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Christina G

Series 63, Series 66

Hummels Wharf, PA

Raymond James Financial

Christina Greak is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Raymond James since 2015 and also has tenure at Fulton Bank and Fulton Financial Corporation. Outside of her advisory role, she serves as Vice President at Fulton Financial Advisors in a non-investment capacity. 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 employs tailored, non-discretionary planning utilizing risk profiling and analytical tools to support client goals, and it maintains distinctive 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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Toni J

Series 66

Grand Rapids, MI

Raymond James Financial

Toni Jones is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. She has worked at various divisions within Raymond James since 2015. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services including municipal advisory work 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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Zebradee J

Series 63, Series 65

Perrysburg, OH

Raymond James Financial

Zebradee Jackson is a financial advisor with Raymond James Financial in Perrysburg, OH, holding Series 63 and Series 65 licenses and 27 years of industry experience. His career includes roles at Osaic FA, Inc. and Citizens Securities, Inc. He is also involved as an associate with FM Investments, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, corporations, and institutional entities. The firm employs analytical tools for tailored non-discretionary planning and supports advisory programs with a focus on technology and 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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Alyssa C

Series 66

Manasquan, NJ

Raymond James Financial

Alyssa Cannuli is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. from 2015 to 2019 before joining Raymond James Financial Services, Inc. in 2020. Alyssa is also licensed as a broker in non-variable insurance, selling disability, whole, term, and life insurance. 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, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and analytical tools and supports its 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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Tuong T

CFP®, Series 63

Rockville, MD

Raymond James Financial

Tuong Ta is a CFP® professional with one year of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James, he worked at Edward Jones and PNC Bank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm uses fact-finding, risk profiling, and modeling tools to tailor non-discretionary planning and consulting to client goals, supporting implementation through advisory programs and other providers.

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

Series 66

Brant Lake, NY

Raymond James Financial

Olivia Wood is a financial advisor with Raymond James Financial holding a Series 66 designation and three years of industry experience. Her prior experience includes five years at RBC Capital Markets and roles at Adirondack Wellness Group and Aim Services. Outside of finance, she was involved with The Lazy Moose Garden Market for five years. 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 uses tailored, non-discretionary planning and analytical tools to support client goals and offers programs that incorporate technology and advanced modeling techniques.

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

Series 63

Scottsdale, AZ

Raymond James Financial

Colleen Lundy is a financial advisor with Raymond James Financial in Scottsdale, AZ, holding a Series 63 designation and 35 years of industry experience. She has been with Raymond James Financial Services Advisors Inc. since 2012 and founded Lundy Investments PLLC in 2022. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services including municipal and public finance advisory as well as 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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Timothy C

Series 63, Series 66

Gilbert, AZ

Raymond James Financial

Timothy Clemens is a financial advisor with Raymond James Financial Services Advisors, Inc. in Gilbert, Arizona, holding Series 63 and Series 66 credentials and having 15 years of industry experience. His career includes roles at Merrill, Bank of America, and LPL Financial, alongside current positions with Desert Financial Credit Union and Desert Schools Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools, and it maintains specialized offerings such as municipal advisory services 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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Amy A

Series 66

Andersonville, TN

Raymond James Financial

Amy Allen is a financial advisor with Raymond James Financial and holds a Series 66 designation. She has 19 years of industry experience, including 16 years at Ameriprise Financial Services and five years at Ameriprise Financial Services, LLC. Outside of her advisory role, she has been involved with the Anderson County Fair since 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individual and high-net-worth clients to institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliated municipal advisor arrangement.

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

Series 63, Series 66

Centennial, CO

Raymond James Financial

Douglas Applegate is a financial advisor with Raymond James Financial Services Advisors Inc. He holds Series 63 and Series 66 credentials and has 27 years of industry experience. Prior to joining Raymond James in 2017, he worked at Edward Jones for 16 years. He is also the owner and president of Centennial State Wealth Advisors, a support company that conducts business with Raymond James Financial Services. 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 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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Christopher S

CFP®, Series 63, Series 65

Ponte Vedra, FL

Raymond James Financial

Christopher Sivley is a CFP® professional with 28 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. His prior roles include positions at Truist Advisory Services and Bb&T Securities. He is also a co-owner of Turner-Sivley, LLC, which holds shares of private placements. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients, offering tailored, non-discretionary advisory services supported by advanced analytical tools and a broad advisor network.

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

Series 63

San Angelo, TX

Raymond James Financial

Stephen Sherrod is a financial advisor with Raymond James Financial in San Angelo, Texas, holding a Series 63 designation and with 47 years of industry experience. He has been associated with Raymond James Financial and related entities since 1990 and is also involved in nonprofit leadership as the president of a local organization. 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, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting, utilizing analytical tools to model potential outcomes and supports various 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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Philip R

Series 63, Series 65

Newmarket, NH

Raymond James Financial

Philip Richardson is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James since 2000. In addition to his advisory role, he operates an independent accounting practice as a CPA outside of investment hours. 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 advice supported by analytical tools and maintains 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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Thomas R

Series 63, Series 65

Lexington, KY

Raymond James Financial

Thomas Roberts is a financial advisor with Raymond James Financial in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Raymond James Financial since 2002 and serves as Vice President at Central Investment Center Inc., a support company, alongside his advisory role. Roberts also has experience with Central Bank & Trust and has worked as a professional referee. 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, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting, with a notable affiliation in municipal and public finance.

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

Series 63, Series 65

Portland, TX

Raymond James Financial

Brad Feldman is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 29 years of industry experience. Feldman has worked at Security Service Investment Group since 2020 and has been with Raymond James affiliates and Security Service Federal Credit Union since 2015. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting, using analytical tools to assess potential outcomes, 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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Frank C

Series 63, Series 65

Armonk, NY

Raymond James Financial

Frank Calderone is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is a bass player for the band HeadFirst and also owns Calderone Financial Services, Inc., a support company. 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 a range of advisory programs alongside 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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Presley J

Series 63, Series 65

Las Vegas, NV

Raymond James Financial

Presley Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked at Raymond James since 2017 and previously at Wells Fargo Advisors Financial Network LLC. Outside of advising, he writes and self-publishes a Western book series, the "Evil Stryker Series," under the pen name Wes Rand. 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 delivers tailored, non-discretionary planning and supports a broad advisor network with a focus on analytics, technology integration, and 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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Glen B

Series 63, Series 65

Harrison, AR

Raymond James Financial

Glen Battisto is a financial advisor with Raymond James Financial in Harrison, AR, holding Series 63 and Series 65 registrations and having 39 years of industry experience. He has been with Raymond James since 2006 and owns Battisto Wealth Management, an LLC focused on investment advisory services. 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. The firm offers tailored, non-discretionary advisory services using 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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Brittany M

Series 66

Massillon, OH

Raymond James Financial

Brittany Motyka is a financial advisor at Raymond James Financial with seven years of industry experience. She previously worked at Edward Jones for nine years. Motyka is also involved with Stoll Financial Group LLC as an independent advisor. 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, using a tailored, non-discretionary approach supported by advanced analytical tools.

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

Series 63

Indianapolis, IN

Raymond James Financial

Frank Becherer is a financial advisor with Raymond James Financial Services Advisors, Inc. in Indianapolis, IN, holding a Series 63 designation and 42 years of industry experience. His prior roles include positions at Sanctuary Advisors, LLC and Sanctuary Securities, Inc. He is the owner of Frank Becherer LLC and Legacy Wealth Partners LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm employs tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and offers specialized programs including 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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