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Michael R

Series 63

New Haven, CT

Raymond James Financial

Michael Raymond is a financial advisor with Raymond James Financial, holding a Series 63 designation and over 43 years of industry experience. He previously worked at LPL Financial and Cambridge Investment Research Advisors. His other business activities include involvement with Raymond Wealth Advisors in a non-investment related capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals and high-net-worth clients to corporations and institutional investors. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and probabilistic modeling to inform client strategies.

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

Series 63, Series 65, Series 66

Carmel, IN

Raymond James Financial

Douglas Macomber is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His previous work experience includes positions at Edward Jones, DWS Distributors, Inc., and Van Kampen Advisors Inc. 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 offers tailored, non-discretionary planning using analytical tools and supports advisory programs through an extensive advisor network.

General retirement planning Wealth management Founder/Business Owner Executive
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Susan K

CFP®, Series 63, Series 65

Pacific Grove, CA

Raymond James Financial

Susan Kendall is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP®, Series 63, and Series 65 credentials and bringing 30 years of industry experience. Her career includes over two decades at Commonwealth Financial Network and long-term involvement with Kendall Wealth Partners. She is also a CPA and provides tax and accounting services through her own practice. Raymond James Financial Services Advisors serves a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored financial planning and investment consulting using analytical tools and supports clients through advisory programs and institutional consulting.

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

Series 63, Series 65

Auburn, AL

Raymond James Financial

Andrew Lamar III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Raymond James since 2009 and previously led LaMar Financial Services. Additionally, he holds a patent related to marketing a particular term and is involved in that business. 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 advice using analytical tools and supports various advisory programs, with a notable affiliation to a municipal advisor and recent expansions in SIMPLE IRA employer consulting services.

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

Series 66

Rockaway, NJ

Raymond James Financial

Haris Hot is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Fulton Financial Advisors, MASSMUTUAL Life Insurance Company, and AXA Advisors. Outside of advisory roles, he has been involved with Fast Track Construction Systems Inc. for three years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary advice supported by analytical tools and offers 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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Casey K

CFP®, CFA®, Series 63, Series 65

Irving, TX

Raymond James Financial

Casey Kupper is a CFP® and CFA® charterholder with 24 years of industry experience, currently serving at Raymond James Financial in Irving, TX. He has been with Raymond James since 2015 and has also held a position at Southern Methodist University since 2019. Outside of his advisory role, Kupper is a co-branch manager and wealth manager at Cadent Capital, 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, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains programs that address municipal finance and SIMPLE IRA employer advisory services.

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

Series 63

Charleston, WV

Raymond James Financial

Robert Jones is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds a Series 63 designation and has worked with Raymond James since 2002. In addition to his advisory role, Jones serves as an officer and treasurer for Access Systems, a company he has been involved with since 2001. 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, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes 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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Kaitlin G

Series 63, Series 66

Naples, FL

Raymond James Financial

Kaitlin Gakstatter is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has worked at Raymond James since 2018 and is also involved with Oley Kinser Concierge Wealth, LLC. Outside of finance, she co-owns and operates an e-commerce eyewear business, City Sights Eyewear. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary planning using advanced analytical tools and supports clients through various 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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Nidcharan K

Series 63, Series 66

Portland, ME

Raymond James Financial

Nidcharan Kulsudja is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Edward Jones, JP Morgan Securities LLC, JPMorgan Chase Bank NA, and Bank of America Corp. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs with a focus on technology and specialized municipal and employer advisory services.

