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Mark T

Series 63, Series 65

Austin, TX

Raymond James & Associates

Mark Thannisch is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 credentials and totaling 40 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, he serves as CEO of HCT Cattle Company, an agricultural business. 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 supported by affiliated research.

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

Series 66, Series 63

Austin, TX

Raymond James & Associates

Jaryd Hartzell is a financial advisor at Raymond James & Associates with three years of industry experience. He holds Series 66 and Series 63 designations. Outside of his advisory role, he has worked as a lacrosse referee since 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a variety 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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Gage D

Series 63, Series 66

Austin, TX

Raymond James & Associates

Gage Dahmann is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked previously at Fidelity Personal and Workplace Advisors and Fidelity Investments over a ten-year period. Outside of advising, he is the owner of PD3 Holdings LLC, a rental real estate business in Austin, Texas. 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, pension plans, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and model manager options.

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

Series 63, Series 66

Austin, TX

Raymond James & Associates

Ross Dowling is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. His career includes positions at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2018. He also serves as a trustee for a family investment entity in Houston. 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 financial planning, non-discretionary investment consulting, and specialized advisory services.

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

Series 63

Austin, TX

Raymond James & Associates

John Martin is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 63 designation and 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he holds a majority ownership in 3819 Southway LLC. 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, 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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Catherine R

Series 66

Austin, TX

Raymond James & Associates

Catherine Rowan is a financial advisor at Raymond James & Associates in Austin, TX, holding a Series 66 designation with 22 years of industry experience. She has worked at Raymond James & Associates since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she serves as the acting executor for the estate of Richard Warner Stephens. 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, charitable organizations, and municipal entities, and offers a range of financial planning and consulting services supported by firm research, multiple portfolio management styles, and specialized municipal advisory capabilities.

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

Series 63, Series 65

Austin, TX

Raymond James & Associates

Steven Landrum is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining Raymond James, he worked at Ameriprise Financial Services and Comerica Securities. He is also involved with Financial Oxygen/Maestro, a cash management platform for corporate and institutional clients. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, 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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Joseph K

Series 63, Series 65

Austin, TX

Raymond James & Associates

Joseph Klauzar is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank. Klauzar is also a licensed real estate broker in non-working status. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by wide-ranging portfolio management styles and affiliated research.

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

Series 63

Austin, TX

Raymond James & Associates

Randall Mceachern is a financial advisor at Raymond James & Associates with 46 years of industry experience. He has been with Raymond James & Associates since 2012 and holds a Series 63 designation. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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

Series 66

Austin, TX

Raymond James & Associates

Jason Connally is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 designation and 17 years of industry experience. He has worked at Dell Inc. since 1998. Outside of advising, he serves as chair of the finance committee for BOOKSPRING in Austin. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a national network of advisers.

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

Series 63, Series 65

Austin, TX

Raymond James & Associates

Amy Polasek is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Inc., Wells Fargo Clearing, and Wells Fargo Advisors LLC. 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 financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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

CFP®, Series 66

Austin, TX

Raymond James & Associates

Michael Mc Namee is a CFP®-designated financial advisor with Raymond James & Associates in Austin, TX, bringing 12 years of industry experience. He has previously worked at Steward Partners Investment Advisory, UBS, and Morgan Stanley. 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad network of advisers and affiliated research resources.

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

CFP®, Series 66

Austin, TX

Raymond James & Associates

William Thannisch is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Raymond James & Associates and previously worked at Wells Fargo Clearing and Smith Robertson, LLP. Thannisch holds an inactive Texas law license. Raymond James & Associates, Inc. is a large dual-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 financial planning, non-discretionary investment consulting, and municipal advisory services.

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

Series 63, Series 65

Austin, TX

Raymond James & Associates

Harmon Dickson Jr. is a financial advisor with Raymond James & Associates in Austin, TX. He holds Series 63 and Series 65 designations and has 39 years of industry experience. He has been with Raymond James & Associates since 2016. 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

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

Series 63

Austin, TX

Raymond James & Associates

Charles Cooper is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 63 designation and 34 years of industry experience. His prior experience includes twelve years with both Bank of America, N.A., and Merrill. Outside of his advisory role, he serves as Treasurer for the Pedernales Hills Homeowners Association, a nonprofit community organization. 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, institutions, pension plans, charitable organizations, 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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Richard B

Series 63, Series 65

Austin, TX

Raymond James & Associates

Richard Bintliff is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 designations and 39 years of industry experience. Prior to joining Raymond James in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 10 years. 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, offering financial planning, investment consulting, and municipal advisory services.

