Aletha Steehler is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and 28 years of industry experience. She has been with Raymond James since 2007. Outside of finance, she owns and operates Elite Image, a hair styling business in Rush, NY. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers non-discretionary planning tailored to client goals and supports a broad advisor network with both advisory and institutional consulting services.

Traci Lewis is a CFP®-certified financial advisor with seven years of industry experience. She has been with Raymond James Financial since 2026 and previously worked at Commonwealth Financial Network for 11 years. Lewis spends a small portion of her time on fixed insurance sales conducted at her branch location. 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 and utilizes analytical tools such as probability modeling to support client goals.

Jeffery Keasler is a financial advisor with Raymond James Financial in Chattanooga, TN, holding a Series 63 designation and having 36 years of industry experience. He is a partner at Burroughs Keasler Investment Partners, a support company he owns alongside his advisory roles at Raymond James and previously at Wells Fargo Advisors Financial Network. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual and high-net-worth clients, corporations, and institutional investors. The firm offers financial planning, investment consulting, and advisory services, employing analytical tools and non-discretionary planning tailored to client goals.

Ronald Baker is a Certified Financial Planner® at Raymond James Financial with 32 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, N.A., and has been with Raymond James since 2017. He serves on an investment committee overseeing governance and portfolio oversight in his community. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes non-discretionary planning using analytical tools and supports municipal and public finance work through its unique affiliations.

Rebecca Saffran is a Series 66 licensed advisor with Raymond James Financial, based in San Diego, CA. She has six years of industry experience and has worked with Raymond James Financial Services Advisors since 2020. Prior to that, she held roles at Mission Fed Investment Services and Mission Fed Credit Union. 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 uses tailored planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Paul Wakefield is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 registrations and four years of industry experience. He has worked at several firms including Edward Jones and Fulton Financial Advisors. 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 consulting using analytical tools and supports municipal and public finance through its affiliated municipal advisor.

Stacia Lykins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. She previously worked with UMB Financial Services Inc. and UMB Bank, where she spent over two decades in various financial services roles. 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 emphasizes non-discretionary planning using analytical tools to tailor strategies to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

Clifton Geisleman is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Raymond James since 1999 and also leads The Geisleman Group, Inc. In addition to his advisory roles, he and his wife manage the commercial property where his office is located. 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 emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Matthew Grabbe is a financial advisor with Raymond James Financial, holding a Series 66 credential and bringing 19 years of industry experience. He has held roles including owner of Four G, LLC and served as a paid tennis coach at Gibson Southern High School. Grabbe operates his own DBA, Grabbe Wealth and Retirement, within Raymond James's hybrid RIA structure. 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, utilizing risk profiling and modeling tools to support client goals.

Sreeni Rao is a financial advisor with Raymond James Financial Services Advisors, Inc. in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at Cuso Financial Services and Mission Federal Credit Union. 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 employs analytical tools to support client decision-making, while also maintaining unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

David May is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. He worked at Edward Jones from 2006 to 2023 before joining Raymond James Financial. May is also involved with the Kiwanis Club of Scottsdale McCormick. 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 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.

Brian Lowry is a CFP® with nine years of industry experience, currently serving as an advisor at Raymond James Financial in Burlington, VT. His prior experience includes roles at Crestwood Advisors and Raymond James entities dating back to 2016. He is a finance and investment committee member for the Burlington Country Club and serves on the board and finance committee for the Greater Burlington YMCA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofits. The firm provides tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Joseph Fecio is a CFP® professional with 28 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked at Commonwealth Financial Network and Lincoln Financial Advisors. He has maintained a long-standing appointment as an insurance agent for non-variable life insurance policies. 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 advisory programs and institutional consulting through a large network of advisors.

Cory Shepard is a financial advisor with Raymond James Financial in Kirkland, WA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones for 17 years. Shepard is also president of Haller and Shepard Capital Group, a business support company, and serves as CEO of Calmont Properties LLC, a property holding venture focused on owning and operating a building that houses their business and rental apartments. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm emphasizes tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Dana Havens is a financial advisor at Raymond James Financial with 28 years of industry experience and holds Series 63 and Series 65 licenses. She has worked at Merrill for 12 years and has been involved with Affinity Wealth Partners, LLC as a managing partner since 2017. Outside of her advisory roles, she is a partner in a limited liability company that owns rental property. 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, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to align with client goals and supports its offerings with municipal advisory services and specialized retirement plan consulting.

Shane Swift is a CFP® with 27 years of industry experience and is currently affiliated with Raymond James Financial Services Advisors, Inc. He previously spent 18 years at LPL Financial. In addition to his advisory work, he is involved with SBS Financial, a non-investment-related support company based in Moline, IL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports a wide network of advisors with specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Lucy Walker is a financial advisor at Raymond James Financial Services Advisors, Inc. She holds the Series 66 designation and has been in the industry since 2025. Prior to joining Raymond James, she worked at Advantage Realty Group and had a period of full-time education from 2016 to 2020. 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, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs as well as specialized municipal and public-finance advisory services.

Christopher Raymond is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Cambridge Investment Research Advisors. 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 its recommendations through various advisory programs and specialized services.

Jamison Edlund is a CFP® with 24 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and CorTrust Bank, where he serves as a financial advisor for CorTrust Wealth Management. His prior experience includes roles at Stifel Nicolaus & Co Inc and LPL Financial. 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 supports municipal and public-finance work through a unique municipal advisor affiliation.

Matthew Sachar is a CFP®-credentialed financial advisor with 26 years of industry experience, currently affiliated with Raymond James Financial in Salem, MA. He has been involved with multiple firms, including Coltcam Crowninshield LLC and Falcon Realty, LLC, where he serves as a partner. Outside of advising, he holds trustee responsibilities and ownership roles in related business entities. 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 analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.