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John M S

Series 63, Series 65

Birmingham, MI

Raymond James & Associates

John M Schindler is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 licenses. He has 31 years of industry experience, including ten years at UBS Financial Services Inc. and over seven years with Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, and charitable and municipal entities, offering 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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James C

Series 66

Birmingham, MI

Raymond James & Associates

James Cohen is a financial advisor with Raymond James & Associates in Birmingham, MI, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Merrill and Bank of America. 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 individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various programs, supported by extensive research and multiple portfolio management styles.

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

CFP®, Series 63

Birmingham, MI

Raymond James & Associates

Corey Staub is a Certified Financial Planner® (CFP®) with 24 years of industry experience. He is currently with Raymond James & Associates, where he has been since 2026. Prior to this, he worked at LPL Financial LLC for five years and Sigma Financial Corporation for 19 years. Staub is also a licensed agent selling fixed annuities and various types of insurance. Raymond James & Associates is a large 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, 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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Nicholas W

Series 63, Series 65

Birmingham, MI

Raymond James & Associates

Nicholas Weidner is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Ameriprise, Citizens Securities, Citizens Bank, and several other firms. Raymond James & Associates is a large broker-dealer and SEC-registered 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 and advisory services that emphasize client-directed implementation and a variety of portfolio management styles.

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

Series 66

Birmingham, MI

Raymond James & Associates

Brian Lamb is a financial advisor with Raymond James & Associates in Birmingham, MI. He holds the Series 66 designation and has 25 years of industry experience, including 11 years with Raymond James & Associates. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

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

Series 66

Birmingham, MI

Raymond James & Associates

Alec Hagen is a financial advisor with Raymond James & Associates in Birmingham, MI, holding a Series 66 designation and bringing nine years of industry experience. He previously worked at Hantz Financial and spent five years at Central Michigan University before joining Raymond James in 2018. 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 consulting services with 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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James C

Series 63, Series 65

Birmingham, MI

Raymond James & Associates

James Cummins is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with Raymond James & Associates since 1999. Outside of his advisory role, he is the owner and consultant of Future Reflections International Group. 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 public entities, providing financial planning, consulting, and municipal advisory services 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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Scott B

CFP®, Series 63

Birmingham, MI

Raymond James & Associates

Scott Bennett is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2019. He previously worked at UBS Financial Services Inc. from 2008 to 2019. Bennett is a board member and finance/investment committee member of the Catholic Foundation of Michigan. 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, including high-net-worth clients, institutional and pension plans, and charitable organizations, 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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Timothy C

CFP®, Series 63, Series 65

Birmingham, MI

Raymond James & Associates

Timothy Cooper is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. He previously worked at UBS Financial Services Inc. for 10 years. 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions 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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Katelyn S

Series 66

Birmingham, MI

Raymond James & Associates

Katelyn Spence is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation and has a background that includes roles at Matador Farms LLC, Hillside Farms LLC, and the University of Alabama. 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 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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Yvonne C

Series 63, Series 65

Birmingham, MI

Raymond James & Associates

Yvonne Carver is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James since 2019 and previously worked at UBS Financial Services from 2013 to 2019. 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 institutional fiduciary services through 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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Steven W

Series 63, Series 66

Birmingham, MI

Raymond James & Associates

Steven Wujczyk is a financial advisor at Raymond James & Associates with 31 years of industry experience. He has been with Raymond James since 2008. His credentials include the Series 63 and Series 66 registrations. 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 primarily through non-discretionary relationships.

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

CFP®, Series 63, Series 66

Birmingham, MI

Raymond James & Associates

Austin Farah is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Raymond James & Associates and has previous experience at UBS Financial Services and J.P. Morgan. Farah is a passive shareholder in a personal investment firm, Persepolis Company. Raymond James & Associates, Inc. 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, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting with a range of portfolio management options.

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

Series 63, Series 65

Birmingham, MI

Raymond James & Associates

Kelly Mckinney is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he serves as a committee member of the Oakland Schools Parent Advisory Committee, which focuses on issues related to children with special needs. 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, offering financial planning, investment consulting, and institutional fiduciary services through 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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Charles C

Series 66

Birmingham, MI

Raymond James & Associates

Charles Ciaramitaro is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2019, including a prior period of employment from 2019 to 2024. 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 broad client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

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

Series 63, Series 65

Birmingham, MI

Raymond James & Associates

Alec Tropea is a financial advisor at Raymond James & Associates with 8 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Raymond James since 2018. Prior to his advisory career, he was involved with Brooklyn Pizza and Oakland University. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and diverse portfolio management options.

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

Series 63, Series 66

Birmingham, MI

Raymond James & Associates

Alyssa Tropea is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates, Inc. 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, institutional investors, 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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James G

Series 63, Series 65

Birmingham, MI

Raymond James & Associates

James Guisinger is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he serves on the finance committee of the Manresa Jesuit Retreat House, a nonprofit organization, where he assists in budgeting and expense review. 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, investment consulting, and institutional advisory services.

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

Series 63, Series 65

Birmingham, MI

Raymond James & Associates

Charles Phillipson is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior firms include UBS Financial Services and Comerica Securities. Outside of his advisory work, he officiates high school and junior college football and basketball games, and he is a trustee and president of the Foundation for Excellence, a nonprofit organization. Raymond James & Associates, Inc. serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting. The firm utilizes multiple portfolio management styles supported by research and provides municipal advisory services in addition to its brokerage and investment advisory functions.

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

Series 66

Birmingham, MI

Raymond James & Associates

Brett Rude is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise, Comerica Securities, and other firms. 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, non-discretionary investment consulting, and institutional advisory services.

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