Marcia Wolly is a financial advisor with Raymond James Financial and holds a Series 65 credential. She has 22 years of industry experience and concurrently serves as president and sole owner of Primary Research Inc., a market research and consulting company specializing in consumer and business-to-business behavioral surveys. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor recommendations, offering a range of advisory programs and supporting municipal and public-finance work through its affiliation with a municipal advisor.

James Watt is a financial advisor with Raymond James Financial in Boca Raton, FL, holding a Series 66 designation and 26 years of industry experience. He has been associated with Raymond James since 2009 and is also the president of J. B. Watt Wealth Strategies, Inc., which he founded in 2010. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm employs tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Charles Crowther III is a CFP® professional affiliated with Raymond James Financial in Birmingham, AL, with 43 years of industry experience. He has been with Raymond James Financial and Raymond James Financial Services since 2009. Outside of his advisory role, he is involved in several family farming operations in the Birmingham area. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals, utilizing various analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Frederick Keator is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63, 65, and 66 designations and over 32 years of industry experience. He previously spent 14 years with Wells Fargo Advisors Financial Network LLC before joining Raymond James in 2019. Outside of his advisory role, he is managing partner of Keator Group, LLC, president and sole owner of Chiara Corp, and serves as treasurer of the Lenox Police Association as well as a director of the Massachusetts Broadband Institute. 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 charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and a large network of affiliated advisors.

Cheri Dorzweiler is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and bringing 15 years of industry experience. She has been with Raymond James since 2016 and also serves as chief operating officer for Werth Wealth Management, LLC. Outside of advising, she is involved in bookkeeping and record keeping for HD LLC DBA Weld-Tech. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports a broad network of advisors with advisory programs and institutional consulting.

Marcus Quesenberry is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. He has been associated with Raymond James Financial Services Advisors since 2020 and previously worked at Preferred Imaging for twelve years. Outside of his advisory work, he is a silent investor in a pool maintenance franchise. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, institutional, and high-net-worth clients, offering tailored, non-discretionary advice supported by advanced analytical tools and specialized municipal and public-finance services.

Stephanie Busby is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 19 years of industry experience. She has worked at Raymond James Financial since 2010 and previously spent 14 years at First National Bank. Busby is also employed as a registered sales assistant at McCall and Associates. 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 utilizes risk profiling and modeling tools to deliver tailored, non-discretionary advice and supports municipal and public finance work uncommon among large institutional advisors.

Eugene Johnson IV is a CFP® with 29 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2018. Prior to this, he worked at SunTrust Investment Services, Inc. for eight years. He is also a trustee for the Johnson Family ILIT. 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 maintains specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

Girish Thakar is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2001 and Raymond James Financial since 2009. Thakar is also president of Thakar Financial LLC, a support company he owns. 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 consulting using analytical modeling and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Derek Collazo is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with firms including Axia Financial Advisors and Raymond James Financial Services. He is also involved in a support company, Derek Collazo, LLC, which is not investment related. 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 uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal and public-finance advisory services.

Gregory Haas is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked with several firms including Wells Fargo and KeyBank before joining Raymond James in 2025. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and a broad advisor network.

Stevan Raseta is a financial advisor with Raymond James Financial, holding a Series 66 credential and 18 years of industry experience. He previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, INC for 13 years. Outside of his advisory work, he owns Peak 28 LLC, a business related to real estate scouting. 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, pension plans, corporations, and institutions. The firm provides non-discretionary planning tailored to client goals and supports a broad advisor network, with notable expertise in municipal and public-finance work.

Jonathan Rogers is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at LPL Financial, llc for 10 years before joining Raymond James. Outside of advisory work, he is a licensed insurance agent selling fixed annuities and manages a small rental real estate business with his family. 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 using risk profiling and analytical tools, and supports various advisory programs along with specialized municipal and public finance services.

Christopher Vidler is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Northwestern Mutual in various capacities over 15 years. In addition to his advisory role, he is an insurance agent specializing in non-variable life, disability, and long-term care policies. 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 offers tailored, non-discretionary planning and supports institutional consulting and portfolio management across a large advisor network.

Catherine Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. in Madison, NC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Raymond James since 2016. Outside of her advisory role, she owns Living Stone, 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, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide advisor network, with a notable affiliation in municipal advisory services and specialized SIMPLE IRA consulting programs.

Thomas Hanks is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 65 credential and has one year of industry experience. Prior to joining Raymond James, he was a partner at Young, Hanks & Hanks CPAs PA and has experience with other CPA firms. He serves as chair of the board for the nonprofit Village on the Isle. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored planning and consulting using analytical tools and supports municipal and public finance through a unique municipal advisor affiliation.

Stacey Richmond is a CFP®-credentialed financial advisor with six years of industry experience, currently with Raymond James Financial Services Advisors, Inc. She previously worked at Edward Jones for nine years. Richmond also provides financial planning and services as an associate at CoWealth Advisors in Newnan, GA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools and has unique municipal advisory affiliations along with innovative plan-level consulting programs.

Brian Vance is a financial advisor with Raymond James Financial Services, Inc., holding a Series 63 designation and bringing 42 years of industry experience. He previously served at Travis County Emergency Service District #5 from 2015 to 2016. Outside of his advisory role, Vance is a Finance and Investment Committee member for the Ben Hur Shrine nonprofit and serves as a subject matter expert on the FINRA Continuing Education Content committee. 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 delivers tailored non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Luke Panning is a CFP®-designated financial advisor with 12 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones and Arcadia Capital. Outside of his advisory role, he serves on the finance and investment committee of the Holland Symphony Orchestra and is an active freelance musician and recording artist. 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 emphasizes tailored, non-discretionary planning using risk profiling and modeling tools and supports clients through a large network of affiliated advisors.

Michael Di Fillippo is a CFP® professional with five years of experience in financial advising, currently with Raymond James Financial. He has prior experience at Northwestern Mutual Wealth Management Company and Craig Haba. 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 entities. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, and it supports municipal and public-finance work through an affiliated municipal advisor.