Vance Newman is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at Edward Jones for 12 years before joining Boulder Creek Wealth Advisors and Raymond James Financial Services Advisors Inc. in 2017. Outside of advising, he is involved in several agricultural partnerships and co-owns a baseball training facility for youth in Rapid City, SD. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and supports both advisory programs and institutional portfolio management.

Adam Bloom is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the CFP® designation and Series 63 and 66 licenses. He has 27 years of industry experience, including 26 years at Edward Jones. Bloom is president of ASB Endeavors, LLC, his personal operating entity, and serves as a board member of the Associate Reformed Presbyterian Church Board of Benefits, overseeing health insurance and pension plans. 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 emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and also offers specialized municipal advisory and SIMPLE IRA employer consulting services.

Alan Graves is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Cetera Investment Advisers, Sunrise Wealth Advisors, and Ameriprise Financial Services. Outside of his advisory work, he serves as a Senior Registered Associate for Thakar Financial LLC. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual and institutional clients, using tailored, non-discretionary strategies supported by analytical tools like risk profiling and probability modeling. The firm also provides municipal advisory services and has developed specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Kathryn Collins is a CFP®-credentialed financial advisor with Raymond James Financial, bringing 19 years of industry experience. She is a partial owner and financial planner at Malison Financial Group, LLC, where she has worked since 2013. Collins also serves on the investment committee of the nonprofit Omni Montessori. 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 using analytic tools and supports various advisory programs across a large network.

Duhan Malali is a financial advisor with Raymond James Financial, holding a Series 66 credential and bringing 14 years of industry experience. He has worked at firms including Wells Fargo and Cetera Investment Services. Outside of advisory work, he is involved with Swept Inc, a social media platform business where he manages accounting and operational decisions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Letitia Gray is a financial advisor with Raymond James Financial in Dallas, TX, holding Series 63 and Series 65 credentials and having 24 years of industry experience. She previously worked at Commonwealth Financial Network and Lincoln Financial Advisors Corporation. Gray owns TEG Wealth Advisors, LLC and TEG Asset Management, LLC, entities related to her advisory and fixed insurance business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm provides tailored, non-discretionary planning and uses advanced analytical tools, supporting a broad advisor network and specialized municipal and retirement plan services.

Seth Adams is a CFP® with 21 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. in Atlanta, GA. His prior experience includes roles at Hightower Advisors, BlueRock Wealth Management, and Sagepoint Financial, among others. He is also involved with finoBlue, Inc., an outside business activity. 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 employs a non-discretionary, goal-oriented approach using risk profiling and modeling tools and is notable for its municipal advisor affiliation and specialized SIMPLE IRA advisory services.

Sarah Thomas is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Wells Fargo Clearing and Proequities, Inc. She has worked with various divisions of Raymond James since 2022. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary, tailored advice using analytical tools and supports municipal finance through a unique municipal advisor affiliation.

Leah Morris is a financial advisor at Raymond James Financial Services Advisors, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2019. Morris serves as a director on the board of CLM Private Foundation, a charitable organization. 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, and charitable organizations. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support client goals and portfolio management across a broad advisor network.

Aragorn Batsford is a financial advisor with Raymond James Financial in Hauppauge, NY, holding a Series 66 credential and bringing 19 years of industry experience. He has worked with Raymond James Financial and affiliated firms since 2006 and also owns 2 B Planning Inc, a business involved in insurance advisory and consulting. Additionally, he serves as successor trustee for a family trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and it maintains unique municipal advisory capabilities and specialized employer advisory programs.

Jack Shannon is a financial advisor at Raymond James Financial in Scottsdale, AZ, holding a Series 66 designation. He has been with Raymond James Financial and its affiliated entities since 2024. Outside the financial industry, he has experience working in nonprofit and hospitality sectors, including roles at North Point Ministries and Bagel Boys Cafe. 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 institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

Tiffany Dawson is a Series 66-licensed financial advisor with Raymond James Financial, based in Hartford City, IN. She has nine years of industry experience and has been affiliated with Raymond James Financial Services Advisors since 2017. Dawson also served at Lighthouse Church for four years and works as support staff at Taylored Financial. 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 clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Darin Shebesta is a CFP® professional with 18 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at Jackson Roskelley Wealth Advisors, Inc. for three years. He also teaches CFP Board Ethics Continuing Education courses for organizations including the Financial Planning Association and Kitces. Darin operates Possibility Wealth Advisors LLC as a DBA for his financial planning and investment advisory practice. 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, and institutional investors. The firm uses tailored planning and analytical tools to support client goals and offers unique municipal advisory services uncommon among large institutional advisors.

Douglas Mc Clure is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors for 10 years. He is also a co-owner and advisor at Legacy Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with specialized programs in municipal finance and retirement plan consulting.

Todd Sheets is a financial advisor with Raymond James Financial in Urbana, IL, holding Series 63 and Series 65 credentials and having 22 years of industry experience. He has worked with Raymond James Financial Services since 2004 and has served as an officer and vice president at Busey Bank since 2018. Sheets operates exclusively with Raymond James clients within the Busey Bank location. 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 risk profiling and modeling tools, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ingrid Schoppe is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services Advisors since 2013. Outside of her advisory role, she is an associate and registered client service associate at Tampa Bay Financial Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to 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 using analytical tools and supports a range of advisory programs and institutional portfolio management.

Preston Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Raymond James in 2026, he spent ten years at Edward Jones. 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 a range of advisory programs alongside specialized municipal and public-finance services.

Manuel De Pena is a financial advisor at Raymond James Financial with 10 years of industry experience and holds a Series 66 credential. His prior experience includes roles at Bradesco Bank and Bradesco Global Advisors. Outside of financial services, he is a shareholder in an educational tutoring and exam preparation business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporate, and institutional clients. The firm emphasizes tailored, non-discretionary advice using analytical tools and supports clients through various advisory programs.

Kevin Kane is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 designations and has 31 years of industry experience. He has been with Raymond James since 1999 and also owns a support company involved in a succession plan buyout for Greenwood Financial Services. Kane is active as a board member of a networking group and serves on a charity committee for a fraternal organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored non-discretionary advice using various analytical tools and supports clients through advisory programs and institutional consulting, with specialized capabilities in municipal finance and SIMPLE IRA employer advisory services.

Theodore Mulligan is a CFP® professional with nine years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked previously at Financial Strategies Retirement Partners, Acorn Financial, and Commonwealth Financial Network. Outside of advisory work, he is involved in fixed insurance sales and owns a residential real estate management company in Durham, NH. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm focuses on non-discretionary planning tailored to client goals and supports its services with tools such as risk profiling and probability modeling.