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John B

Series 63, Series 66

Redmond, WA

Raymond James Financial

John Babauta is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James and affiliated firms since 2020. Prior to this, he worked at Homestreet Bank for 13 years. Babauta is also an associate at Addison Avenue Investment Services, where he provides financial advice to members. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm employs tailored, non-discretionary planning and risk analysis tools to support client goals and maintains specialized programs such as 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 C

Series 66

Bad Axe, MI

Raymond James Financial

Tyler Colling is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 15 years of industry experience. His prior work includes roles at Fieldstone Wealth Management and Cherry Hill Financial. Outside of finance, he and his wife operate a farming business, T & K Colling Farms LLC, which grows a rotation of corn, dry beans, wheat, and soybeans on family-owned land. 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 advice supported by various analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA 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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Michael D

Series 63, Series 65

Garden City, NY

Raymond James Financial

Michael Di Silvio is a financial advisor at Raymond James Financial Services Advisors, Inc. with 49 years of industry experience. He held prior roles at Wells Fargo Advisors for 34 years and was involved with Di Silvio Wealth Management from 2020 to 2023. He is also an owner and managing partner of several wealth management support companies. 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 tailored, non-discretionary consulting using 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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Tina M

Series 66

Geneva, IN

Raymond James Financial

Tina Marbach is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and several years of experience in banking and financial services. Her background includes roles at FM Investment Services, F&M Bank, Wells Fargo, and other financial institutions. 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 investors. The firm uses tailored, non-discretionary planning and employs analytical tools to align strategies with client goals while supporting a wide advisor network and specialized 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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Robert M

CFP®, Series 63, Series 65

Morristown, NJ

Raymond James Financial

Robert Milligan Jr. is a CFP® professional with 28 years of industry experience, currently serving at Raymond James Financial. His prior roles include positions at Morgan Stanley and Concurrent Advisors. Outside of his advisory work, he owns Milligan Auction Company and acts as an auctioneer for nonprofit benefits. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools and supports a broad advisor network with specialized municipal and retirement plan consulting services.

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

Series 66

Honolulu, HI

Raymond James Financial

Keith Inouye is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds the Series 66 credential and has worked at Raymond James Financial since 2017. Prior to this, he was affiliated with First Hawaiian Bank and Bancwest Investment Services. Inouye is the managing member of AB Services LLC, a general business consulting firm that has been idle since inception. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals, using analytical tools and risk profiling, and maintains offerings that include 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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Mark D

Series 66

Seattle, WA

Raymond James Financial

Mark Defeo is a financial advisor at Raymond James Financial with a Series 66 designation and 26 years of industry experience. His career includes roles at Cetera, Columbia Bank, Steward Partners Investment Solutions, Umpqua Bank, and U.S. Bank. Outside of advisory work, he is involved with Columbia Wealth Advisors, where he refers clients for investment management, financial planning, and insurance services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored financial planning and investment consulting using analytical tools and supports non-discretionary advisory programs and institutional consulting across a large advisor network.

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

Series 65, Series 63

San Antonio, TX

Raymond James Financial

Wesley Taylor is a financial advisor at Raymond James Financial with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Raymond James, he worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services. He serves as a worship leader at First Presbyterian Church in San Antonio. 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 wide network of advisors and affiliated firms across various client segments.

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

Series 66

Duluth, MN

Raymond James Financial

Barbara Perrault is a financial advisor at Raymond James Financial with 19 years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial and its affiliated firms since 2009. Outside of her advisory role, she works as a Registered Client Service Manager for Ascential Wealth Advisors. 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 consulting using various analytical tools and supports its clients through a network of advisory programs and institutional services.

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

Series 66

Neptune Beach, FL

Raymond James Financial

John Mccann is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2011. He is involved with multiple business entities, including ownership of a personal LLC where he manages his commissions and a branch support company in Jacksonville. 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 and consulting using risk profiling and modeling 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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Jimmy E

Series 63, Series 65

Las Vegas, NV

Raymond James Financial

Jimmy Epley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has previously worked at Cetera and Avantax, and he manages JD’S Wealth Management Group, a tax-focused wealth management firm. Outside of advisory work, he serves as Vice-President of a nonprofit private school and is president of the Nevada Society of Enrolled Agents. 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 emphasizes tailored, non-discretionary planning supported by risk profiling and modeling tools, and it provides specialized programs such as 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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Alyssa B

Series 66

Houston, TX

Raymond James Financial

Alyssa Biggins Vacek is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and previously worked at Shell and Blackrock. Outside of her advisory role, she operates a support company called Biggins Wealth Services in Houston, TX. 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 advice using analytical tools and supports a wide advisor network, with notable capabilities in municipal finance and a SIMPLE IRA Employer Advisory program.

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

Series 66

La Crosse, WI

Raymond James Financial

Sean Collins is a financial advisor with Raymond James Financial in La Crosse, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Park Bank for 12 years and has been associated with State Bank Financial since 2022 as a bank associate. 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 employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized advisory programs, including municipal and public finance services.

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

Series 66

Cookeville, TN

Raymond James Financial

Faith Smith is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she gained experience at several small businesses and spent six years associated with Tennessee Technological University. Outside of her advisory work, she has been involved with entrepreneurial activities including operating a pet sitting service and engaging with small food and beverage ventures. 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 uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals 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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Jessica T

Series 63, Series 66

Orlando, FL

Raymond James Financial

Jessica Thompson is a financial advisor with Raymond James Financial in Orlando, FL, holding Series 63 and Series 66 licenses and with 28 years of industry experience. She has worked at Raymond James Financial since 2011 and is involved with Orlando Divorce Planning as a Certified Divorce Financial Analyst and Foundations Financial Partners as a support company owner. 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and partnerships.

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

Series 63, Series 65

Westlake, OH

Raymond James Financial

Michael Schafer is a financial advisor with Raymond James Financial in Westlake, Ohio, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He previously managed M&S Financial Services Dba Great Lakes, CPA's for 10 years and has worked with Raymond James Financial since 2009. Schafer serves as an officer and treasurer for a local condominium association. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and supports its advisors with analytical tools and a variety 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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Joshua L

Series 66

Decatur, IL

Raymond James Financial

Joshua Logan is a financial advisor with Raymond James Financial Services Advisors, Inc. holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2021, he worked at Edward Jones for one year and spent 14 years with Norfolk Southern Railroad. Logan also operates as a financial advisor within Hickory Point Bank through HPB Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and consulting to client goals, and maintains notable capabilities in municipal advisory and SIMPLE IRA employer consulting services.

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

Series 66

Auburn Hills, MI

Raymond James Financial

Kristin Braniff is a financial advisor at Raymond James Financial with six years of industry experience. She holds a Series 66 designation and has worked at various Raymond James entities since 2015. Outside of her advisory role, she is associated with Probst WM, LLC, a non-investment-related support company in Auburn Hills, MI. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and partnerships, with a notable affiliation to 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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Kenneth L

Series 63, Series 65

Chandler, AZ

Raymond James Financial

Kenneth Lafleur is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Charles Schwab and Morgan Stanley, where he worked from 2009 to 2018. He is also part owner of Chandler Wealth Management LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients, using tailored, non-discretionary strategies 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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Cameron D

Series 66

Albuquerque, NM

Raymond James Financial

Cameron Dunn is a financial advisor with Raymond James Financial in Albuquerque, NM, holding a Series 66 designation and beginning his advisory career in 2026. Prior to entering the financial industry, he served eight years in the United States Navy. Outside of finance, he is involved with Hops & Dough Taproom. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to provide tailored, non-discretionary advice 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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