Mitchel Phiffer is a financial advisor with Raymond James Financial in Midland, TX, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He previously worked at AXA Advisors, LLC for 25 years before joining Raymond James and Permian Wealth Management, where he is involved in marketing, sales, and servicing financial products. 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, and institutional investors. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal and public finance.

Nolan Pyrz is a financial advisor with Raymond James Financial Services and holds a Series 66 designation. He has six years of industry experience, including prior roles at Avantax Investment Services and MRK Financial Solutions. Outside of his advisory work, he is an associate at Prosperwell Financial, where he focuses on client services. 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 and supports its advisors with tools that incorporate risk profiling and probabilistic modeling.

John Winkates is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2020. Winkates is involved in independent advisory activities through Morton Private Wealth Strategies and Winkates Wealth Management, where he serves as a financial advisor and company president. 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs, municipal and public finance services, and specialized retirement plan consulting.

Diane Bell is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and 36 years of industry experience. She has worked with Raymond James Financial and its affiliate firms since 2008 and was previously associated with Valley Financial Group, LLC. 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 institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports specialized municipal and public finance work through its affiliation with a municipal advisor.

Jodi Rupp is a financial advisor with Raymond James Financial, holding Series 65 and Series 63 licenses and four years of industry experience. She has worked at Raymond James Financial since 2025 and is also associated with Platte Valley Investment Center and Platte Valley Bank. Outside of her advisory role, she serves on the audit committee for Zion Evangelical Church. 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 uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Steven Shadeed is a CFP® professional with 23 years of industry experience, currently serving at Raymond James Financial in Columbus, OH. He previously worked at Brienza Financial Services for five years. He is also the owner of Shadeed Wealth Strategies, a support company unrelated to investment activities. 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 institutions. The firm offers non-discretionary, tailored planning and consulting, utilizing analytical tools and maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Steffanie Arduini is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2026, she worked at Commonwealth Financial Network for four years and Boronski & Associates for fifteen years. She is also involved in fixed insurance sales and owns Arduini Adamowski Associates, LLC, a private entity facilitating securities, advisory, and insurance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals, employing analytical tools and risk profiling, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Laura Stack is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and 21 years of industry experience. Her career includes roles at Edward Jones, MassMutual Arizona, and Prudential Equity Group. She has been with various branches of Raymond James since 2017. 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 charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools to support client goals and maintains unique affiliations to enhance its municipal and public-finance services.

David Kohlhaas is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2011. Kohlhaas is also associated with Ascential Wealth in a financial advisory role. 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.

Adam O'Shields is a financial advisor with Raymond James Financial Services Advisors Inc. in Guntersville, AL, holding a Series 66 designation and 13 years of industry experience. He has operated O'Shields Wealth Management, Inc. since 2017 and is involved as an officer and president in related financial services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Cheryl Flewelling is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 credentials and has 30 years of industry experience. Her prior work includes roles at LPL Financial and Kennebec Savings/LPL. Outside of advisory work, she owns a maple syrup and honey production business and serves as treasurer and finance committee member for the United Way of Kennebec Valley. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors, including specialized municipal and public finance advisory services.

Tamara Sytsma is a CFP® with 23 years of industry experience, currently affiliated with Raymond James Financial in Grand Rapids, MI. She has been with Raymond James Financial Services, Inc. since 2003 and owns Sytsma Wealth 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 employs non-discretionary planning and analytical tools tailored to client goals and supports municipal and public finance advisory services.

Lawrence Hoskins Jr. is a financial advisor with Raymond James Financial in Scottsdale, AZ, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. He has been associated with Raymond James Financial since 2009 and also owns Jett Wealth Group, Inc., a support company. 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, and institutions, using a tailored, non-discretionary approach that incorporates risk profiling and analytical modeling.

Valerie Enz is a financial advisor at Raymond James Financial with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Raymond James since 2009. In addition to her advisory role, she serves as the Clerk of Otway, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, and institutions, offering tailored, non-discretionary advice supported by analytical tools and specialized programs.

Zachary Holtzman is a financial advisor with Raymond James Financial in Lubbock, TX, holding a Series 66 designation and 17 years of industry experience. He has worked at Edward Jones for 10 years and has been involved with Holtzman Wealth Strategies, LLC since 2018, where he serves as CEO. 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 strategies supported by analysis and modeling tools. The firm also offers specialized advisory programs and maintains unique affiliations in municipal finance and SIMPLE IRA consulting.

Pamela Tipton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 15 years of industry experience. She previously worked at Edward Jones for 14 years before joining Woodforest National Bank and Woodforest Wealth in 2025, where she also serves as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored non-discretionary planning and consulting using risk profiling and analytical modeling and supports a large network of advisors and affiliated firms.

Gregory Minton is a financial advisor with Raymond James Financial in Little Rock, AR, holding Series 63 and Series 66 credentials and more than 32 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 27 years before joining Raymond James Financial Services Advisors, Inc. in 2020. Minton is also the owner and president of Minton Wealth Management, a support company based in Little Rock. 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 employs non-discretionary planning and analytical tools to tailor recommendations to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Scott Hanley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been affiliated with Raymond James Financial since 2015. Outside of his advisory role, Hanley serves as a trustee of the Hanley Family Trust alongside his family members. 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 tailored non-discretionary planning and consulting, utilizing risk profiling and analytical modeling, and supports a broad network of advisors with various specialized services.

Janice Ray is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. She has worked at various Raymond James entities since 2011 and currently teaches at Marion County Public Schools. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and corporations. The firm offers tailored, non-discretionary advice supported by analytical tools and also maintains municipal advisory and specialized employer consulting programs.

Nathan Van Donselaar is a CFP® professional with 16 years of experience, currently affiliated with Raymond James Financial. His prior experience includes roles at New York Life and Eagle Strategies, and he has also worked in education with Pella Community Schools. Alongside his advisory role, he is involved with Main Street Advisory Group in a financial advisor 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 planning using risk profiling and analytical tools and supports client implementation through various advisory programs, with unique capabilities in municipal advisory and SIMPLE IRA employer consulting.