Gary Cohen is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Raymond James since 2017 and previously spent five years with UBS Financial Services. Outside of his advisory role, he is a partner in a family-owned rental real estate venture involving a three-family apartment building in Brooklyn, NY, which is in the process of being wound down. 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 wide range of clients, including high-net-worth individuals, institutions, and charitable organizations, providing financial planning and consulting services through various investment advisory programs and institutional solutions.

Thomas Kreuzer is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has previously worked at Morgan Stanley in multiple roles from 2009 to 2025. Outside of advising, Kreuzer is a 50% owner of The Great Wall Patch, a business he currently oversees and plans to cease operations within the year. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipalities. The firm offers tailored financial planning and non-discretionary investment consulting, supported by extensive research and multiple portfolio management styles.

Thomas Sutter is a financial advisor at Raymond James & Associates with 20 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 23 years, as well as UBS Financial Services. 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, providing financial planning and consulting services through a variety of portfolio management styles and affiliated research resources.

Paul Berman is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2015. 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 and pension plans, charitable organizations, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

Anthony Rodriguez is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at City National Securities, City National Bank, and Wells Fargo. 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 plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Luke Petrarca is a financial advisor at Raymond James & Associates with 10 years of industry experience. He has held his current position since 2015 and holds a Series 66 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 individual, institutional, pension, charitable, and municipal clients, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Andrew Waldbaum is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2014. Waldbaum serves as a board member for the Rutgers University Advisory Board for their Los Angeles Customer Experience Certificate Program. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Tyler Donaldson Cremer is a financial advisor with Raymond James & Associates holding a Series 66 designation and 15 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Morgan Stanley, Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Diego Kapelusznik is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Northwestern Mutual. 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 municipalities, offering financial planning and consulting services primarily through non-discretionary relationships.

David Berman is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2014. Outside of his advisory role, he is the owner of Barrett Walker, Inc., a personal service corporation for tax purposes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide client base including individuals, institutional clients, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs, drawing on multiple portfolio management styles and affiliated research.

Eric Degoldsmith Rothschild is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 65 licenses and with 31 years of industry experience. His prior firms include UBS Financial Services, UBS International Inc., Wells Fargo Clearing, and Prudential Equity Group. Rothschild is a limited partner and passive investor in an investment company called Blackbird LP. Raymond James & Associates is a large 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 municipal entities, offering financial planning and advisory services that are generally non-discretionary, supported by firm research and a range of portfolio management styles.

Lesley Holmes is a financial advisor with Raymond James & Associates, holding nine years of industry experience. She has been with Raymond James & Associates since 2016 and also has a legal background with Natan Rose Fulbright starting in 2011. 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 wide range of clients, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Rishab Kamat is a financial advisor at Raymond James & Associates with a Series 66 credential and less than one year of industry experience. His prior roles include a position at Tellaro Capital Partners and periods as a student and unemployed before joining Raymond James. 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 solutions.

John Vizcarra is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. Prior to joining Raymond James in 2026, he spent 26 years at City National Securities, Inc. 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 consulting with a variety of portfolio management styles and affiliated research.

Jeffrey Soltman is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and previously worked at Gaytan & Leevan LLP for three 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 financial planning, investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles and affiliated research.

Barry Bernstein is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding six years of industry experience. He has been affiliated with Raymond James & Associates since 2020 and has a longer tenure at Bernstein, Samuels dating back to 1997. Outside of his financial advising career, Bernstein is the owner, CEO, and CFO of Bobble Head Entertainment Inc., an entertainment company where he also serves as executive producer. 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, charities, and state and municipal entities, offering a range of financial planning and consulting services through a variety of portfolio management styles and affiliated research.

Terri Steffner is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Raymond James & Associates since 2015. Outside of her advisory role, she serves as President of Boyd Plaza LLC, a family-owned business in which she and her siblings are partners. 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 municipalities, offering financial planning and investment consulting through various programs and leveraging multiple portfolio management styles and affiliated research.

Lisa Detanna is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Raymond James since 2011. Outside of her advisory work, she co-authored a children's book. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services, supported by extensive research and a variety of portfolio management strategies.

Jimmy Torres is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds a Series 66 designation and previously worked at City National Bank for 11 years before joining Raymond James in 2024. 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 solutions.

Stephanie Kim is a financial advisor with Raymond James & Associates in Beverly Hills, CA. She holds a Series 66 designation and has two years of industry experience. Prior to joining Raymond James, she worked at Elite Prep and was a student for several 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 individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a nationwide adviser network.

Erik Willanger is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding a Series 66 credential and 16 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of advisory work, he serves on the Mustard Seed Committee at Sherman Oaks Presbyterian Church, where he reviews potential charities for endowment support and monitors the church’s investment portfolio. He is also an owner of Voller, LLC, participating in major company decisions. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a range of portfolio management styles and affiliated research.

Nicholas Berman is a financial advisor at Raymond James & Associates with a Series 66 credential and three years of industry experience. Prior to joining Raymond James in 2024, he worked at Westside Financial, Tropic, Treasury Prime, and LinkedIn. 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, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Scott Burns is a financial advisor at Raymond James & Associates with 37 years of industry experience. He holds a Series 63 designation and has previously worked at City National Bank, RBC Capital Markets, Wells Fargo Clearing, and Wells Fargo Advisors. 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.

