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Dwight C

ChFC®, Series 63, Series 65

Boca Raton, FL

Raymond James Financial

Dwight Campbell is a financial advisor with Raymond James Financial in Boca Raton, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including over 17 years with Raymond James Financial and 26 years with Raymond James Financial Services. He is president of Campbell Financial Holding Inc. and MCM Advisors Corp., where he manages and operates a Raymond James Financial Services branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes, support for wrap-fee advisory programs, and specialized municipal and retirement plan advisory services.

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

Series 66

Orlando, FL

Raymond James Financial

Bracher Brown is a financial advisor with Raymond James Financial in Orlando, FL, holding a Series 66 designation and bringing four years of industry experience. Prior to his current role, he has experience with LPL Financial and has been involved with King Complex since 2016. Outside of finance, he performs as a member of a recording and performing band. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individual, institutional, and nonprofit clients. The firm provides tailored, non-discretionary planning and consulting, supported by analytical tools to model potential outcomes, and maintains specialized services for municipal and public finance clients.

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

Series 63, Series 65

Jacksonville, FL

Raymond James Financial

Gregory Lowder is a financial advisor with Raymond James Financial Services Advisors, Inc. in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Raymond James in 2021, he worked at Ameriprise Financial Services, Inc. for six years. He is also associated with Agility Wealth Management, where he serves as a financial advisor. 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 emphasizes tailored, non-discretionary planning and employs risk profiling and modeling tools 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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Justin F

Series 66

Mentor, OH

Raymond James Financial

Justin Fritts is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., based in Mentor, OH. He has one year of experience in the financial industry and previously worked eight years at Stryker and one year at Paycom. 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 risk profiling and analytical tools, and supports its advisory programs with technology solutions and specialized municipal and public finance services.

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

Series 66

Coral Gables, FL

Raymond James Financial

Leander Marrero is a financial advisor with Raymond James Financial in Coral Gables, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2022, he worked at Morgan Stanley for one year and has experience in education from positions at the University of Central Florida and Bob Graham Education Center. He is also an associate at Private Wealth Management of Coral Gables. 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 offers tailored, non-discretionary planning and consulting utilizing 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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David R

Series 63

Destin, FL

Raymond James Financial

David Rauch is a financial advisor with Raymond James Financial in Destin, FL, holding a Series 63 designation and over 31 years of industry experience. He has been with Raymond James Financial Services since 2003 and Raymond James Financial since 2009. Rauch is also president of DMR Wealth Services, a support company, and serves as a director for Preserve Bluewater Bay Inc., a nonprofit focused on land preservation related to a local golf course. 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 emphasizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client decision-making.

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

Series 66

Bellevue, WA

Raymond James Financial

Joseph Woodland is a financial advisor with Raymond James Financial Services Advisors, Inc. in Bellevue, WA, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2013 and is also associated with Investment Associates, Inc. DBA The Wormeli Group in a business development and administrative role. 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 consulting using analytical tools to support client goals 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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Kassidy W

Series 66

Rapid City, SD

Raymond James Financial

Kassidy Wiedmeier is a financial advisor with Raymond James Financial Services, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James, she worked at Grable Investment Services and the Kadoka Area School District. Outside of her advisory role, she is a partner at Ferguson Ranch, where she manages cattle operations. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm employs tailored, non-discretionary strategies using analytical tools and supports both advisory programs and public finance services.

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

Series 66

Enid, OK

Raymond James Financial

Nicole Dirks is a financial advisor at Raymond James Financial with a Series 66 designation and four years of industry experience. She has worked at various divisions of Raymond James since 2021 and has experience in client communications and marketing through her role at K/H Financial. Outside of finance, she is involved with Circle D Farms LLC, an agricultural business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains a focus on municipal and public finance through specialized advisory arrangements.

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

Series 66

Osceola, WI

Raymond James Financial

Adele Hensley is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has previously worked in various roles including administrative and client service support for RiverGroup Financial Advisors. 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 institutional clients. The firm utilizes analytical tools and non-discretionary planning to tailor strategies to client goals 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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Stephanie L

Series 66

Fredericksburg, VA

Raymond James Financial

Stephanie Lopez is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and has prior experience working with AUW Management, Atlantic Union Financial Consultants, LLC, and Atlantic Union Bank since 2010. Outside of finance, she occasionally works as a second shooter for a local photography business on weekends. 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 a range of advisory programs and specialized services.

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

CFP®, Series 63

Mt. Dora, FL

Raymond James Financial

John Cumming is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc., where he has worked since 2009. He has 31 years of industry experience and holds a Series 63 license. Cumming serves as an independent contractor for Edgewater Family Wealth. 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 using risk profiling and modeling tools, and it 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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Kathryn P

CFP®, Series 63, Series 65

Indianapolis, IN

Raymond James Financial

Kathryn Parkins is a CFP® with 24 years of industry experience, currently serving at Raymond James Financial. She has worked with various branches of Raymond James since 2007. Outside of her advisory role, she owns and operates several businesses, including a tax preparation service and a bookkeeping and administration company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm offers non-discretionary, tailored strategies supported by analytical tools and maintains specialized services such as municipal advisory 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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Daniel K

Series 66

Williamsburg, VA

Raymond James Financial

Daniel Kita is a financial advisor with Raymond James Financial in Williamsburg, VA. He holds the Series 66 designation and has three years of industry experience. Prior to joining Raymond James, his work history includes positions at Woodforest National Bank and TowneBank, among others. 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, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and analytical modeling tools.

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

Series 63, Series 66

Mentor, OH

Raymond James Financial

Hunter Schmeltzer is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Carver Financial Services, Northcoast Research Partners, Charles Schwab & Co., and Kent State University. He is currently associated with Carver Financial Services LLC as a registered 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 emphasizes tailored, non-discretionary planning using analytical tools and models to support client goals and offers a 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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Sean M

Series 66

Tacoma, WA

Raymond James Financial

Sean Martin is a financial advisor with Raymond James Financial in Tacoma, WA, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Columbia Bank and has experience supporting financial advisors through client onboarding and administrative duties at Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual and high-net-worth clients, institutions, and charitable organizations. The firm employs a tailored, non-discretionary approach using fact-finding and risk profiling tools, and supports its clients through 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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Sam B

Series 63, Series 65

Lodi, CA

Raymond James Financial

Sam Bellestri is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Raymond James since 2009. Outside of his advisory role, he serves as an independent contractor at Hickingbottom Financial Services, Inc., providing financial services. 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 and consulting using analytical 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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Tevis W

Series 66

Surprise, AZ

Raymond James Financial

Tevis West is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2013 and owns a separate support company, T.W. FINANCIAL PLLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele that includes individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a range of advisory programs and institutional portfolio management.

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

Series 66

Highland, MI

Raymond James Financial

Joseph Janca is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked at Raymond James and Ballard Wealth Group since 2017. Outside of his advisory role, he provides client service support at Ballard Wealth Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports a wide network of advisors with specialized services, including 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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Thera E

Series 63, Series 66

Boca Raton, FL

Raymond James Financial

Thera Elliott is a financial advisor with Raymond James Financial Services Advisors, Inc. in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Prior to joining Raymond James, Elliott worked at Wells Fargo Clearing and Wells Fargo Advisors. She is also president of Elliott Wealth Strategies LLC, a support company related to her work at Raymond James. 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 advanced 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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