Tony Wittrock is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors and Legacy Private Wealth Partners. He is also involved with Wayfinder Financial Services in Greenwood Village, CO. 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 to support client goals and maintains notable capabilities in municipal and public finance.

S. Poitevint II is a CFP® professional with 18 years of industry experience, currently serving at Raymond James Financial in Huntsville, AL. He has been with Raymond James since 2006 and worked previously at Investors Resource from 2011 to 2019. Outside of advisory work, he is the owner of Poitevint Properties, LLC, which manages residential leasing activities. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary investment consulting supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Gera Fayas is a financial advisor at Raymond James Financial with one year of industry experience. She holds the Series 66 designation and has worked in various roles at Raymond James and Bank of Colorado since 2024. Outside of her advisory work, she is involved in a family rental property business. 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 offers tailored, non-discretionary investment consulting using analytical tools and supports municipal and public finance through a unique affiliated municipal advisor.

Todd Carmel is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been associated with Raymond James and its affiliated entities since 2012 and is the owner of TDM Financial LLC. Additionally, he is a partner in TDA LLC and involved in an agricultural business, Mother Earth Real Estate LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored financial planning and investment consulting using various analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Tyson Lashley is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Ameriprise for 10 years before joining Raymond James Financial Services Advisors Inc. in 2025. Lashley is also involved with North Atlantic Investment Partners, LLC in a non-investment-related capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and employs analytical tools to support client goals, with capabilities in municipal advisory and specialized retirement plan consulting.

Darcy Mclinden is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2019, following 11 years at Edward Jones. Mclinden is also an insurance agent at EMG Insurance Brokerage. 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 investors. The firm uses tailored, non-discretionary planning and risk-profiling tools and offers specialized municipal and public-finance advisory services.

Michael Axline is a financial advisor with Raymond James Financial Services Advisors, Inc. holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at FBL Financial Group and Edward Jones. He owns two support companies unrelated to investment advisory services. 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 provides tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs throughout its extensive advisor network.

Tamara Colvin is a CFP® with 35 years of industry experience, currently serving as an advisor at Raymond James Financial. She previously worked at Commonwealth Financial Network for 12 years. Outside of her advisory work, she is the president of two support companies, FlahertyColvin and The Flaherty Consulting Group, where she manages business operations and works directly with clients on financial planning and investment monitoring. 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 employs a tailored, non-discretionary approach using analytical tools and supports municipal and public finance work through unique affiliations.

Willis Kato is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2017, following seven years at Wedbush Securities. Kato also owns Willis Kato LLC, a support company providing services to Raymond James. 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 utilizes tailored non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal finance and SIMPLE IRA employer advisory services.

Melvin Perez is a CFP® professional based in Miami, FL, affiliated with Raymond James Financial. He has 28 years of industry experience and has held roles at several firms, including Raymond James Financial Services Advisors, Inc. and PWA Securities, LLC. Perez is also the owner of Providence Global Advisors LLC and an insurance agent at Provenance Wealth Advisors. 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 using analytical tools and supports institutional portfolio management across a large network of advisors.

Howard Hill II is a financial advisor with Raymond James Financial in Clearwater, FL, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has worked at Raymond James Financial since 2009 and also operates Hill Financial Services. Hill is the president of a personal S chapter corporation, a non-investment-related business activity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary investment consulting using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

David Brown is a financial advisor at Raymond James Financial Services Advisors Inc. with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Raymond James since 2012. Outside of his advisory role, Brown is involved with K L Brown & Associates, where he supports client reporting and online workflow management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional 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.

William Mihm Jr. is a financial advisor with Raymond James Financial in Bonita Springs, FL, holding a Series 63 designation and over 30 years of industry experience. He has been associated with Raymond James since 2006 and owns an independent support company, BMIHM LLC. 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 institutions. The firm uses analytical tools and tailored non-discretionary advisory services and maintains unique offerings such as municipal advisory support and SIMPLE IRA Employer Advisory programs.

Harold Sipe is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 designations and has 25 years of industry experience. He worked at Edward Jones from 2001 to 2025 before joining Raymond James in 2025. He serves as a trustee for a church camp for children, overseeing event planning and role assignments. 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 promotes implementation through its advisory programs, with specialized services for municipal clients and employer SIMPLE IRA plans.

Francesco D'amato is a financial advisor with Raymond James Financial in Miami, FL. He holds a Series 66 designation and has been in the industry since 2026. His prior experience includes roles at Brickell 21 Capital Management Inc., Fideuram Intesa SanPaolo Private Banking, and academic positions at Bocconi University and Barry University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary investment consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Robert Bader Jr. is a CFP® professional with 27 years of experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2018. He previously worked at Merrill Lynch from 2009 to 2018. Outside of his advisory role, he manages an agricultural business, Wildcat Creek Farms, LLC. 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, and institutions. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs in municipal finance and employer advisory services.

Thomas Teegarden is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 53 years of industry experience. He has worked at various Raymond James entities since 2013 and is co-owner of Teegarden Wealth Advisors, a support company focused on opening a new branch in Oak Brook, Illinois. 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, using tailored, non-discretionary planning and analytical tools.

Jacob Lindsey is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and previously worked in roles at Kelly Products, Inc. and Athens Dental Associates. Lindsey serves as Treasurer and Board Member for two nonprofit organizations focused on entrepreneurship and community activities in Georgia. 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 institutions. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized municipal and employer advisory services.

Nicholas Bearden is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 19 years of industry experience. He previously worked at Stifel and Edward Jones. Outside of advising, he owns Family Tide, LLC, a real estate investment business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advice using risk profiling and analytical tools, and it supports municipal finance through a unique affiliation with a municipal advisor.

Samuel Rosenbaum is a CFA® charterholder and holds a Series 66 license, with four years of experience in the financial services industry. He is currently an advisor at Raymond James Financial and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley Smith Barney, and Stifel Nicolaus. Outside of his advisory roles, he has professional experience spanning educational institutions including George Washington University and Tulane University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and sponsors wrap-fee advisory programs alongside institutional consulting and portfolio management.