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Timothy H

Series 63, Series 65

Allentown, PA

Raymond James & Associates

Timothy Hickey is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 credentials. He has 32 years of industry experience, including previous roles at Merrill and Bank of America. He serves as a board member for the Perkiomen Valley School District Foundation, a charitable organization focused on fundraising support. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting services, with a range of portfolio management styles supported by affiliated research and model managers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Seth P

Series 66

Allentown, PA

Raymond James & Associates

Seth Paluck is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. His background includes work in landscaping and infrastructure prior to entering the financial services field. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning and consulting services with a variety of portfolio management options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michael R

Series 66

Allentown, PA

Raymond James & Associates

Michael Ruisch is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has prior experience working at DoorDash and Fairstone Group Limited. Outside of his advisory role, he serves as a basketball referee for a summer league for boys and girls in grades 3-10. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Joseph F

Series 65, Series 63

Allentown, PA

Raymond James & Associates

Joseph Flannery is a financial advisor with Raymond James & Associates in Allentown, PA, holding Series 65 and Series 63 credentials and having nine years of industry experience. Prior to joining Raymond James in 2024, he worked at Quadrant Private Wealth Management, LLC for four years and Iron Mountain for four years. He serves as a board member of the Sancon Valley Country Club, assisting with the club’s governance. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services through various advisory programs and leveraging firm research and affiliated portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Mikayla K

Series 66

Allentown, PA

Raymond James & Associates

Mikayla Kelhart is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Align Wealth Strategies and Northwestern Mutual. Outside of finance, she has been involved with Casa Toro Mexican Grill since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers financial planning and consulting services supported by extensive research and a variety of portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kelly R

Series 66

Allentown, PA

Raymond James & Associates

Kelly Rindock is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds the Series 66 designation and worked at Moravian College from 2013 to 2016 before joining Raymond James, where she has been since 2007. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, advisory programs, and institutional consulting through a variety of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Katherine L

CFP®, Series 66

Allentown, PA

Raymond James & Associates

Katherine Labuda is a CFP® professional with 18 years of industry experience, currently serving at Raymond James & Associates since 2007. She is involved in local nonprofit and community organizations, including founding the Allentown Rotary Club SMILE Newsletter and participating in the DeSales University Presidents Council and Southern Lehigh Chamber of Commerce. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutions, and charitable organizations, offering tailored financial planning and investment consulting through a variety of portfolio management styles and proprietary research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Marisa C

Series 66

Allentown, PA

Raymond James & Associates

Marisa Coldwell is a financial advisor with Raymond James & Associates in Allentown, PA, holding a Series 66 designation and 11 years of industry experience. She previously worked at Merrill for five years before joining Raymond James, where she has been advising clients for seven years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering a range of financial planning and investment consulting services supported by various portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kristin D

Series 66

Allentown, PA

Raymond James & Associates

Kristin Delong is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. She previously worked at Bank of America and Merrill before joining her current firm in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning and consulting services with mostly non-discretionary relationships, utilizing a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kristie S

Series 66

Allentown, PA

Raymond James & Associates

Kristie Strubeck is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds a Series 66 designation and has worked at Raymond James in various capacities since 2016, including her current role since 2019. Prior to her current position, she was an advisor with Evans Wealth Strategies. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through a range of portfolio management styles, supported by extensive research and advisory programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kelly A

Series 63, Series 66

Allentown, PA

Raymond James & Associates

Kelly Allen is a financial advisor at Raymond James & Associates with 23 years of industry experience. Prior to joining Raymond James in 2025, Allen worked for Morgan Stanley Smith Barney LLC for 14 years. Allen holds Series 63 and Series 66 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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