Isaac Beardmore is a Series 66 registered financial advisor with Raymond James Financial, based in Marietta, Ohio. He has 10 years of industry experience, including five years at Raymond James and five years at Wells Fargo Advisor Financial Network. Outside of his advisory work, Beardmore owns and operates several small businesses related to oil and gas consulting and royalties. 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, corporations, and institutional investors. The firm utilizes tailored non-discretionary planning supported by analytical tools and offers unique advisory programs including municipal and SIMPLE IRA consulting services.

Kathleen Intelisano is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 28 years of industry experience. Prior to her current role, she worked at Wells Fargo Clearing and Saybrus Partners. Intelisano is also a 25% owner and branch manager of Independent Financial Partners, where she has supervisory responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutions. The firm uses risk profiling and analytical tools to deliver tailored, non-discretionary planning and supports a broad network of advisors and affiliated firms.

Caden Allman is a financial advisor at Raymond James Financial with a Series 66 designation and less than one year of industry experience. Prior to joining Raymond James, he worked in education at Defiance High School, Defiance Middle School, and Ohio Northern University. He is also involved with Allman Enterprise. 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 uses tailored planning and analytical tools to support its recommendations and offers specialized programs such as wrap-fee advisory services and municipal advisory work.

Krysta Wright is a financial advisor at Raymond James Financial with Series 66 credentials and four years of industry experience. She has worked with various Raymond James affiliates since 2015. Outside of advising, she serves as treasurer for the nonprofit Dancing Horse Dressage & CT and acts as a healthcare power of attorney for her mother. 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 analytical tools and supports its clients through advisory programs and institutional consulting.

Alexander Duxbury is a Series 66-registered financial advisor with seven years of industry experience. He is currently affiliated with Raymond James Financial and Liberty Bank, where he provides comprehensive wealth management and investment planning services. His prior experience includes roles at Merrill Lynch and Nordstrom. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs tailored, non-discretionary advice supported by analytical tools and has specialized offerings in municipal finance and SIMPLE IRA employer advisory services.

Vincent Padilla is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at LPL Financial and INVEST Financial Corp. 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 specialized programs in municipal finance and SIMPLE IRA employer consulting.

Stuart Wainscott is a CFP® professional with over 31 years of industry experience, currently serving at Raymond James Financial. His career includes over 20 years with Raymond James & Associates and 14 years at US Airways. He owns AWA Group LLC, a business entity used for liability purposes. 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 uses tailored, non-discretionary planning supported by analytical tools and offers unique municipal advisory services and specialized SIMPLE IRA employer consulting programs.

Christopher Kuenzi is a financial advisor with Raymond James Financial in Beaver Dam, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he worked at Reed Chrysler Dodge Jeep Ram Inc for 18 years. He is also an associate and employee at Killingsworth & Vessey 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, corporations, and institutional clients. The firm employs analytical tools and tailored planning to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Paul Hofslien is a CFP® professional affiliated with Raymond James Financial, with 32 years of industry experience. He has been with Raymond James Financial Services since 2008. Outside of his advisory work, he owns and operates a farming business and serves as treasurer and board member for the Prior Lake Rotary Foundation. 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 model potential outcomes, supporting client implementation through various advisory programs and technology-driven solutions.

Gabriela Rubio is a CFP® professional with 18 years of industry experience, currently affiliated with Raymond James Financial. Her work history includes 13 years at RBC Capital Markets and recent roles at The Blackmont Group and Creative Financial Designs. 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 investors. The firm uses analytical tools and tailored strategies to support client goals and offers specialized programs in municipal and public finance as well as employer advisory services.

Dennis Mojares is a financial advisor with Raymond James Financial in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at M Holdings Securities, Inc. for nine years prior to joining Raymond James in 2025. Mojares is also an associate and financial advisor at Eagle Rock Wealth and Greenberg & Rapp. 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, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a large advisor network with specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Zachary Deboer is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones. He is also associated with Gentian Financial, where he meets with clients to develop and monitor financial plans. 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 uses analytical tools and risk profiling to tailor non-discretionary advice aligned with client goals and supports a broad network of advisors and affiliated firms.

Mark Mann is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 registrations and has 32 years of industry experience, including prior roles at Merrill and Bank of America. He is also associated with Quadrant A Capital Management, where he works alongside the branch manager and owner. 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, employing analytical tools and risk profiling to support client goals.

Yvonne Hall is a CFP® credentialed financial advisor with 33 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., having joined in 2023, and previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 14 years. Outside the financial industry, she is the proprietor of Yondi's Yoga, where she holds a 500-hour yoga teacher certification and teaches yoga sessions periodically via Zoom. 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, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using various analytical tools and supports its clients through advisory programs and external providers.

Myphuong Newsome is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at T. Rowe Price from 2015 to 2018 before joining various divisions within Raymond James since 2018. 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 focuses on non-discretionary planning and investment consulting tailored to client goals, employing analytical tools and offering advisory programs supported by a large network of affiliated advisors.

Ivett Mc Han Frank is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has worked with several financial institutions, including First National Bank of Omaha and First Investments and Planning. Outside of advisory work, she serves as an advisor assistant in a support role at a company in DeKalb, IL. 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 risk profiling and analytical tools, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kelly Haber is a financial advisor at Raymond James Financial with 19 years of industry experience. Before joining Raymond James in 2025, Haber spent nine years at Commonwealth Financial Network. Haber is a partner at Pioneer Valley Financial Group, where they manage daily operations, supervise advisors, and handle compliance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized services including municipal advisory and SIMPLE IRA employer consulting.

Kevin Fisher is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He worked at MetLife Securities, Inc. before joining Raymond James in 2016. Outside of his advisory role, he operates KRF Wealth Management as an independent insurance agency and serves as president of KRFISHER LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and corporations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a notable affiliation supporting municipal and public-finance work.

Kevin Fitzpatrick is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James, he spent nine years at Championship Productions. Fitzpatrick is also associated with Fitzpatrick Financial Services, Inc., where he serves as an associate and 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Howard Goodfriend is a financial advisor with Raymond James Financial in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James Financial Services and its affiliated entities since 2002 and is also owner and president of Goodfriend LLC, a support company related to his Raymond James practice. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients, using risk profiling and modeling tools to tailor non-discretionary advice. The firm supports advisory programs and institutional consulting while maintaining unique affiliations in municipal and public finance sectors.