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Christopher W

Series 66

Winston Salem, NC

Raymond James Financial

Christopher Wilson is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo in various capacities from 2010 to 2021. Wilson is also employed as a licensed banker with Pinnacle Bank/Pinnacle Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting 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 analytical tools and supports clients through advisory programs and institutional consulting services.

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

Series 66

Woodland Hills, CA

Raymond James Financial

Kelly Karren is a financial advisor with Raymond James Financial, holding a Series 66 designation and over 26 years of industry experience. Prior to joining Raymond James in 2026, Kelly worked at Premier America Credit Union and LPL Financial for 19 years, as well as at SeCU Brokerage Services and CUSO Financial Services. Outside of her advisory role, she is a sponsored athlete competing as a US Masters swimmer. 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 supported by analytical modeling and maintains specialized services such as municipal advisory work 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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Jeffrey L

Series 63, Series 65

Anchorage, AK

Raymond James Financial

Jeffrey Leonard is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 1999. In addition to his advisory role, he owns a support company, J.S. Leonard and Associates LLC, based in Anchorage, Alaska. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and analytical modeling, supporting client implementation through various advisory programs.

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

Series 66

Olivia, MN

Raymond James Financial

Joseph Schulte is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., bringing seven years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones and held roles in banking and local government. He is also the CEO and President of JPSchulte Wealth Advisors, his own financial advisory firm. 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 investors. The firm provides tailored, non-discretionary consulting using analytical tools and supports a large network of advisors with specialized municipal and public finance capabilities.

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

Series 63, Series 65

Champaign, IL

Raymond James Financial

Blaize Cumbow is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked primarily within Raymond James affiliates since 2017, with prior experience at Scottrade. 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, utilizing tailored planning and risk profiling tools to support client goals.

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

CFP®, Series 63

Largo, FL

Raymond James Financial

David Scigliuto is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc., where he has worked since 2016. He has 39 years of industry experience. Outside of his advisory role, he owns and manages several businesses, including a support company and other ventures unrelated to investment management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized municipal and retirement plan advisory services.

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

CFP®, Series 63

Littleton, CO

Raymond James Financial

Matthew Strelau is a CFP® with six years of industry experience, currently affiliated with Raymond James Financial. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Additionally, he provides financial advisory services to clients of Garrison Financial Group in Littleton, CO. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension and profit-sharing plans, corporations, and institutional entities. The firm provides non-discretionary planning and uses analytical tools to tailor recommendations to client goals, supporting implementation through its advisory programs or other providers.

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

Series 66

Naples, FL

Raymond James Financial

Ryan Kinser is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 license and bringing 12 years of industry experience. He previously worked at UBS Financial Services and has co-authored two finance-related books, including one on Florida residency and another on general financial planning principles. Kinser is also a joint owner of an independent advisory practice affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele ranging from individuals to institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports a broad network through specialized programs including municipal advisory and SIMPLE IRA consulting services.

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

Series 66

Redding, CA

Raymond James Financial

Courtney Cox is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. She has been with Raymond James and affiliated entities since 2014. Cox also serves as Vice President of Tri Counties Advisors, a financial advisory support company. 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 advisory services uncommon among large institutional advisors.

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

Series 63, Series 66

Baton Rouge, LA

Raymond James Financial

Troy Aucoin is a financial advisor with Raymond James Financial Services Advisors, Inc. in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes nearly two decades at Edward Jones and roles at Commonwealth Financial Network and his own firm, Aucoin Wealth Management, LLC. He is also the founder and president of TJALOGISTICS, where he manages financial responsibilities and business development. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a broad range of clients, including individuals, institutions, and charitable organizations. The firm offers non-discretionary advisory services supported by analytical tools and emphasizes technology, cybersecurity, and municipal advisory capabilities.

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

Series 63, Series 66

Naples, FL

Raymond James Financial

Alexander Bolshem is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services for 11 years. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning and investment 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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Samuel O

Series 63, Series 65

Nashville, TN

Raymond James Financial

Samuel Oakley is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at SUNTRUST for 33 years before joining Raymond James in 2017. Outside of his advisory role, he is involved with The Oakley Group, a team he is named after. 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 investors. The firm uses detailed risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports advisory programs 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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Divina G

Series 63, Series 65

Aiea, HI

Raymond James Financial

Divina Gonzalez Maruyama is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 63 and Series 65 designations and has 30 years of industry experience. Her career includes over 20 years at First Hawaiian Bank and BancWest Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored non-discretionary planning and supports a range of advisory programs and institutional consulting services.

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

Series 63, Series 66

Cheyenne, WY

Raymond James Financial

Kevin Guille is a financial advisor with Raymond James Financial in Cheyenne, Wyoming, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Raymond James Financial since 1999 and previously spent 12 years at Rockwood Financial, LLC. Guille also owns Kevin Guille Strategic Wealth Management, an LLC established to operate his financial branch in Cheyenne. 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 investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through unique affiliations.

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

Series 66

Honolulu, HI

Raymond James Financial

Samantha Lau is a financial advisor with Raymond James Financial Services Advisors, Inc. in Honolulu, HI, holding a Series 66 credential and bringing 26 years of industry experience. She has worked extensively with First Hawaiian Bank and affiliated entities since 2002. Lau also provides life insurance products through First Hawaiian Bank that are not available via Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by advanced analytical tools and maintains unique affiliations such as a municipal advisor arrangement and specialized SIMPLE IRA advisory programs.

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

CFP®, Series 63

Lancaster, PA

Raymond James Financial

Patrice Hoenninger is a CFP® certificant with 26 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2009. Hoenninger is also associated with Fulton bank and works as a financial advisor with Fulton Financial Advisors in Lancaster, PA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients, using risk profiling and analytical tools for tailored, non-discretionary advice. The firm supports a broad advisor network and has unique affiliations in municipal advisory 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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Robert D

CFP®, Series 66

Knoxville, TN

Raymond James Financial

Robert Denovo III is a Certified Financial Planner (CFP®) and Series 66 holder with 20 years of industry experience. He is affiliated with Raymond James Financial, where he has worked since 2007, and has also held a role at Pinnacle Bank since 2014. Outside of his advisory work, Denovo serves in several nonprofit leadership positions, including Treasurer and Deacon at Resurrection Presbyterian Church and board member roles with Soar Youth Ministries and the Trinity Health Foundation of East Tennessee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools like risk profiling and probability modeling, supporting clients through various advisory programs and specialized services including municipal advisory and SIMPLE IRA employer consulting.

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

Series 66

Spokane, WA

Raymond James Financial

Michelle Starry is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 27 years of industry experience. She has been associated with Raymond James Financial Services Advisors, Inc. since 2009 and is the principal owner of Starry Financial Group, a support company. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports municipal and public-finance work through its 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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Daniel W

Series 66

Meadville, PA

Raymond James Financial

Daniel Williams is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. He has worked with Bush Investment Group and operates his own firm, Williams Wealth Advisors. 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 and consulting supported by analytical tools and maintains specialized programs in municipal and public finance as well as 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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David I

Series 66, Series 63

Overland Park, KS

Raymond James Financial

David Iannetto is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 25 years of industry experience. Prior to his current role, he worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Outside of finance, he plays, writes, and composes music as a member of the band Sirens in the Suburbs. 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 analytical tools and supports its clients through various advisory programs.

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