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Ximena B

Series 63, Series 66

McLean, VA

Raymond James Financial

Ximena Brito is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Truist/SunTrust Advisory Services, Inc. from 2016 to 2024. In addition to her advisory role, she is an associate at Pinnacle Asset Management, where she supports clients with banking and investment needs. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance activities 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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Jason B

Series 65, Series 63

Boca Raton, FL

Raymond James Financial

Jason Berk is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 63 licenses and having 19 years of industry experience. His prior experience includes roles at LPL Financial, Kestra Advisory, and his own firms, Berk Wealth Management and Peak Strategies LLC, where he currently serves as CEO. Outside of his advisory work, he is a part owner of LGB Public Relations, an entertainment public relations company, for estate planning purposes. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary advice supported by analytical tools and maintains a broad advisor network that includes municipal advisory services and specialized retirement plan consulting.

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

Series 63

Worthington, OH

Raymond James Financial

Kevin Foley is a financial advisor with Raymond James Financial in Worthington, Ohio, holding a Series 63 designation and over 43 years of industry experience. He has been with Raymond James Financial since 2009 and has operated Financial Advisors Resources and Foley & Fields Wealth Strategies, both support companies related to his advisory practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, 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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Seth M

Series 66

Montgomery, AL

Raymond James Financial

Seth Meadows is a financial advisor at Raymond James Financial with five years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2021. Outside of his advisory role, he is an associate at Meridiem Advisory Group LLC, where he dedicates significant time to client services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and nonprofit entities. The firm employs a non-discretionary approach utilizing analytical tools and risk profiling to tailor recommendations aligned with client objectives.

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

Series 66

St. Petersburg, FL

Raymond James Financial

Joseph Godbout is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has worked with multiple firms including Purshe Kaplan Sterling Investments and Valic Financial Advisors. He is also involved as an associate employee with Goodrich Wealth Planning in St. Petersburg, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses analytical tools and tailored strategies to support client goals and offers specialized programs including municipal advisory services and 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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Tyler W

Series 65, Series 63

Liberty Hill, TX

Raymond James Financial

Tyler Ware is a financial advisor at Raymond James Financial with five years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Woodmen Financial Services, Inc. and Texas State University. Outside of his advisory role, he is also an insurance agent with Oak Crest Insurance. 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 institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through an affiliated municipal advisor.

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

Series 66

St Petersburg, FL

Raymond James Financial

Elizabeth Emmons is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Raymond James Financial Services, Inc. since 2010. 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 employs tailored, non-discretionary planning and consulting approaches that utilize risk profiling and analytical modeling 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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Kristine B

Series 63, Series 66

St. Petersburg, FL

Raymond James Financial

Kristine Bergin is a financial advisor with Raymond James Financial Services Advisors Inc. She holds Series 63 and Series 66 designations and has 28 years of industry experience. Her work history includes nine years at Raymond James and four years at GF Investments/Global Financial Private Capital, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services including municipal advisory work and 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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Jennifer C

Series 66

Beaver, PA

Raymond James Financial

Jennifer Cepek is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked with Communicycle Beaver County Inc and Trinity School for Ministry. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, and institutional entities. The firm offers tailored, non-discretionary advice using analytical tools and supports both advisory programs and municipal finance work.

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

Series 63, Series 65

Portland, OR

Raymond James Financial

John Nelson is a financial advisor with Raymond James Financial in Portland, OR, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been associated with Raymond James Financial and its affiliates since 2003 and also works with The Commerce Company as an associate. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools 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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Stewart F

ChFC®, Series 63, Series 65

Westerville, OH

Raymond James Financial

Stewart Flaherty is a financial advisor at Raymond James Financial with 54 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Commonwealth Financial Network and LPL Financial. Outside of his advisory work, he is an author of two financial planning books and serves as CEO of two consulting firms. 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 investment consulting using risk profiling and analytical modeling and supports municipal and public finance through a unique 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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Hunter C

CFP®, Series 63, Series 66

Winston Salem, NC

Raymond James Financial

Hunter Coords is a CFP® professional with 19 years of experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2019. His prior roles include positions at Pinnacle Bank and FTB Advisors, Inc. In addition to his advisory work, he is involved in agriculture through Reveille Ridge Ranch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and corporations. The firm offers non-discretionary planning and consulting tailored to client goals, supported by analytical tools and a range of advisory programs.

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

Series 66

Virginia Beach, VA

Raymond James Financial

Jordan Ramirez is a Series 66-licensed financial advisor with six years of industry experience, currently practicing at Raymond James Financial in Virginia Beach, VA. He has held advisory roles at TowneBank and Raymond James Financial Services Advisors, Inc. since 2017. Ramirez is also involved in support activities related to Towne Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and corporations. The firm uses tailored, non-discretionary planning with risk profiling and analytical modeling and supports municipal finance work through unique affiliations.

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

Series 66

Seattle, WA

Raymond James Financial

Rory O'Sullivan is a financial advisor with Raymond James Financial Services Advisors, Inc. in Seattle, WA, holding a Series 66 credential and 12 years of industry experience. He has worked at Wells Fargo Funds Distributor, LLC and BMO Harris Financial Advisors, Inc. before his current roles starting in 2018. O'Sullivan serves as a board member and finance committee member for the Magnolia Chamber of Commerce. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique capabilities in municipal finance 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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Vincent B

Series 66

Hibbing, MN

Raymond James Financial

Vincent Benkusky is a financial advisor at Raymond James Financial with one year of industry experience and holds a Series 66 designation. His prior work history includes roles at National Bank of Commerce and University of Minnesota - Duluth. Outside of finance, he has been involved with Tom and Jerry's since 2022. 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 clients. The firm employs tailored, non-discretionary planning and risk profiling using analytical tools to support client goals and offers specialized programs such as wrap-fee advisory services and 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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Richard S

Series 63, Series 66

Bethany Beach, DE

Raymond James Financial

Richard Solloway is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has operated Solloway Investment Group LLC since 2012. Outside of his advisory work, he owns Solloway Tax Services LLC, providing tax preparation and advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports various advisory programs, including specialized offerings for municipal clients and 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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Cornelius L

Series 66

Roseville, CA

Raymond James Financial

Cornelius Leahey IV is a financial advisor at Raymond James Financial with a Series 66 credential. He began his career in the financial industry in 2026 following various roles in retail and service industries and academic experience at Gonzaga University. 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 supported by analytical tools and maintains specialized programs in municipal advising 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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Matthew D

Series 63, Series 66

Boulder, CO

Raymond James Financial

Matthew Dolan is a financial advisor at Raymond James Financial with 20 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2021 and previously spent 15 years at Edward Jones. Outside of his advisory role, Dolan is the owner and president of MJD Financial Services, LLC, a support company. 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 a non-discretionary approach tailored to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

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

CFP®, Series 66

The Woodlands, TX

Raymond James Financial

Mark Pond is a CFP® with 23 years of experience in financial advisory, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked at Raymond James & Associates and manages his own entities, MAP Wealth Management LLC and Pond Wealth Management. He is a volunteer member of the Finance Committee at Frassati Catholic High School in Spring, TX. 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 tailored non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public-finance work through a related municipal advisor.

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

Series 65

Pittsburgh, PA

Raymond James Financial

Jaime Croissant is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Touchstone Capital, Robert W. Baird & Company, and Hefren-Tillotson. Outside of finance, he teaches personal art lessons once a week. 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 using analytical tools and supports municipal and public finance work through a unique 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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