Kevin Franklin is a financial advisor at Raymond James Financial Services Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 designations and has served in the Army Reserves for over 30 years. Outside of his advisory role, Franklin owns Franklin Artworks, where he engages in amateur wildlife photography and sculpting. Raymond James Financial Services Advisors 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 work through a unique affiliation with a municipal advisor.

Anthony Hauenstein is a financial advisor with Raymond James Financial Services Advisors, Inc. who holds a Series 66 designation and has 14 years of industry experience. He also works as an independent contractor at Bush, Polen and Associates, Inc., and is a musician performing at various venues since 1994. Additionally, he is the CEO of T To L Inc. 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, pension plans, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Christopher Watts is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and possessing 30 years of industry experience. He operates out of Hattiesburg, MS, and is involved in related business activities including insurance sales through Buckhead Brokerage Group and MSIS Inc., as well as managing Knight Watts Investment Management Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports a broad advisor network with specialized offerings including municipal advisory services and SIMPLE IRA employer consulting.

James Morton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding ChFC® and Series 63 designations and bringing 45 years of industry experience. He has worked with Raymond James since 2012 and is also president of Morton Private Wealth Strategies, Inc. Raymond James Financial Services Advisors 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 uses analytical tools to support client goals, with specialized programs in municipal advisory and SIMPLE IRA employer consulting.

Kari Phillips is a Series 66-licensed financial advisor with Raymond James Financial in Burlington, VT, and has 20 years of industry experience. She has held roles at multiple firms including Raymond James Financial and Hickok & Boardman Capital Management, where she is also employed in a support capacity. Phillips is connected to the Hickok & Boardman Capital Management Charitable Endowment Fund. Raymond James Financial Services Advisors, Inc. offers 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 provides tailored, non-discretionary advice supported by analytical tools and maintains unique affiliations such as a municipal advisor and specialized retirement plan consulting.

Douglas Miller is a Certified Financial Planner® with 26 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2026 after a decade at Northwestern Mutual Wealth Management Company. Miller holds Series 63, 65, and 66 licenses. 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 work through a unique affiliation with a municipal advisor.

Andrew Thompson is a financial advisor at Raymond James Financial in South Jordan, Utah, holding Series 63 and Series 65 credentials with 28 years of industry experience. He has been with Raymond James Financial since 2009 and has owned two support companies, including Thompson Wealth Management Group LLC, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations within a large advisor network.

John Segal is a financial advisor with Raymond James Financial in Westford, MA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Raymond James Financial since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. He owns and operates North Road Wealth Partners as an independent contractor. 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 uses tailored, non-discretionary planning supported by analytical tools and also offers municipal advisory services and specialized retirement plan consulting.

Michael Kernan is a financial advisor with Raymond James Financial in Bellevue, WA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1992 and is also the owner of an agricultural business, BK Orchards, located in Woodinville, WA. 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 uses tailored, non-discretionary planning supported by analytical tools and has specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Christopher Helmick is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has six years of industry experience. His prior roles include positions at Merrill Lynch, Wichita Federal Credit Union, and Wells Fargo Clearing. He is also an independent contractor with Converse Team Financial Services, providing financial planning and company retirement plan services. 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 delivers tailored non-discretionary planning and investment consulting, supported by analytical tools and risk profiling, and maintains specialized offerings such as a SIMPLE IRA Employer Advisory & Consulting Services program.

Scott Brantingson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2018 and was previously with Wells Fargo Advisors. Outside of his advisory work, he is involved with the Lehigh Valley Center for Independent Living. 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 non-discretionary planning tailored to client goals and supports its large advisor network with portfolio management and institutional consulting services.

Michael Kennedy is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2023 after 14 years at Edward Jones. Kennedy is the owner of Horizon Wealth Planning LLC and controls the investment-related website irastrategy.com. 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 planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Leo Boisvert is a financial advisor with Raymond James Financial in Fort Myers, FL, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He previously worked at Commonwealth Financial Network for 19 years before joining Raymond James in 2025. Boisvert owns and manages Private Wealth Consultants, LLC, a firm focused on client investment asset management, and is also proprietor of Private Wealth Tax Advisory LLC, which outsources tax preparation 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, corporations, and institutions. The firm offers tailored, non-discretionary planning using various analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Koby Lieu is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked with various branches of Raymond James since 2021. Outside of his advisory role, he serves as an independent contractor providing support services to Wealthstone Asset Management Group. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm utilizes tailored, non-discretionary planning and analytical tools to align investment strategies with client goals, and additionally supports municipal and public finance work through a specialized advisory affiliation.

Eric Sams is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 25 years of industry experience. Sams has been associated with Raymond James in various capacities since 2008 and has owned and operated Sams Capital Asset Management since 2009. Outside of his advisory work, he is the grantor and trustee of The Sams Family Trust. 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 utilizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings in municipal and public finance.

Katrina Timmons is a financial advisor with Raymond James Financial, holding a Series 66 credential and bringing 10 years of industry experience. Her prior roles include positions at Merrill, JP Morgan Chase Bank, Kovack Securities, and Pursuit Wealth Management. Outside of her advisory role, she co-owns Speaker Shield LLC, a business developing a product for the marine industry, and also manages Timmons Catering LLC. 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 using analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA advisory services.

Robert Leavy is a financial advisor at Raymond James Financial with Series 66 credentials and one year of industry experience. His prior work includes roles at TowneBank and teaching positions at James Madison University and Nansemond Suffolk Academy. 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 uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Nathaniel Shaw is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Bedford, NH. He has been with Raymond James Financial and Raymond James Financial Services since 2011. Outside of his advisory role, Shaw is involved in mentorship at NH Bookkeeping Services LLC and engages in fixed annuity transactions as a licensed insurance agent. 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 and consulting, using various analytical tools, and supports municipal and public finance work through its affiliation with a municipal advisor.

Ellen Middleton is a financial advisor at Raymond James Financial with 40 years of industry experience. She has worked at Raymond James Financial Services, Inc. since 1996 and operated her own firm, Ellen O. Middleton & Associates, from 2010 to 2025. Outside of her advisory work, she is an associate at Beachside Wealth Partners, where she meets with clients to develop personalized financial plans. 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 uses analytical tools for tailored, non-discretionary planning and offers specialized programs such as municipal and SIMPLE IRA advisory services.

Cindy Stadt is a financial advisor at Raymond James Financial in Juneau, Alaska, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Benjamin Gilbert DDS and Richard Chan Orthodontics, as well as involvement with the City and Borough of Juneau COVID hotline. She is also associated with Willoughby Wealth Partners as a non-investment-related activity. 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 institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools like risk profiling and probability modeling, and supports municipal and public-finance work through a unique municipal advisor affiliation.