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Jennifer F

Series 63, Series 65

Shelbyville, TN

Raymond James Financial

Jennifer Feldhaus is a financial advisor at Raymond James Financial with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services Advisors, Inc. since 2015. Outside of her advisory role, she is the president of Feldhaus Investor Services and maintains an active CPA license through her accounting practice, Jenni Feldhaus CPA. 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 tailored, non-discretionary planning and consulting through analytical tools and supports its clients via a broad advisor network and specialized programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Stephen B

CFP®, CFA®, Series 66

Anaheim, CA

Raymond James Financial

Stephen Blunt is a CFP® and CFA® credentialed financial advisor with 19 years of industry experience, currently with Raymond James Financial Services Advisors Inc. since 2013. He previously worked with Maeder Wealth Group from 2013 to 2018. Outside of his advisory role, he is associated with Blunt Financial Planning and Wealth Group, a support company for tax purposes. 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 employs tailored non-discretionary planning and consulting using risk profiling and modeling tools and maintains unique affiliations supporting municipal and public-finance work.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Patricia E

Series 66

Spokane, WA

Raymond James Financial

Patricia Elzey is a financial advisor with Raymond James Financial in Spokane, WA, holding a Series 66 designation and having 27 years of industry experience. She has been affiliated with Raymond James Financial Services Advisors, Inc. and related entities since 2009 and operates Elzey Financial Group. 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 and uses analytical tools such as risk profiling and probability modeling to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Carol M

Series 66

Spring Hill, FL

Raymond James Financial

Carol Mcelroy is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., where she has worked since 2002, accumulating 25 years of industry experience. She is also the owner and officer of West Coast Financial Management Inc., a pass-through corporation associated with her 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, corporations, and institutional clients. The firm employs a non-discretionary, tailored approach using analytical tools and supports municipal advisory and specialized retirement plan services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Gage H

Series 63, Series 66

El Dorado, KS

Raymond James Financial

Gage Hiebert is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has one year of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley and has held various roles including positions in education and event staffing. Raymond James Financial Services Advisors 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 modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Emily C

Series 66

Bumpass, VA

Raymond James Financial

Emily Case is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 13 years of industry experience. She has previously worked with Aetna and United Healthcare and is involved as an independent contractor with Young Living, selling essential oils. She is also a partner in Case Study LLC, a support business through which she employs her assistant and manages 1099 income. 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 offers tailored non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Stephen W

Series 66

Peachtree, GA

Raymond James Financial

Stephen Weitzel is a financial advisor with Raymond James Financial in Peachtree, GA, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2021 and was previously with Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2021. He is a partner in Reveille Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual 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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Kierra R

Series 66

Ann Arbor, MI

Raymond James Financial

Kierra Ryan is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Her prior roles include positions at Thomson Reuters and Bunzl Distribution NA. She has also been involved in early childhood education through roles at Zion Lutheran Preschool and Daycare and Freedom Child Development Center. 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 uses tailored, non-discretionary planning and analytical tools to support clients’ investment goals and offers specialized services such as municipal finance advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Kristina M

Series 66

Fort Collins, CO

Raymond James Financial

Kristina Meyers is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 21 years of industry experience. Ms. Meyers has been with Raymond James since 2012 and previously worked with First Tech Federal. Outside of her advisory role, she owns and manages real estate through Meyers Properties, 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its advisors with specialized programs in areas such as municipal finance and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Perry P

Series 63

Memphis, TN

Raymond James Financial

Perry Piacenti is a financial advisor with Raymond James Financial in Memphis, TN, holding a Series 63 designation and 32 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1998 and is the owner and officer of Neuvo Salon, a business he has operated since 2011. He is also affiliated with Greek Gates, LLC, a branch support company. 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 fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and consulting to client goals, and supports municipal and public-finance work as part of its institutional offerings.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Samuel M

Series 66

Muncie, IN

Raymond James Financial

Samuel Marshall is a Series 66-credentialed financial advisor with Raymond James Financial in Muncie, IN. He has one year of industry experience and has worked previously at Westpoint Financial Group and Raymond James Financial Services, Inc. Outside of finance, he was involved with the Country Village/Creekwood Neighborhood 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning utilizing risk profiling and analytical modeling, with notable capabilities in municipal and public-finance advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Brian B

Series 63, Series 66

Lancaster, PA

Raymond James Financial

Brian Beversluis is a financial advisor with Raymond James Financial in Lancaster, PA, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Bank. Outside of his advisory work, he is involved with CatScratch Reader, an activity he has engaged in since 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 plans, corporations, and institutional clients. 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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Rebecca C

CFP®, Series 66

Roswell, GA

Raymond James Financial

Rebecca Cates is a CFP® with 15 years of industry experience, currently affiliated with Raymond James Financial. She has previously worked at Wells Fargo Advisors LLC and is an independent contractor for R. Thornton Cates Financial Group, where she focuses on financial planning and investment management. Raymond James Financial Services Advisors, Inc. offers financial planning and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses analytical tools and tailored planning approaches, supporting a broad advisor network and maintaining specialized programs for municipal finance and employer retirement plans.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Mason G

Series 63, Series 65

Fredericksburg, VA

Raymond James Financial

Mason Garner is a financial advisor with Raymond James Financial in Fredericksburg, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Raymond James Financial since 2008 and has held roles at multiple financial institutions, including Atlantic Union Bank. Outside of his advisory work, Garner serves as Vice President of Atlantic Union Financial Consultants, LLC/AUB Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base spanning individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs risk profiling and analytical tools to support tailored, non-discretionary strategies and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Christopher O

Series 66

Boulder, CO

Raymond James Financial

Christopher O'Neill is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 23 years of industry experience. His prior work includes nearly a decade at Wells Fargo Advisors before joining Raymond James in 2019. Outside of his advisory role, he owns and sells artwork through a personal business, Skull Labs. 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 investors. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports a broad network of advisors with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Joe K

Series 63, Series 66

Princeton, WV

Raymond James Financial

Joe Keatley is a financial advisor at Raymond James Financial with 25 years of industry experience. He has worked at First Community Bank since 2018 and has held positions with Raymond James Financial Services Advisors Inc. since 2017 and Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is an associate at First Community Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning through various analytical tools and supports its clients with a broad range of advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Ryan O

Series 63, Series 65

Omaha, NE

Raymond James Financial

Ryan Oleson is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Cetera Advisor Networks and CWM, LLC dba Carson Group Partners. He also serves as a regional manager at First National Bank of Omaha. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Anthony D

Series 63, Series 65

Gaineville, GA

Raymond James Financial

Anthony Dye is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has worked with various Raymond James entities since 2013. Outside of his advisory role, Dye serves as Treasurer and Chair of the Finance Committee for the Georgia Mountains YMCA, a nonprofit organization. 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, and supports municipal and public finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Erika L

Series 66

San Angelo, TX

Raymond James Financial

Erika Lara is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at UBS Financial Services Inc. and Edward Jones. She is also a Certified Divorce Financial Analyst with Divorce Resource TX LLC, where she provides specialized financial consulting related to divorce. 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 using analytical and risk-profiling tools and supports a broad network of advisors and affiliated firms.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Thomas H

Series 63, Series 65

Brentwood, TN

Raymond James Financial

Thomas Herbert is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial and its related entities since 2002. In addition to his advisory role, he manages client relationships at Pinnacle Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. 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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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