Patrick Neukom is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His career includes 12 years at Wells Fargo Clearing and recent roles at Tang Wealth Management and Raymond James Financial Services. Neukom also operates an independent advisory business, Neukom Wealth Management, providing retirement planning and investment services. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, offering tailored financial planning and investment consulting using advanced analytical tools. The firm supports wrap-fee advisory programs and institutional consulting, with unique municipal advisor affiliations and specialized services such as SIMPLE IRA Employer Advisory programs.

Amanda Zorza is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. She has been with Raymond James since 2015. Outside of her advisory role, she is a co-owner of a local convenience store and a managing member of an LLC involved in real estate and rental properties. 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 offers tailored, non-discretionary planning and consulting, utilizing comprehensive analytical tools, and is notable for its affiliations supporting municipal and public finance services.

Brian Cuttic is a financial advisor at Raymond James Financial Services Advisors, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott and Oppenheimer. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Guy Broussard III is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lafayette, LA, holding a Series 63 designation and over 40 years of industry experience. He has been affiliated with Raymond James and related entities since 2012 and also serves as a general partner in Bancker Plantation, where he manages farming and ranching contracts and income distribution. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional focus on municipal and public finance advisory services.

Kendra Hughes is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. She has worked with Raymond James since 2016 and is also an operations manager at First Mid Wealth Management, where she assists advisors and supports the brokerage department. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs analytical tools and risk profiling to tailor non-discretionary advisory services and maintains unique municipal and public-finance capabilities within a large institutional framework.

Aaron Tellez is a CFP® professional with 25 years of experience, currently affiliated with Raymond James Financial in Las Vegas, NV. He has been associated with various Raymond James entities since 2014 and has operated Tellez Wealth Management since 2017. In addition to financial advising, he works with an insurance brokerage firm to assist clients in selecting suitable 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 consulting supported by analytical tools and maintains unique affiliations, such as with a municipal advisor, enhancing its public finance capabilities.

Jaden Gurney is a financial advisor at Raymond James Financial Services Advisors, Inc. with 13 years of industry experience. He previously worked at Zions Bancorporation and LPL Financial before joining Raymond James. Outside of his advisory role, he owns a cattle operation and manages a wealth management support company focused on branding and marketing. 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 risk profiling and modeling tools to support client decision-making.

Shaye Smith is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and five years of industry experience. Prior to joining Raymond James, Shaye worked at Jeremiah's Italian Ice and spent time at Timber Creek High School. Outside of Raymond James, Shaye is also an associate employee at Ballou Family Office and Charles H Ballou CFP, both non-investment-related support roles. 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, pension plans, and institutional clients. The firm employs a client-focused approach using risk profiling and modeling tools to tailor recommendations and supports various advisory programs across a large network of advisors.

Bryan Hickingbottom is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and over 25 years of industry experience. He has been with Raymond James since 2009 and operates Hickingbottom Financial Services as a branch owner since 2021. Outside of advising, he is involved in the non-variable insurance business, including handling renewal commissions on long-term care policies and writing fixed annuity 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 delivers tailored non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a municipal advisor affiliation.

Jeannine Stecklair is a financial advisor at Raymond James Financial with 22 years of industry experience and holds a Series 66 designation. She previously operated Beach Financial Planning LLC for 14 years and currently manages limited tax preparation and planning services through her CPA practices. 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, pension plans, corporations, charitable organizations, and institutional clients, using tailored, non-discretionary strategies supported by analytical tools and a broad advisor network.

William Jones Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Louisville, KY. He holds the Series 63, 65, and 66 credentials and has 29 years of industry experience. He is part of the Harmony Wealth Partners team within Raymond James and also owns WR Jones LLC, which supports his investment practice. 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 clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs in municipal advisory and retirement plan consulting.

Taylor Grant is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has previous experience at Graymark Insurance and Carroll ISD. He is also involved as an associate at Big Country Asset Management in Abilene, TX. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized municipal and public finance advisory capabilities.

Terence Wiles is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James and its affiliated entities since 2013. Wiles is also an author working on a retirement planning book intended for client distribution and commercial sale. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary approach tailored to client goals using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Todd Dudley is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He previously worked at Citigroup Global Markets and has been associated with Raymond James since 2009. He owns and operates Todd Dudley & Associates, 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, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports both institutional consulting and advisory programs.

Tyler Edwards is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. He has held roles at Raymond James Financial and its affiliate since 2024. Edwards also has experience in client services and office administration through his association with Colorado Wealth Associates. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses risk profiling and analytical tools to support tailored, non-discretionary investment consulting and is notable for its municipal advisory affiliation and specialized SIMPLE IRA advisory services.

Bernard Yip is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP® and ChFC® designations and over 30 years of experience. He has worked extensively with First Hawaiian Bank and its affiliated entities since 1996 and has been associated with Raymond James since 2017, focusing on lifecycle planning. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients using tailored, non-discretionary planning and analytical tools to support client goals.

Rakesh Patel is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. 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 analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Thomas Peterson is a CFP® with 13 years of experience in financial advising, currently affiliated with Raymond James Financial Services Advisors, Inc. He has been with Raymond James since 2016 and is also associated with Peterson Wealth Management. In addition to his advisory work, he serves as a professor with the Association of Financial Educators. 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 provides tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client decision-making.

Adam Smith is a Series 66 licensed financial advisor with five years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2020. His prior roles include positions at The Advanced Planning Group and Concurrent Advisors. 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 and consulting tailored to client goals, supported by analytical tools and models, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Robin Coombs is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. In addition to his advisory role, he serves as an independent contractor with Meridian Wealth Strategies in Hampden, ME. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm employs tailored, non-discretionary strategies that incorporate risk profiling and modeling tools, and it offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.