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Matthew C

Series 65, Series 66

Rancho Cordova, CA

Raymond James Financial

Matthew Crowley is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. He is also an associate at First Northern Advisors in Rancho Cordova, CA. 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.

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

Series 63, Series 65

Waterford, CT

Raymond James Financial

Mark Catullo is a financial advisor with Raymond James Financial in Waterford, CT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2001 and with Raymond James Financial since 2009. 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 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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Richard S

Series 66

Neptune Beach, FL

Raymond James Financial

Richard Sikorski III is a financial advisor at Raymond James Financial with a Series 66 credential and four years of industry experience. His prior roles include positions at Merrill Lynch, Pierce, Fenner & Smith Inc. and Bank of America. He has also been involved in marketing and payroll support activities for associated businesses in Neptune Beach, FL. 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 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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Charles B

CFP®, Series 63, Series 66

New Bern, NC

Raymond James Financial

Charles Benson II is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Raymond James, he worked at Edward Jones for 18 years. Benson serves as treasurer for the New Bern Preservation Foundation. Raymond James Financial Services Advisors 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 and consulting using risk profiling and analytical modeling, and it maintains specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting programs.

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

Series 63, Series 65

Ann Arbor, MI

Raymond James Financial

Bruce Dunbar is a financial advisor with Raymond James Financial Services Advisors, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Raymond James since 2003. Outside his advisory role, he is president of Legacy Financial, his operating company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and maintains a notable affiliation with a municipal advisor to support its 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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Ryan D

CFP®, Series 65, Series 63

Fort Worth, TX

Raymond James Financial

Ryan Dignum is a CFP® credentialed advisor with 12 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2025 after eight years at Commonwealth Financial Network and prior roles at First Command Advisory Services and First Command Financial Planning. Outside of advisory work, he operates a tax preparation service serving approximately 50 individual clients annually. 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, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports specialized municipal and public-finance work uncommon among large institutional advisors.

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

CFP®, Series 66

Colorado Springs, CO

Raymond James Financial

Brian Boudreau is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2019. He previously worked at Edward Jones for eight years. Boudreau is also involved in entrepreneurial activities, including serving as CEO of Beta Partners Brian LLC and Your TaxLady and Co. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm delivers non-discretionary planning using analytical tools and supports advisory programs, municipal finance, and employer SIMPLE IRA consulting through a large network of advisors.

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

Series 63, Series 66

Palm Beach Gardens, FL

Raymond James Financial

Ryan Young is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley and The Vanguard Group. 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 and profit-sharing plans, corporations, charitable organizations, 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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Stanton I

Series 63, Series 65

Birmingham, AL

Raymond James Financial

Stanton Ingram Jr. is a financial advisor with Raymond James Financial in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He is also a principal of Ingram Partners, LLC, and affiliated with the Birmingham Investment Group. Ingram is involved in managing several business entities including support companies and investment partnerships related to his advisory practice. 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 employs tailored planning and analytical tools to support client goals and offers non-discretionary consulting alongside 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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Deborah L

CFP®, Series 66

Dallas, TX

Raymond James Financial

Deborah Lemoine Hickey is a CFP® professional with 11 years of industry experience, currently affiliated with Raymond James Financial in Dallas, TX. She has held roles at both Raymond James Financial Services Advisors, Inc. and Carter Advisory Services since 2014. Outside of her advisory work, she operates as an independent contractor for Carter Financial Management. 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 and analytical tools to support client goals and offers specialized programs such as municipal advisory services 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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Angel E

Series 66

Victorville, CA

Raymond James Financial

Angel Espino is a financial advisor at Raymond James Financial Services Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Outside of his advisory role, he is involved in community activities including serving as a project coordinator for Bear Valley Country Club, a visitor host for BNI, a member of the Chamber of Commerce in Apple Valley, and participates in community engagement for St. Mary’s Hospital. Raymond James Financial Services Advisors, Inc. offers tailored financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses risk profiling and analytical tools to support non-discretionary planning and promotes implementation through its advisory programs or other providers.

