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Shaune M
Series 66
Tyler, TX
Raymond James Financial
Shaune Martinez is a Series 66-licensed financial advisor with seven years of industry experience, currently with Raymond James Financial in Tyler, TX. Prior to joining Raymond James, Martinez worked at Edward Jones for five years and has experience in both wealth management and banking. Outside of his financial career, he serves as a music leader for Sunday services at Mt Carmel Baptist Church. 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 offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique municipal advisory capabilities alongside specialized retirement plan consulting.
Jeffrey J
Series 63, Series 66
Lubbock, TX
Raymond James Financial
Jeffrey Jaynes is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His background includes roles at LPL Financial and First Bank And Trust, as well as ownership of his own advisory firms. Jaynes serves as a board member, executive committee secretary, and finance committee member for Goodwill Industries of Northwest 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, institutions, and charitable organizations. The firm offers non-discretionary, tailored advice supported by analytical tools and supports various advisory programs and institutional consulting services.
Donald M
Series 63, Series 65
Dublin, OH
Raymond James Financial
Donald Morris is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 42 years of industry experience. His prior work includes roles at Columbus Divorce Advisors and A Better Divorce Solution, where he has been involved since 2018. Morris is also a Certified Divorce Financial Analyst and an industry arbitrator for FINRA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management through a large advisor network.
Richard C
Series 63
Southport, CT
Raymond James Financial
Richard Camarda is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial Services Advisors Inc. and related entities since 2012. He is also involved as owner of Southport Financial Group, where he serves as branch manager and securities sales. 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 planning using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Matthew D
Series 66
Wilmington, DE
Raymond James Financial
Matthew Didomenico is a financial advisor with Raymond James Financial in Wilmington, Delaware, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Century Tax and Financial Services and Raymond James Financial Services Advisors. Outside of advisory work, he manages tax preparation and client meetings as a tax manager at Century Tax and Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advice supported by advanced risk profiling and modeling tools and maintains specialized services in municipal and public finance.
Brian S
Series 65, Series 63
Pompano Beach, FL
Raymond James Financial
Brian Straub is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Merrill for two years. Outside of his advisory role, Straub coaches youth lacrosse in Broward County and works part-time as a community companion for special needs children. 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 and consulting, supported by analytical tools and programs designed to address client goals and risk profiles.
Angela S
Series 66
Eagle, ID
Raymond James Financial
Angela Stonesifer is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. She has worked at Raymond James Financial Services since 2022 and previously worked with Backyard Living Source and Clipper Yacht Harbor. Outside of her advisory role, she serves as a Registered Client Associate at Bridgeway Wealth Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, using various analytical tools, and supports its clients through a broad network of advisors and affiliated firms.
James C
Series 63, Series 65
Brick, NJ
Raymond James Financial
James Capen III is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James Financial and its affiliate Raymond James Financial Services since 2009. Capen also operates as an independent contractor under the Banyan Wealth brand. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary financial planning and investment consulting, utilizing analytical tools and risk profiling to support client goals.
Nathan B
Series 66
Tacoma, WA
Raymond James Financial
Nathan Borchardt is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2020, following five years at Wedbush Securities Inc. Outside of his advisory work, he is an associate employee of The Commerce Company in Tacoma, 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, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to deliver non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Arthur G
Series 63
East Setauket, NY
Raymond James Financial
Arthur Gonsalves III is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds a Series 63 designation and has worked with Ameriprise Financial Services, Inc. from 2016 to 2019 before joining Raymond James in 2019. He is also associated with Girard Wealth Management Group as a branch manager and service financial advisor. 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, corporate and institutional clients, and charitable organizations. The firm employs non-discretionary planning and consulting tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Stephen W
Series 66, Series 63
Waukesha, WI
Raymond James Financial
Stephen Wattles is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 66 and Series 63 licenses and has 12 years of industry experience. His background includes roles at JP Morgan Securities LLC, Merrill, and Edward Jones. 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 provides tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, supporting client implementation through various advisory programs.
