Darina Barciak is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Wells Fargo. Barciak is based in Boulder, CO. 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 supports municipal and public finance advisory services alongside specialized retirement plan consulting.

Matthew Bower is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. Prior to joining Raymond James in 2024, he spent nine years with Edward Jones. He is president of Bower Wealth Management and is involved in a partnership marketing venture under Gilmore, Bower & Fernandez. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored non-discretionary planning and investment consulting through a large advisor network and supports municipal and public finance work with a distinctive affiliate municipal advisor arrangement.

Keith Ryan is a financial advisor at Raymond James Financial Services Advisors, Inc. with 10 years of industry experience. He holds the Series 65 and Series 63 designations and has worked previously at Anlon Financial Strategies, Commonwealth Financial Network, and KSG Advisors. In addition to advising, Ryan provides legal consulting services through Savage Holdings, LLC. 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 emphasizes tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Michael Irwin is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Raymond James Financial Services, Inc. since 1998. Outside of advisory work, he is the owner of Irwin Financial, Inc., a support company. 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 investors. The firm uses tailored, non-discretionary planning and employs analytical tools such as risk profiling and modeling to support client goals.

Christopher Yanson is a financial advisor with Raymond James Financial in Towson, MD, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He is the owner of Armory Financial and has been involved with Gregmark, LLC since 2013. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations, using analytical tools and tailored, non-discretionary planning to support client goals.

James Alders is a financial advisor at Raymond James Financial with 39 years of industry experience. He held a position at Comerica Securities for 28 years before joining Raymond James Financial Services Advisors, Inc. in 2023. Alders is a founding partner of BrightHawk Wealth Management LLC and operates Alders Wealth Management LLC as an independent contractor. 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 institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized programs including municipal advisory services and employer SIMPLE IRA consulting.

Sharon Chapman is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Raymond James Financial Services, Inc. since 1996 and has been involved with Capital Wealth Management Group LLC since 2011. 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 and supports municipal and public-finance work through its affiliation with a municipal advisor.

Aaron Mabon is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He previously worked at Commonwealth Financial Network for 13 years before joining Raymond James Financial Services Advisors, Inc. in 2025. Outside of his advisory role, Mabon is a partner in TNI Realty, Inc. 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 emphasizes non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Steven Epp is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Think Mutual Bank for sixteen years. In addition to his advisory role, he serves as a program manager for Think Financial Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Nathaniel Bethea is a financial advisor with Raymond James Financial holding a Series 66 credential and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Fulton Financial Advisors. He is also the owner of Romar Wealth, an independent contractor business supporting his work at Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports its clients through various advisory programs and institutional consulting.

Stuart Malakoff is a CFP® professional with 24 years of industry experience, currently associated with Raymond James Financial. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 15 years before joining Raymond James in 2020. Malakoff serves as Treasurer and board member of Friends of the Children Central Oregon, a nonprofit organization focused on community support. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and nonprofits. The firm employs tailored, non-discretionary planning tools and supports clients through advisory programs and institutional consulting.

Jacob Lacy is a financial advisor at Raymond James Financial Services Advisors, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2017, with prior experience at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved as an independent contractor and officer for support companies affiliated with his work and is listed as a guarantor on a retail franchise agreement without operational involvement. 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, and institutions. The firm focuses on non-discretionary planning tailored to client goals, utilizing analytical tools and risk profiling, and supports a large network of advisors along with specialized municipal and retirement plan consulting services.

Kimberly Rice is a financial advisor at Raymond James Financial with 2 years of industry experience. She previously worked at Edward Jones for 14 years. 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 planning and consulting using risk profiling and analytical tools, and supports a wide network of advisors with specialized programs in municipal finance and employer retirement plans.

Mark Hiramoto is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at BancWest Investment Services, First Hawaiian Bank, and Equitable Advisors. Outside of advisory services, he is also involved in owning a rental real estate property. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, supports wrap-fee advisory programs, and maintains specialized municipal and public finance advisory capabilities.

Katie Burton is a financial advisor at Raymond James Financial with 13 years of industry experience. She has worked at firms including O'Connor Capital Management, H. Beck, Inc., and T. Rowe Price Investment Services. Outside of her advisory role, she works part-time at Allegro Winery in the tasting room. 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 supported by advanced analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA advisory services.

Howard Orlick is a financial advisor at Raymond James Financial with 23 years of industry experience and holds a Series 66 designation. He has been with Raymond James Financial or its affiliates since 2002 and is also a partner at Orlick & Co., LLP, where he manages operations, client relations, and risk management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting for a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and also maintains specialized programs in municipal finance and employer-sponsored retirement plans.

Darren Wright is a CFA® charterholder based in Edwardsville, IL, with two years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and First Mid Wealth Strategies since 2024, following prior roles at CNB Bank & Trust, NA, Busey Bank, and TheBANK of Edwardsville. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm offers tailored non-discretionary planning and uses advanced analytical tools, supporting clients through advisory programs and maintaining notable municipal and public-finance advisory capabilities.

Nicholas Shedd is a Series 66-licensed financial advisor with Raymond James Financial, where he has worked for 11 years. He has also been associated with Mainsail Wealth Advisors during this time. 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 uses tailored, non-discretionary planning supported by analytical tools and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Daniel Schaner is a financial advisor with Raymond James Financial Services, Inc. in Bismarck, ND, holding a Series 66 designation and having 10 years of industry experience. Prior to joining Raymond James, he worked at Rs Investments from 2016 to 2018. He serves as chairman of the local school board and is a partner in an LLC focused on developing office space for his firm. 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 and consulting using various analytical tools and supports a large advisor network, with specialized offerings in municipal and public finance as well as SIMPLE IRA employer advisory programs.

Christopher Lehr is a CFP® professional with 27 years of experience in the financial services industry. He has been with Raymond James Financial since 1999 and also operates a non-variable insurance business specializing in long-term care insurance, non-variable life insurance, and fixed annuities. Lehr is based in York, PA. 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 utilizes risk profiling and analytical tools to tailor recommendations and supports both individual and institutional portfolio management through a large advisor network.