Robert West is a financial advisor with Raymond James Financial Services Advisors Inc. in Lufkin, Texas. He holds Series 63 and Series 65 credentials and has 16 years of industry experience. He has been with Raymond James since 2015 and is also affiliated with Two West Investments, Inc. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kurt Kowalski is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, he worked at Portnoy Schneck, LLC and operated his own law office for five years. He maintains his law license by meeting continuing education requirements, although he is not currently practicing. 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 organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools like risk profiling and probability modeling to support client goals.

Ryan Richards is a CFP®-certified financial advisor with 16 years of industry experience, currently affiliated with Raymond James Financial in Draper, UT. He previously worked at Morgan Stanley for six years before joining Raymond James in 2019. Richards is also the owner of Richards Private Wealth, 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, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

William Ellwood is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2017 and previously at Wells Fargo Advisors and Wells Fargo Clearing. Ellwood is also the owner of Ellwood Investments. 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 utilizes analytical tools to support client goals, with specialized capabilities in municipal and public finance advisory services.

Patrick Fazio III is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has been affiliated with Raymond James Financial Services Advisors Inc. and Chapman & Cardwell Capital Management since 2015. Fazio also has experience working with Coral Shore High School from 2016 to 2020. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Gilda Burket is a financial advisor at Raymond James Financial with two years of industry experience. She previously worked at Wells Fargo from 2014 to 2021 and has been associated with Raymond James Financial Services, Inc. and Mainsail Wealth Advisors since 2022. Burket is a Series 66 licensed professional. 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, corporations, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports advisory programs and institutional portfolio management.

Bryan Edwards is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Pinnacle Financial Partners and First Citizens Bank. He is also employed as a Licensed Bank Advisor at Pinnacle Asset Management, where he refers potential investment clients to Raymond James advisors. 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 using advanced analytical tools and supports both advisory programs and institutional consulting.

John Holmes Sr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing, and since 2020 has been associated with Oakcrest Advisors, Holmes Wealth Advisors, LLC, and Raymond James Financial Services Advisors. Outside of his advisory roles, he is involved in local community activities, serving as a committee member for the Belton Economic Development Corporation and holding a political office in Belton, Texas. 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 consulting using risk profiling and analytical modeling, and maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Dan Topping is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Keating and Converse Team Financial Services, LLC. Outside of advising, he owns and manages Affordable Mini Storage, LLC in Wichita, KS. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Nathan Szenay is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Raymond James and Morgan Stanley Smith Barney in various capacities since 2015. 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 services supported by analytical tools and maintains a notable affiliation with a municipal advisor, enhancing its municipal and public-finance offerings.

George Bethell is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services Advisors, Inc. since 2004. Outside of advising, he owns Malpaso LLC, a real estate brokerage focused on vacant land in Fayetteville, Arkansas. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it maintains unique affiliations supporting municipal finance and SIMPLE IRA Employer Advisory services.

Mary Sidney is a Series 63-registered financial advisor with Raymond James Financial Services, Inc. in Milwaukee, WI, where she has worked for 27 years. She has 38 years of industry experience. 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, charitable organizations, and institutional clients. The firm employs a non-discretionary approach tailored to client goals, using risk profiling and analytical tools to support investment decisions.

Norman Reid is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 15 years. Outside of finance, he coaches competitive gymnasts at Emerald City Gymnastics in Redmond, WA. 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 employs risk profiling and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

Brian Rapp is a financial advisor at Raymond James Financial with six years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including M Holdings Securities, Inc. and Greenberg & Rapp. Rapp has also served in non-investment roles related to insurance sales and financial advisory activities. 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 tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting.

Katie Tucker is a financial advisor with Raymond James Financial in Grand Rapids, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, her background includes roles at Northwood University, Marshall Community Credit Union, and Walmart. She is also employed as a financial advisor at 56th Street Wealth Strategies, LLC and Guide Point Financial Partners. 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 supported by analytical tools and maintains specialized municipal advisory and SIMPLE IRA consulting programs.

Michael Tutcher is a financial advisor at Raymond James Financial with 33 years of industry experience. He has held various roles within Raymond James since 2006 and is also the owner and CEO of Main Street Financial Group. Outside of financial advising, he owns and oversees a fat burning fitness center under Tutcher Family Enterprises. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and maintains specialized programs in municipal advisory and SIMPLE IRA employer consulting.

Beth Decker is a financial advisor at Raymond James Financial with 17 years of industry experience. She holds the ChFC® and Series 66 designations. Her prior work includes positions at Merrill Lynch, Pierce, Fenner & Smith Inc. and various Raymond James affiliates. 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 using analytical tools and supports advisory programs with a broad network of advisors.

Mark Bowlby is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has work history with Concord Wealth Strategies and MB&MB Consulting Group LLC, where he provides retirement planning, investment planning, and estate/wealth transfer services. 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 charitable organizations. The firm utilizes fact-finding and risk profiling tools to tailor recommendations and supports its clients through advisory programs and institutional consulting.

Sarah Shockley is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 credential and eight years of industry experience. Her background includes roles at Raymond James and Stifel, as well as ownership experience in the brewery and hospitality industries. 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, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs across a large network.

Nicholas Yates is a financial advisor at Raymond James Financial with five years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. His background also includes a role at the Ventura County Community Development Corporation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals through various advisory programs.