Thomas H
Series 63, Series 65
Richmond, VA
Raymond James Financial
Thomas Hughes is a financial advisor at Raymond James Financial Services Advisors, Inc. with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has been associated with Raymond James and TowneBank since 2015. Hughes also serves as an associate at TowneBank in Richmond, VA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, along with unique municipal advisory capabilities and specialized SIMPLE IRA consulting programs.
Roderick H
CFP®, Series 63, Series 65
Palm Desert, CA
Raymond James Financial
Roderick Hendry is a CFP® with 37 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Hendry is a board member of the California State University San Bernardino Philanthropic Foundation and serves as treasurer and board member of the Desert Symphony, a nonprofit organization supporting local symphonic performances. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm uses risk profiling and analytical tools to support non-discretionary planning and investment consulting while maintaining specialized programs for municipal advisory and SIMPLE IRA consulting.
Devon R
Series 66
Bethlehem, PA
Raymond James Financial
Devon Robinson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at firms including Merrill Lynch Pierce Fenner & Smith, Citizens Securities, and currently at Fulton Bank and Raymond James Financial Services Advisors, Inc. Outside of his advisory role, he is involved with 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, pension plans, corporations, and institutions. The firm employs non-discretionary planning and analytical tools to tailor recommendations, and maintains unique affiliations and service offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Vidak D
Series 66
St. Petersburg, FL
Raymond James Financial
Vidak Dobrila is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services since 2015. In addition to his advisory role, he is the owner of Westminster Property LLC, a business involved in property purchase, renovation, and rental. 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 planning and supports municipal and public-finance work through a unique municipal advisor affiliation.
Brett B
Series 63, Series 65
Ponca City, OK
Raymond James Financial
Brett Biddinger is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has seven years of industry experience. Prior to his current role, he worked at Marland Children’s Home for four years. In addition to his advisory work, he serves as an Independent Contractor at Harbor Wealth Management, where he is Director of Client Relations and also acts as a Financial Advisor. 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.
Kasey K
CFP®, Series 66
Madison, WI
Raymond James Financial
Kasey Kinney is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Madison, WI. Prior to this, Kinney held roles at WPS, Medico, United Health Care, Mass Mutual, and MetLife Securities. Kinney is also a co-owner and advisor at Tactical Financial Group, a local advisory practice operating under a DBA. 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 offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports both advisory programs and institutional portfolio management.
Patrick M
Series 63, Series 65
South Ogden, UT
Raymond James Financial
Patrick Mc Garry is a financial advisor with Raymond James Financial, holding Series 63 and 65 credentials and over 24 years of industry experience. He has worked with Raymond James Financial and Raymond James Financial Services, Inc. since 2002, and previously was involved with Retirement Healthcare Solutions, LLC. Outside of his advisory role, he serves as a volunteer clergy member for The Church of Jesus Christ of Latter-Day Saints, overseeing ecclesiastical programs and financial matters for local congregations. 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 institutional clients. The firm provides tailored, non-discretionary planning using analytical tools to align with client goals and supports municipal and public-finance work through a municipal advisor affiliation.
Patrick F
Series 63, Series 65
Greenville, SC
Raymond James Financial
Patrick Fitzsimmons is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Raymond James entities since 2013. He is also the owner of FFH Wealth Advisors LLC, doing business as Axia Wealth Advisors, a support company based in Greenville, SC. 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 uses tailored, non-discretionary planning and analytical tools to assist clients with their investment goals and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services and municipal advisory support.
Garrett R
Series 66
Windsor, CO
Raymond James Financial
Garrett Ramler is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of Colorado and First Interstate Bank, as well as service in the Wyoming Air National Guard since 2019. He also has a background with the University of Wyoming. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports a broad advisor network with specialized services in municipal and public finance.
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