Fred Ymker is a CFP® professional with 32 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and previously worked at Legacy Wealth Group, Commonwealth Financial Network, LPL Financial, and Waddell & Reed. Ymker is a co-owner of Legacy Insurance Group, LLC, which focuses on fixed insurance sales. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports implementation through its advisory programs or other providers.

Casey Adkins is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Casey held roles at Todd Dudley & Associates and Huntington Internal Medicine Group. 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 provides tailored, non-discretionary planning and consulting, integrating risk profiling and modeling tools to support client goals.

Thomas Anderle is a financial advisor with Raymond James Financial in Cincinnati, Ohio, holding a Series 63 credential and 26 years of industry experience. He has been with Raymond James Financial and its affiliate since 2003. Anderle is also involved as a branch manager at Family Investment Services, Inc. and is the owner of Summit Financial, Inc., a pass-through S corporation related to Raymond James production. 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 institutions. 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.

Andrew Bentley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and one year of industry experience. Prior to joining Raymond James, he worked at MWA Financial Services Inc., Modern Woodmen of America, and NYLIFE Securities LLC. Outside of financial advising, he is an independent sales representative for Three Cord, LLC, a local screen print and embroidery company serving teams and groups. 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 and supports its recommendations through various advisory programs.

Justin Faber is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Mass Mutual, Liberty National, and the Marion County Sheriff’s Office. He is involved in local government through his role with the Kankakee County Board. 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 non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Patrick Reed Jr. is a financial advisor with Raymond James Financial Services, Inc. in Marietta, Ohio, holding a Series 66 designation and 11 years of industry experience. He has worked at Peoples Investment Services, Peoples Bank, United Bank, and PNC Bank during his career. Reed also serves as trustee of the Pat Reed Trust, which manages investments related to a life insurance policy within an irrevocable life insurance trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting services using advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Brent Soloway is a financial advisor with Raymond James Financial in Bellevue, WA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 33 years of industry experience and has been with Raymond James since 2013. In addition to his advisory role, he provides equity analysis and education for new advisors through Mainspring Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and utilizes analytical tools to support client goals, with a notable focus on municipal and public finance through its affiliation with a municipal advisor.

J Albano is a financial advisor at Raymond James Financial Services Advisors, Inc. with 30 years of industry experience and holds a Series 65 designation. His prior roles include positions at Proffitt and Associates, Lawhorn CPA Group, Verus Financial Partners, and his own firm, Albano & Associates, PLC. Outside of advising, he owns an accounting practice, J. Michael Albano CPA, where he prepares tax returns and assists with accounting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using detailed risk profiling and analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Matthew Kettering is a financial advisor with Raymond James Financial Services Advisors, Inc. in Bend, Oregon. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Since 2013, he has worked at Raymond James Financial and is also the owner and president of Kettering Investment Strategies LLC. Additionally, he assists with marketing activities for Sigmastim at psychiatric association conventions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers non-discretionary planning tailored to client goals, employs analytical modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Angela Duraine is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2021. Outside of her advisory role, she is involved with PortfolioVision, Inc., a support company based in Canton, Ohio. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning and consulting using quantitative tools and supports a wide network of advisors and affiliated firms.

Hal Sussman is a financial advisor with Raymond James Financial in Encino, CA, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has worked at firms including UBS Financial Services, Citigroup Global Markets, and Morgan Stanley Dw Inc. He is the CEO of Sussman Wealth Strategies Group and serves on the board and finance committee of the Young Musicians Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary, tailored advice using risk profiling and modeling tools and supports municipal and public finance advisory services.

Stephanie McCurry is a Certified Financial Planner (CFP®) with 38 years of industry experience. She has been with Raymond James Financial since 2009 and also associated with Raymond James Financial Services, Inc. since 2002. Outside of her advisory role, she serves as a finance and investment committee member for Lehman Memorial United Methodist Church and holds the Certified Divorce Financial Analyst (CDFA) designation. 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 various analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Joshua Halpern is a CFP® credentialed financial advisor with 28 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2007. Halpern also serves as a FINRA arbitrator and works as a life, long-term care, and disability insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical modeling and supports municipal and public-finance work through a unique municipal advisor affiliation.

Jason Gould is a financial advisor at Raymond James Financial Services Advisors, Inc. in Midland, TX, with 11 years of industry experience. He previously worked at Edward Jones for seven years and currently manages his own entities, Gould Family Financial and Gould Family Financial LLC, through which he performs financial advisory and related business operations. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary financial planning and investment consulting, employing analytical tools and risk profiling to support client objectives.

Ronald Montgomery is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James since 2016 and also owns Montgomery Financial Services LLC. Outside of his advisory role, he owns and manages Montgomery Property Management, LLC in Rockton, Illinois. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm utilizes tailored, non-discretionary planning and risk profiling tools to guide client decisions and supports specialized municipal and employer-based retirement plan consulting.

Scott Newberry is a financial advisor at Raymond James Financial in Memphis, TN, holding a Series 66 designation. He began his advisory career in 2026 after 28 years at International Paper Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports its clients through a broad network of advisory programs and specialized services.

Marcus Herman is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Nightwing Intelligence Solutions and held various roles in education and corporate sectors, including at Raytheon Technologies and multiple colleges. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Marissa Campbell is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. She holds a Series 66 designation and has held multiple roles at firms including Morton, Campbell & Shannon and MM Campbell Financial, Inc., where she serves as an officer. Outside of her advisory work, she is involved with supporting branch operations and client development through her roles in affiliated business entities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs, municipal finance, and specialized retirement plan services.

Jason Brashar Jr. is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has previous work experience that includes roles outside of finance at Slim Chickens and Burlington Coat Factory, as well as positions in education at the University of Colorado and Liberty High School. 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, institutions, and charitable organizations. 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.

Jillian Feehan is a financial advisor at Raymond James Financial with three years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked with Touchpoint Financial Advisor Group and Commonwealth Financial Network. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and modeling to tailor non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.