Adam Hand is a financial advisor with Raymond James & Associates, holding a Series 65 designation and eight years of industry experience. He has worked with Raymond James since 2018 and also operates Adam Z Hand Tax & Financial Consulting, which he founded in 2011. 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 public entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Scott Stout is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Wells Fargo Advisors. Outside of his advisory role, Stout owns a medical logistics business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients with tailored financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Fred Grischott is a CFA® charterholder with 20 years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2026. Prior to that, he spent 16 years at City National Bank. 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 advisory services.

David Yi is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Wedbush Securities and Merrill Lynch. 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 and consulting services supported by a range of portfolio management styles and affiliated research.

Armik Aghakhani is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding 11 years of industry experience. He has worked with the Tax & Business Consulting Group since 1999 and operates a CPA firm. 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 municipalities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Kaleb Goodman is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has previously worked at RBC Capital Markets LLC and LBG Advisor. Raymond James & Associates, Inc. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

William Lindvall is a financial advisor with Raymond James & Associates in Beverly Hills, CA. He holds the Series 66 designation and has been with Raymond James since 2025. Prior to his advisory role, Lindvall worked in education and the fashion industry, including positions at Connecticut College and as a self-employed fashion model. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Grant Berman is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and previously worked at Tropic and Northspyre. Outside of finance, he owns Caliente Spirits Co. LLC, a business involved in the manufacture, import, marketing, and sale of tequila from Jalisco, Mexico. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and nonprofit entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, leveraging a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Ayelet Arnall is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 designation and previously worked at Greenwald Weiss Attorneys at Law. Her background also includes extensive full-time education prior to entering the financial advisory field. 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 wide range of clients, including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by a diverse set of portfolio management styles and affiliated research.

Sylvia Garcia is a financial advisor with Raymond James & Associates and holds a Series 66 designation. She has 23 years of industry experience, including 22 years with City National Securities, Inc. and City National Bank prior to joining Raymond James. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Marjan Kamyar is a financial advisor at Raymond James & Associates with 30 years of industry experience. She holds Series 63 and Series 66 certifications and previously worked at Morgan Stanley for four years before joining Raymond James in 2018. 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, institutional clients, pension and profit-sharing plans, and charitable and municipal entities, offering financial planning and consulting through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.

David Elmaleh is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. and Waste Solution Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutions, and municipal entities with financial planning, investment consulting, and specialized municipal advisory services.

Ghalib Kanji is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining Raymond James in 2024, he worked at Morgan Stanley in various roles from 2015 to 2024. Outside of his advisory work, he is involved in rental real estate ownership. 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, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research resources.

Joseph Horner is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James since 2017 and previously worked in the Housing Department at the University of Southern California from 2015 to 2017. 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.

Ariel Bobroff is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. Prior to joining Raymond James in 2019, he worked at Bank of America and Merrill Lynch. 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.

Susan Valdivia is a financial advisor with Raymond James & Associates, holding a Series 66 designation and having 20 years of industry experience. She has been with Raymond James & Associates since 2015. 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 and pension plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary services.

Andrew Lee is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. His previous roles include positions at Wedbush Securities Inc., Bank of America, N.A., and Merrill. 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 a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Wesley Scott is a financial advisor with Raymond James & Associates, holding the Series 66 designation and bringing 19 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he owns and manages a rental property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and public entities. The firm offers a range of financial planning and consulting services, with a focus on non-discretionary investment advice supported by extensive research and multiple portfolio management styles.

Joshua Rosenzweig is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Raymond James & Associates since 2015. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Elisa Schwartz is a financial advisor with Raymond James & Associates, holding a Series 65 designation and 16 years of industry experience. She has been with Raymond James since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

Luke Polus is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Anchor Loans and several other firms since 2015. He is also involved with the Envision Center, where he has been active since 2015. 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Cinnamon Chaney is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Raymond James since 2016. Outside of her advisory role, Chaney owns a rental property managed by a third party. 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 solutions.

Peta Sklarz is a financial advisor at Raymond James & Associates with 26 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC and RBC Capital Markets. Outside of her advisory role, she is the owner of WOMANWHY, an art business. Raymond James & Associates is a large institution serving a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Alan Soltman is a financial advisor with Raymond James & Associates, holding a Series 65 credential and 15 years of industry experience. He has worked at Raymond James since 2012 and previously was involved with J.A.D. Financial and Insurance Services, LLC. He is also president and sole owner of Merlis, Soltman Green and Associates, an accountancy corporation where he serves as a CPA. 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, institutions, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Pang Yuan Nicole Chang is a financial advisor with Raymond James & Associates, holding a Series 66 credential and three years of industry experience. Her prior work includes positions at East West Bank and entrepreneurial ventures such as co-owning a coding school franchise, The Coder School Pasadena. She participates in writing and speaking engagements on topics including business coaching and personal development, and has served as an editor for a memorial book on her father’s academic work. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, retirement plans, and municipal entities. The firm provides financial planning and consulting services, offering tailored strategies supported by a broad range of portfolio management styles and affiliated research.