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

Series 66

Austin, TX

Raymond James & Associates

Jenny Davis is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 designation and 19 years of industry experience. She previously worked at Edward Jones and Dimensional Fund Advisors and has been with Raymond James in two separate periods since 2011. Outside of her advisory role, she owns and operates a rental cabin in Mason, TX, listed on Airbnb. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles, supported by firm research, model managers, and specialized municipal advisory services.

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

Series 66

Austin, TX

Raymond James & Associates

Ryan Guillen is a financial advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James, he worked for nine years at Deloitte Consulting LLP. He holds the Series 66 designation and is based in Austin, TX. 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, institutional and pension plans, charitable organizations, and public 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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Bonnie P

Series 63, Series 66

Austin, TX

Raymond James & Associates

Bonnie Perkins is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill and Raymond James throughout her career, including a brief period as a homemaker. Raymond James & Associates, Inc. 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 comprising individuals, institutions, 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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Teresa F

ChFC®, Series 63, Series 65

Austin, TX

Raymond James & Associates

Teresa Finney is a ChFC® credentialed financial advisor with 44 years of industry experience, currently with Raymond James & Associates since 2011. She is also the co-managing manager and co-owner of 360 Shoal Creek Interests LLC, a business based in Austin, TX. 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, institutions, pension plans, and municipal entities, offering financial planning and consulting through various advisory programs with a focus on tailored, non-discretionary planning supported by firm research and a broad range of portfolio management styles.

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

Series 66

Austin, TX

Raymond James & Associates

Caitlin Kornblum is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Bank. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, 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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Rachel H

Series 63, Series 66

Austin, TX

Raymond James & Associates

Rachel Holland is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been with Raymond James & Associates since 2013. 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, charitable organizations, and governmental 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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Mark S

CFP®, Series 65, Series 63

Austin, TX

Raymond James & Associates

Mark Spirk is a CFP®-certified financial advisor with 25 years of industry experience. He currently works at Raymond James & Associates and has previously been with Cuso Financial Services, Lp and University Federal Credit Union. Raymond James & Associates, Inc. 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, institutional investors, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

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

Series 66

Austin, TX

Raymond James & Associates

Jennifer Pittman is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at Ameriprise Financial Services and Edward Jones, as well as over a decade as an independent contractor. She serves on the Board of Directors for the Rouse High School Raider Golf Booster Club, acting as Treasurer and Tournament and Merchandise Director. 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 financial planning and non-discretionary investment consulting 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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Miussett S

Series 66

Austin, TX

Raymond James & Associates

Miussett Salomon is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 17 years of industry experience. Prior to joining Raymond James in 2017, Salomon worked at Merrill for six years. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, 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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Matthew C

Series 63, Series 65

Austin, TX

Raymond James & Associates

Matthew Chapman is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2005. 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, institutional and pension plans, charitable organizations, 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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William H

CFP®, ChFC®, Series 63, Series 65

Austin, TX

Raymond James & Associates

William Ho is a CFP® and ChFC® with 13 years of industry experience. He is currently an advisor at Raymond James & Associates, having previously worked with firms including Bank of America, Merrill, and JP Morgan Chase. Outside of finance, he has been involved in Ohio Premier Soccer Club, reflecting an interest in youth sports organizations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, relying on a range of portfolio management styles supported by firm research and model manager options.

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

Series 66

Austin, TX

Raymond James & Associates

Kennon Horrocks is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill for eight years each, as well as at Blue Hospitality LLC. 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, institutional clients, and municipal entities, offering financial planning, advisory services, and institutional consulting.

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

Series 66

Austin, TX

Raymond James & Associates

Brent Elyea is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 10 years of industry experience. His prior experience includes five years each at Bank of America, N.A., and Merrill. He is based in Austin, TX. Raymond James & Associates, Inc. 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, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with 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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Michael G

Series 63, Series 66

Austin, TX

Raymond James & Associates

Michael Gertsch is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing Services and Morgan Stanley. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

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

Series 63, Series 66

Austin, TX

Raymond James & Associates

Bailey Leroux is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Raymond James, Bailey worked at Bank of America, Merrill, and Equitable Advisors. Outside of financial advising, Bailey is the owner and sole proprietor of RCL Essentials. 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, and offers tailored financial planning and consulting services supported by a broad 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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Sean D

Series 66

Austin, TX

Raymond James & Associates

Sean Durkin is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2024, he worked at Edward Jones for six years and has additional experience in the bicycle retail sector. 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 financial planning and non-discretionary investment consulting supported by a broad 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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Judson W

Series 66

Austin, TX

Raymond James & Associates

Judson Whigham is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones. Outside of advising, he is involved in several business ventures, including managing family-owned ranches and farmland, and serving as co-CEO of a coin-operated laundromat. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers a range of financial planning and consulting services, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

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