Loretta Vitale is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. She has served as an independent contractor since 2015 and has been affiliated with Raymond James and LCV Wealth Management Solutions since 2009. Outside of her advisory work, she participates as a board member of a homeowners association, attending meetings and overseeing maintenance and beautification matters. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed risk profiling and asset allocation analysis to develop tailored recommendations.

Nicholas Psathas is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. and Money at Work LLC. Outside of advising, he is involved in rental real estate ownership. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Oscar Manrique is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 16 years before joining Raymond James in 2026. Manrique is the sole owner of Castleton Wealth Management, an investment-related business based in Staten Island, NY. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through client interviews and risk profiling, and supports implementation with a range of account options and outside managers.

Victoria Crisologo is a financial advisor with Raymond James Financial in New York, NY, holding a Series 66 designation and 14 years of industry experience. She has been affiliated with VE Capital Management, LLC and Raymond James Financial Services Advisors, Inc. since 2012. Outside of her advisory role, she serves as an officer and secretary for Platinum Studio & Gallery, Inc., a non-investment-related business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client interviews and risk profiling, with a focus on advisory and implementation-support services rather than discretionary management.

Robin Oliver is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Oakdale, NY. He has been associated with Raymond James Financial Services Advisors since 2010. Outside of advisory work, he acts as a trustee for Oliver Trust. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by firm research and a broad affiliate network.

Daniel Kirley is a financial advisor with Raymond James & Associates in New York, NY, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Morgan Stanley and Celebrity Moving. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations using firm research and planning tools, and it also delivers institutional consulting and public finance services.

Derek Collazo is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has worked at Raymond James Financial since 2009 and has been involved with Axia Financial Advisors and his own firm, Derek Collazo, LLC, since 2015 and 2008 respectively. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a broad range of implementation options, with a significant portion of assets managed on a non-discretionary basis.

Louis Tomasella is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at Raymond James Financial since 2001 and is also the sole member and manager of LCT Wealth Management, LLC. Additionally, he serves as power of attorney for his father's bank accounts. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by extensive research and a broad affiliate network.

Callen Vander May is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2021, he briefly worked at Merrill Lynch Wealth Management and has an academic background with multiple roles at Bucknell University’s Department of Mathematics. Outside of his advisory role, he is involved with Topinka Financial, where he conducts economic and investment research. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored strategies and a broad affiliate network.

Laurie Gross is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has 24 years of industry experience. She has been affiliated with Raymond James and related entities since 2015. Gross is the owner of GPL Wealth Management, LLC and Laurie Gross Wealth Management, LLC, both support companies unrelated to investment activities. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth individuals, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored recommendations based on client risk profiles and firm research, with a significant portion of its advisory business conducted on a non-discretionary basis.

Carl Boomhower is a CFP® and ChFC® with nine years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2020. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he serves on the board and finance committee of Oasis, a nonprofit organization supporting women and children. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client assessments and supported by firm research and external managers.

Kevin Crews is a financial advisor with Raymond James Financial in Montclair, NJ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Raymond James Financial since 2008 and was also associated with Rbh Corp for 11 years. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis, modeling tools, and firm research to develop tailored financial plans and investment recommendations.

John Proxenos is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James Financial since 2004. He is also a 50% owner and president of Axia Financial Advisors, LLC, a support company for his branch. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored advice supported by extensive research and a broad affiliate network.

Malcolm Greenough is a financial advisor with Raymond James Financial, holding a Series 63 designation and over 40 years of industry experience. He has been associated with Raymond James since 2009 and is also the owner of MWG Wealth Partners. Outside of advisory roles, he serves as Chairman of the Board of Directors for Ascendia Bank. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, institutional pension plans, and charitable organizations. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored solutions supported by extensive firm research and an affiliate network that includes banking and trust services.

Mitchell Baum is a financial advisor at Raymond James Financial in New York, NY, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Raymond James since 2004. Baum also owns Axia Financial, a financial services support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary investment consulting and financial planning, providing tailored advice supported by firm research and an extensive affiliate network.

John Cullimore is a financial advisor with Raymond James Financial Services Advisors, Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Raymond James since 2001 and owns Cullimore Investments LLC, which manages branch expenses. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, and institutional clients, offering financial planning and non-discretionary investment consulting supported by extensive firm research and outside managers.

Vladimir Zusman is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Advisors and Citibank. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through risk profiling and asset allocation analysis.

Klara Leon is a CFP® professional with 20 years of experience, currently affiliated with Raymond James Financial. She has worked at Axia Financial Advisors since 2015 and previously operated her own firm, Leon Wealth Management, LLC. In addition to her advisory work, she serves as the court-appointed administrator of her late father-in-law’s estate. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate network.

Charles Morgan is a CFP® professional with 27 years of industry experience, currently affiliated with Raymond James Financial in Rochelle Park, NJ. He has been associated with Raymond James since 2009 and also operates CJM Capital Management, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations supported by asset-allocation analysis and firm research.

Henry Schmitt is a financial advisor with Raymond James Financial Services Advisors, Inc. based in New York, NY. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Schmitt has been with Raymond James since 2003, working with both Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research, and is notable for its substantial non-discretionary advisory business alongside a broad affiliate network supporting institutional and municipal clients.

Joseph Matovick is a financial advisor at Raymond James Financial with 30 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network for 16 years. Matovick owns Park Slope Wealth Management, LLC, an investment-related business based in Brooklyn, NY. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, employing tailored strategies supported by extensive research and a broad affiliate network.

Cole Koeniger is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at M Holdings Securities, Inc., Capital Analysts, and Lincoln Investment. Outside of his advisory work, he is the CEO of Koeniger - Smithers LLC, a pass-through entity used for tax filing and asset protection. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a notable emphasis on advisory roles that support client decision-making rather than discretionary management.

Michael Topinka is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds the Series 66 designation and has held positions at Merrill and Bank of America prior to joining Raymond James in 2020. Outside of his advisory role, he is involved in several family-related e-commerce ventures and is a silent partner in a clean energy manufacturing representative business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations through comprehensive asset-allocation analysis and a broad range of implementation options.

Amy Harrison is a CFP® with 30 years of industry experience, currently affiliated with Raymond James Financial. She has worked at Raymond James Financial Services, Inc. since 2003 and at Axia Financial Advisors since 2015. Harrison is the managing owner of Harrison Financial Services, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support rather than discretionary management.

Eric Kaufman is a financial advisor with Raymond James Financial in New York, NY, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked with VE Capital Management, LLC since 2012 and is the owner of a support company related to that venture. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client assessments and a variety of implementation options.