2026, Ku worked at Ameriprise and Wells Fargo in various advisory roles. Outside of advising, Ku has involvement in rental real estate investment. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations, using detailed risk profiling and modeling tools to support client goals.