Timothy Hogan is a CFP® professional with 32 years of industry experience, currently affiliated with Raymond James Financial in Saint Louis, MO. He has held roles at Raymond James and its affiliates since 2013 and operated his own financial practice for 30 years prior. Hogan is also the owner of Hogan Group Financial, LLC, a pass-through entity related to his financial services business. 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 employs tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized advisory programs.

Joshua Robbins is a financial advisor with Raymond James Financial in New Orleans, LA, holding a Series 66 designation. He has professional experience across several financial institutions including Charles Schwab and Regions Bank, beginning his advisory role in 2026. Robbins has also been affiliated with academic institutions such as Hendrix College and the University of Arkansas at Little Rock. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools, supporting clients through advisory programs and maintaining specialized services in municipal finance and employer retirement plans.

Marcia Sue Spellman is a CFP® professional with over 51 years of industry experience, currently affiliated with Raymond James Financial in Dallas, TX. Her career includes long-term roles at Raymond James Financial and Raymond James Financial Services, Inc., along with prior work in insurance. She is involved in personal private investments through entities such as Biga International, LP and multiple Cloud Fund partnerships. 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, corporations, and institutional investors. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs including municipal and public finance advisory services.

Charles Foresyth is a CFP® professional with 27 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has held roles at Raymond James since 2016, including positions with Ivy Distributors and Waddell & Reed. Outside of his advisory work, he serves as a Deacon and Finance Committee member at Pritchard Church in Charlotte, NC, where he supports endowment review activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains specialized programs for municipal finance and SIMPLE IRA employer consulting.

Brian Osner is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Raymond James Financial. His prior experience includes eight years at Ameriprise Financial Services. Outside of advising, he is involved as a partner and owner in several local businesses, including Foote Hansan Davis Inc and HIS German Autoparts. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting services.

Michael Robertson is a financial advisor at Raymond James Financial with a Series 65 designation and approximately one year of industry experience. Prior to his advisory role, he worked in education, teaching at both the University of Florida and Liberty University, as well as at Venice High School and Venice Middle School. 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 employs analytical tools such as risk profiling and modeling to support client goals.

Holly Hood is a financial advisor at Raymond James Financial with 19 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Signature Private 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 plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports various advisory programs, with notable municipal and public finance expertise uncommon among large institutional advisors.

Douglas White is a financial advisor with Raymond James Financial in Amarillo, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Raymond James Financial and its affiliated entities since 2001 and also serves as Vice President at Amarillo National Bank. 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 employs tailored, non-discretionary planning and analytical tools to support client goals and provides a range of advisory programs along with specialized municipal and retirement plan consulting services.

Lori Frise is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. She has worked at Raymond James Financial since 2008 and has prior experience with Coastal Lending Group and JTB International and Global Advisory Group. Outside of her advisory work, she manages an AirBnB rental property in Martinsville, VA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Derek Uehara is a CFP® credentialed financial advisor with Raymond James Financial, based in Las Vegas, NV, and has 26 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2010. Outside of his advisory role, he is a writer of the book "Don't be a zombie -- seize control while you still can!" and serves as an emcee for special events and group meetings. 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 risk profiling and modeling tools and supports advisory programs alongside a municipal advisor and specialized consulting services.

Parker Sherry is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and two years of industry experience. He previously worked with Cambridge Investment Research Advisors and has held various roles in education and community organizations. Outside of his advisory work, he is involved as an insurance agent with WRS Insurance Solutions. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations, utilizing analytical tools and risk profiling to support non-discretionary investment decisions.

Mary Gouveia is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to joining Raymond James, she worked at several firms including Fidelity Brokerage Services LLC, Merrill, and SunTrust. Outside of her advisory role, she was the owner of A La Carte Event Rentals Inc., where she managed the business books and records. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Ezra Altaras is a CFP® with 20 years of experience in the financial services industry. He has worked at Raymond James Financial Services Advisors, Inc. since 2020 and previously spent 12 years at Wells Fargo Advisors. He is the owner and managing director of Altaras Financial Group LLC, an independent financial services firm affiliated with Raymond James Financial Services. 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 entities. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals and supports a broad advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting.

David Burgio Sr. is a financial advisor at Raymond James Financial Services Advisors, Inc. with 32 years of industry experience. He holds the PFS™ credential and Series 63 and 65 licenses. Prior to joining Raymond James in 2025, he worked at Commonwealth Financial Network and Lincoln Financial Advisors Corporation. He also owns and operates a financial planning practice through Custom Wealth Strategies, LLC, and provides income tax preparation services for individual clients. 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 institutions. The firm emphasizes tailored, non-discretionary planning using analytical tools and risk profiling, and it supports clients through various advisory programs and specialized consulting services.

Jennifer Robinson is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and is based in Wellington, FL. Outside of her advisory role, she works as an associate at Boynton Financial Group, Inc., providing client support. 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 its clients through various advisory programs and institutional services.

John Reber is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has seven years of industry experience. His background includes roles at Hampton Financial and Ike Holdings LLC, where he is an independent contractor. Raymond James Financial Services Advisors serves a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored financial planning and investment consulting, employing risk profiling and analytical modeling to support client goals.

Heather Parson is a financial advisor with Raymond James Financial Services, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. She has been with Raymond James since 2014. Outside of her advisory role, she operates an Airbnb rental from her home. 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 entities. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

David Bremer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Raymond James, he worked at Edward Jones and served in the Department of the Army and the US Army National Guard. He is also an insurance agent, providing client consultations and policy recommendations related to insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm uses tailored, non-discretionary planning and consulting supported by analytical tools, and maintains specialized programs including municipal and SIMPLE IRA advisory services.

Nicholas Combs is a financial advisor at Raymond James Financial with eight years of industry experience. Prior to joining Raymond James in 2019, he worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, as well as the Thorne Insurance Agency. He holds Series 63 and Series 65 designations. 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, pensions, corporations, nonprofits, and institutions. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, supporting implementation through advisory programs and other providers.

Amanda Woolbright is a financial advisor with Raymond James Financial in Cookeville, TN, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior work experience includes roles at Maxx Tax, Tennessee Technological University, and Cookeville Medical Clinic RHC. 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 using analytical tools to align with client goals and supports municipal and public finance work through a unique municipal advisor affiliation.