Terry Roth is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and UBS Financial Services. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers a range of financial planning and advisory services, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Mark Fuqua II is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. Prior to joining Raymond James in 2022, he worked at Bank of America and Merrill. Outside of his advisory role, he is a silent owner of a physical therapy office, Michigan Orthopedic Rehabilitation, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Jason Vogel is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Edward Jones for six years before joining Raymond James in 2022. 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—and offers a range of financial planning and investment consulting services with a variety of portfolio management options.

Joseph Lesner is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include 18 years at Comerica Securities and positions at Ameriprise Financial Services. 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 broad client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Sarah Horn is a Series 66-licensed financial advisor with Raymond James & Associates in Bloomfield Hills, MI. She has six years of industry experience, including her current role at Raymond James since 2019 and previous work at Shades Optical and Jartll Corp. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Donald Simpson is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses. He has 46 years of industry experience, including two years with Wells Fargo Clearing prior to joining Raymond James in 2018. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional clients, and charitable organizations. The firm offers tailored financial planning and consulting, municipal advisory services, and a range of portfolio management options supported by affiliated research and model managers.

Christopher Ruifrok is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2018, following two years at Wells Fargo Clearing. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized advisory services such as municipal advisory and employer consulting programs.

Anthony Lott is a CFP® professional at Raymond James & Associates with 39 years of industry experience. He previously worked at UBS Financial Services Inc. and Merrill. He is based in Bloomfield Hills, MI. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting, utilizing a variety of portfolio management styles supported by affiliated research and sub-advisers.

Thomas Grobbel II is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Morgan Stanley. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management strategies.

James Melstrom is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He previously worked at UBS Financial Services and Morgan Stanley. Outside of his advisory role, he serves as treasurer and head of fundraising for Islam Really Cares Corp, a charitable organization, and is involved with Quest for Breath through the University of Michigan corporate and foundation development. 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 and profit-sharing plans, and charitable organizations, offering tailored financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Ryan Paschen is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2008 to 2019. He is also the owner of Paschen Enterprises LLC, a non-investment-related business established to understand client LLC filing processes. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional investors, and municipalities. The firm offers financial planning and investment consulting through non-discretionary relationships, supported by a range of portfolio management strategies and affiliated research.

Jason Graves is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI, holding a Series 66 designation and 13 years of industry experience. He worked at Wells Fargo Clearing for two years prior to joining Raymond James in 2018. Outside of his advisory role, he is a partner and event organizer for the Crown Club Golf Society, a local golf business. 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 municipal entities, offering financial planning and non-discretionary investment consulting through multiple advisory programs and institutional consulting services.

Peter Nagy is a CFP® professional with 26 years of industry experience, currently with Raymond James & Associates since 2022. Prior to joining Raymond James, he worked at Bank of America and Merrill Lynch from 2009 to 2022. He holds Series 63 and Series 65 licenses and is based in Bloomfield Hills, MI. 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, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

John Morad is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI, holding a Series 66 designation and 25 years of industry experience. His prior work includes a decade at Comerica Securities, Inc. and several roles at Ameriprise Financial Services. Outside of his advisory duties, Morad serves on the Board of Directors for the Birmingham Little League and assists with the operation of the baseball league. 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 through a range of portfolio management styles.

Veronica Pies is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 26 years of industry experience. Prior to joining Raymond James in 2019, she spent 11 years at UBS Financial Services 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 individuals, institutional clients, and various organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Timothy Colosimo is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes 13 years at Bank of America, NA before joining Raymond James & Associates in 2022. 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 tailored financial planning and consulting services primarily on a non-discretionary basis.

Richard O'Connell III is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2012. 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, non-discretionary investment consulting, and institutional fiduciary services.

Alan Sasson is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 14 years with his current firm. 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 investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by in-depth analysis and a broad range of portfolio management styles.

Thomas Grobbel is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing 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 investors, and charitable organizations, offering tailored financial planning and consulting through various portfolio management styles.