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

Series 66

Rochelle Park, NJ

Raymond James Financial

Louis Tomasella is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 25 years of industry experience. He manages LCT Wealth Management, LLC, and has been affiliated with Raymond James Financial since 2001. He also serves as power of attorney for a family member’s financial accounts. 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 offers tailored non-discretionary planning and consulting using analytical tools and supports a wide 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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Michelle M

Series 63, Series 65

Melbourne, FL

Raymond James Financial

Michelle Mcdonald is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and 11 years of industry experience. She previously worked for Truist Advisory Services and Truist Investment Services, with over a decade of service at Truist Bank. 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 utilizes risk profiling and analytical tools to tailor non-discretionary planning and encourages clients to implement recommendations through various advisory programs.

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

CFP®, Series 63, Series 65

Centennial, CO

Raymond James Financial

Terry Bevan is a CFP® professional with 17 years of industry experience, currently with Raymond James Financial. Prior to joining Raymond James in 2025, he worked at Commonwealth Financial Network for three years and Ameriprise for ten years. Outside of his advisory role, Bevan owns and operates Bevan Wealth Management as an independent contractor. 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 emphasizes non-discretionary planning tailored to client goals and supports a range of advisory programs while maintaining specialized municipal advisory services.

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

Series 63, Series 65

Costa Mesa, CA

Raymond James Financial

Lee Hinson IV is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Raymond James since 2004. In addition to his advisory work, he serves as president of Hinson Financial Group, Inc., a support company, and works part-time as a consultant with Elevon Wealth Management. 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, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and maintains specialized services such as municipal advising 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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Melvin S

CFP®, ChFC®, Series 63, Series 65

Montgomery, AL

Raymond James Financial

Melvin Sikes is a CFP® and ChFC® with 25 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2016. He has been involved in entrepreneurial ventures including ownership of Meridiem Advisory Group, LLC, a support company. 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 emphasizes tailored, non-discretionary planning and employs advanced analytical 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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Eileen K

Series 66

Morristown, NJ

Raymond James Financial

Eileen Kain is a financial advisor with Raymond James Financial in Morristown, NJ, holding a Series 66 designation and bringing 25 years of industry experience. Her career includes roles at Morgan Stanley, M.S. Howells & Co., and Montgomery Wealth Management LLC. She is also involved as an associate with 1792 Wealth Advisors, focusing on investment research and portfolio management. 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 emphasizes the use of analytical tools and technology, including AI and machine learning, to support its advisory programs.

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

CFP®, ChFC®, Series 63, Series 66

San Ramon, CA

Raymond James Financial

Thomas Kelly is a CFP® and ChFC® credentialed financial advisor with 34 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Edward Jones and Pacific Life. Outside of his advisory role, he is also involved as a musician in a band. 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 institutional clients. The firm employs analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting to client goals.

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

CFP®, Series 66

Tuscaloosa, AL

Raymond James Financial

Lindsey Deal is a CFP® and holds a Series 66 license with 15 years of industry experience. She is currently a financial advisor and partner at Thornhill Capital Management and has been affiliated with Raymond James Financial in various capacities since 2013. Prior to that, she worked at Morgan Keegan & Company, 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical modeling and maintains specialized programs in municipal advisory and SIMPLE IRA consulting.

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

CFP®, ChFC®, Series 63, Series 65, Series 66

Virginia Beach, VA

Raymond James Financial

Gayle Blachura is a CFP® and ChFC® with 26 years of industry experience. She is currently affiliated with Raymond James Financial Services Advisors, Inc., having joined in 2026 after a long tenure at Financial Security Advisory Inc. She is also an agent at Financial Security Group, Inc., where she prepares life and health insurance quotes and applications and provides financial planning and advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes tailored, non-discretionary planning supported by analytical tools and maintains specialized services such as municipal advisory support and the SIMPLE IRA Employer Advisory & Consulting Services program.

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