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

Series 66

Mequon, WI

Raymond James Financial

Benjamin Rennicke is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and previously worked at West Bend Insurance Company for seven years. Rennicke also has experience as an associate at Gentian Financial, Inc. 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 tools to model potential outcomes, 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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Matthew Z

Series 63, Series 66

Mill Creek, WA

Raymond James Financial

Matthew Zylstra is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory work, he serves on the finance and investment committee of Monroe Christian School, assisting with financial recommendations for the school’s operations. 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 planning and consulting using analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized 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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Kyle O

Series 66

York, PA

Raymond James Financial

Kyle O'Donnell is a financial advisor at Raymond James Financial with one year of industry experience. Before joining Raymond James, he worked at Becton Dickinson and Cintas. He is also an associate at Integrity Wealth Strategies, 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 institutional clients, using tailored, non-discretionary planning and 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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Bryson J

Series 66

Roswell, GA

Raymond James Financial

Bryson Jenkins is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2024 and is the founder of Founder Financial, LLC, a non-investment support company. Jenkins also holds a Property and Casualty insurance license related to a referral arrangement with a yacht broker. 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, nonprofits, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers unique services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting programs.

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

Series 63, Series 65

Saddle River, NJ

Raymond James Financial

Sarah Burrows is a financial advisor with Raymond James Financial in Saddle River, NJ, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Her prior experience includes roles at UBS Financial Services and Wiss Private Client Advisors. In addition to advising, she is involved as an associate employee in administrative work at Saddle River Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting 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 advisory programs 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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Peyton R

CFP®, Series 66

Rockville, MD

Raymond James Financial

Peyton Randolph is a CFP® and Series 66-licensed financial advisor at Raymond James Financial with one year of industry experience. Prior to his current role, he has worked in a variety of positions including at Virginia Tech Dining Services and as an advisor for Financial 360, LLC. 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 and supports municipal and public-finance work through specialized affiliations and advisory programs.

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

Series 66

Rocklin, CA

Raymond James Financial

Mandeep Kaur is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds a Series 66 designation and has worked at multiple firms, including a ten-year tenure at First Tech Federal Credit Union. Outside of her advisory role, she owns an Amazon fulfillment business operating through Alibaba. 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 nonprofit organizations. The firm focuses on tailored, non-discretionary planning and employs analytical tools to support client decision-making, offering 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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Jennifer M

CFP®, Series 65, Series 63

Rockville, MD

Raymond James Financial

Jennifer Meyer is a CFP®-designated financial advisor with 25 years of industry experience, currently with Raymond James Financial. She has worked at USAA Financial Advisors and supports business operations at Lee Sipe and Associates and Serving Those Who Serve. 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 institutional clients, using tailored, non-discretionary advisory services supported by analytical tools and risk profiling.

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

ChFC®, PFS™, Series 63

Arlington, TX

Raymond James Financial

Richard Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the designations ChFC® and PFS™ and bringing 30 years of industry experience. He has worked at Raymond James since 2013 and has also served as CEO of R. Barry Johnson & Company PC, an accounting and CPA firm, since 1990. In addition to his advisory role, he manages client relations and service at his accounting firm. 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 and investment consulting using various analytical tools and supports municipal and public finance work through its 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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Cynthiea L

CFP®, Series 63, Series 65, Series 66

Osprey, FL

Raymond James Financial

Cynthiea Locala is a financial advisor at Raymond James Financial with 33 years of industry experience. She holds the CFP® designation and multiple securities licenses, including Series 63, 65, and 66. Prior to joining Raymond James, she worked for UBS Financial Services for 10 years. She is also involved in two support companies, Just Cindy LLC and Momentum Wealth Partners LLC, where she serves in advisory and executive roles. 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, and institutions. The firm employs non-discretionary planning and consultative approaches tailored to client goals and supports municipal and public-finance work through its 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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Shawn W

Series 66, Series 63

Vancouver, WA

Raymond James Financial

Shawn Weidmann is a financial advisor with Raymond James Financial in Vancouver, WA, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. He previously worked at Fisher Investments for 13 years before joining Raymond James Financial Services and founding Weidmann Wealth Management in 2020. Outside of his advisory roles, he serves as a director of the Camas Whiskey Club, where he helps organize events and participates in charitable activities. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm employs tailored, non-discretionary planning and analytical tools to support its clients’ goals and maintains specialized programs for municipal and public finance as well as employer retirement plans.

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