Alexander Waldron is a financial advisor with Raymond James Financial in Mentor, Ohio, holding a Series 66 credential and two years of industry experience. His background includes roles at Raymond James Financial Services, Carver Financial Services, and prior work outside finance at Auntie Anne's and Westwood Country Club. He also serves as an administrative paraplanner with Carver Financial Services LLC. 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 supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Pfenninger is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Mass Mutual Investors Services and Merrill. Outside of Raymond James, he is involved with Eagle Rock Wealth Management and Greenberg and Rapp Financial Group in advisory and non-variable insurance sales roles. 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 offers tailored, non-discretionary planning using risk profiling and analytical tools, and maintains unique municipal advisory capabilities alongside its other advisory programs.

Braden De Boer is a financial advisor at Raymond James Financial with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Raymond James, he worked at Security Wealth Management and Security Savings Bank. Outside of finance, he is involved with Austads Golf, assisting customers with golf equipment and club fittings. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients, using analytical tools and non-discretionary advisory programs.

Daan Mutsaers is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 63 designation and has worked at several firms, including TrueWealth Management and Bluerock Wealth Management, before joining Raymond James and its affiliated entities. 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 risk profiling and analytical tools, alongside specialized municipal and retirement plan advisory services.

Gary Len is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial or its affiliates since 1999. 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 employs non-discretionary planning and analytical tools to tailor advice to client goals and supports municipal and public-finance work through a municipal advisor affiliation.

Dorris Jernigan Jr. is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Jernigan’s work history includes roles at FirstBank, Franklin Synergy Bank, and Raymond James Financial Services, and he has served on the Murfreesboro Parks and Recreation Commission since 2005. Additionally, he is involved with FB Investment Partners as an associate and backup OSJ. 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 various analytical tools, supporting clients through its advisory programs and partnerships.

Kali Laganiere is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. and Androscoggin Financial Services since 2022. Prior to her advisory roles, she was employed at Androscoggin Bank and the University of Southern Maine. 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 emphasizes non-discretionary planning tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Aaron Miller is a financial advisor with Raymond James Financial in Indianapolis, IN, holding a Series 66 credential and with 17 years of industry experience. He has been affiliated with Raymond James since 2008 and operated Miller Financial Services, LLC from 2012 to 2018. Outside of his advisory role, he is a licensed agent offering non-variable life insurance policies through Penn Mutual and Pacific Life. 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 emphasizes tailored, non-discretionary planning and investment consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Taylor Ranshaw is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for eight years. He has been with Raymond James Financial Services Advisors, Inc. since 2025. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Paul Merritt is a financial advisor with Raymond James Financial, holding a Series 66 designation and 27 years of industry experience. He previously worked for Commonwealth Financial Network for 16 years before joining Raymond James in 2025. Merritt is also the owner of NTrust Wealth Management, a non-investment-related business based in Virginia Beach, VA. 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.

John Kloecker is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Alpharetta, GA. He has been with Raymond James since 2005 and is also the owner and president of Creative Financial Team, LLC, a support company he founded. 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, tailored investment consulting supported by analytical tools and sponsors wrap-fee advisory programs.

Jonathan Richie is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors, Inc. since 2018. Prior to his current role, he was involved with the International Language Academy and owned J Richie Media, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor strategies to client goals and supports its extensive advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

James Woodruff is a financial advisor at Raymond James Financial in San Angelo, TX, with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Raymond James, he worked at Southern Glazers and has a background connected to Texas A&M University. Additionally, Woodruff is an associate at Woodruff Wealth Management, Inc., where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and advisory services utilizing risk profiling and analytical modeling, and supports a diverse advisory network with specialized municipal and employer consulting programs.

David Simon is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Simon serves as an officer and vice president at 1792 Wealth Advisors, LLC, where he is engaged in financial advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary investment consulting and supports institutional consulting and portfolio management through a large advisor network.

Cory McNulty is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services, Inc. since 2007. In addition to his advisory role, he owns a CPA practice where he prepares tax returns and performs bookkeeping, and he serves as secretary/treasurer of his neighborhood homeowners association. 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 uses analytical tools and risk profiling to tailor non-discretionary planning and consulting services aligned with client goals, supporting implementation through advisory programs or other providers.

Shane Brown is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and bringing 17 years of industry experience. He has been with various Raymond James entities since 2014. Outside of his advisory role, Brown is involved in entrepreneurial activities including ownership of a salon suite business and a commercial rental property in Harrison Township, MI. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools and supports advisory programs and institutional portfolio management across a large network of advisors.

Joseph Falzone is a financial advisor with Raymond James Financial who holds a Series 63 designation and has 26 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2012 and currently works at Vero Beach Wealth Management. Outside of his advisory role, he serves as a volunteer Finance and Investment Committee member for the Indian River Lagoon National Estuary Program. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients using tailored, non-discretionary strategies supported by analytical tools and risk profiling. The firm serves a diverse client base including high-net-worth individuals, pension plans, corporations, and charitable organizations.

Deanna Hoyt is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. Her prior roles include positions at UBS Financial Services and Cetera Investment Services LLC. Outside of her advisory work, she serves as an associate at Columbia Wealth Advisors, supporting financial advisors as a registered wealth associate. 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 employs a non-discretionary, goal-oriented investment approach that incorporates risk profiling and modeling tools to inform client decisions.

Harold Jones is a financial advisor at Raymond James Financial with over 56 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory role, he serves as an officer and treasurer of HJFS Wolfe LLC, a support company. 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 non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Derek Kokubun is a financial advisor with Raymond James Financial in Long Beach, CA, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS and Concurrent Advisors before joining Raymond James in 2019. Outside of his advisory role, he serves as president of Wolfley Wealth Management, a support company based in Long Beach. 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 offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.