Sarah Filipowski is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding a Series 66 designation and nine years of industry experience. She has worked with various branches of Raymond James 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 individuals, institutional clients, and public entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on non-discretionary, tailored advice supported by extensive research and diverse portfolio management styles.

Joshua Pasahow is a CFP® professional with 17 years of industry experience, currently with Raymond James & Associates since 2017. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Pasahow is based in Boca Raton, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various advisory programs and provides municipal advisory services alongside a broad range of portfolio management styles.

Allison Woolery is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 licenses and nine years of industry experience. She previously worked at UBS Financial Services and T. Rowe Price before joining Raymond James in 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, institutions, and charitable organizations, providing financial planning and non-discretionary investment consulting through various advisory programs and institutional fiduciary solutions.

Todd Kissel is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of advisory work, he has involvement in rental real estate investments. 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 fiduciary services, utilizing a variety of portfolio management strategies supported by firm research and affiliated sub-advisers.

Bradford Kerr is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Destiny Wealth Partners, Independent Financial Partners, Strategic Financial Services, Inc., and Charles Schwab & Co. 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, pension plans, and municipal entities, offering financial planning and consulting services through a range of portfolio management styles and affiliated research resources.

Matthew Shafer is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 licenses and over 28 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advising, he serves as a continuing education instructor for the Florida Department of Financial Services and owns H SQUARED VENTURES 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 wide range of clients, including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Stacey Englander is a financial advisor at Raymond James & Associates with 56 years of industry experience. She holds the Series 63 designation and has previously worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Englander is based in Boca Raton, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research.

Richard Altieri is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His career includes over a decade at Morgan Stanley Smith Barney and six years at Morgan Stanley Private Bank, National Association. He is based in Boca Raton, Florida. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a non-discretionary advisory model.

Elizabeth Bedinger is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has been with Raymond James & Associates since 2007. 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 advisory services.

Gregory Kraus is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2014. The firm oversees approximately $501 billion in assets and serves a wide range of clients, including individuals, institutional and pension plans, charitable organizations, and municipal entities. Raymond James offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing various portfolio management styles and supported by an extensive affiliated research network.

Pablo Heredia is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James in various capacities since 2011, with a brief period of unemployment in 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 and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jason Fiderer is a financial advisor at Raymond James & Associates with nine years of industry experience. He has held positions at several firms, including Morgan Stanley, Stifel Nicolaus & Company, and Hornor, Townsend & Kent. Fiderer is dually registered with Purshe Kaplan Sterling Investments and Perigon Wealth Management and is a licensed insurance agent in Boca Raton, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base ranging from individuals to institutional and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a broad range of portfolio management styles and affiliated research.

Erik Modansky is a financial advisor with Raymond James & Associates holding a Series 66 designation and six years of industry experience. He previously worked at MassMutual Life Insurance Company and Mass Mutual Investors Services before joining Raymond James in 2020. Raymond James & Associates is a 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 advisory services through a variety of customized strategies and affiliated research resources.

Walter Jones Jr. is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2001 and is also involved with the Walter E Jones Family Trust Agreement. Jones serves as a committee member providing oversight to the Endowment Fund of St. Gregorys Episcopal Church. 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 range of portfolio management styles and affiliated research.

Breshell Moore is a financial advisor at Raymond James & Associates with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TIAA-CREF, PNC Investments, and Wells Fargo. Outside of his advisory role, he volunteers part-time with Quartz Digital Marketing, assisting with graphic design tasks. 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, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional advisory services.

Nancy Weingard is a financial advisor at Raymond James & Associates with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 1996. 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 institutional fiduciary services.

Ofer Levy is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of advising, he owns and manages a rental property in Boca Raton. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing various portfolio management styles supported by in-house research and affiliated sub-advisers.

Robert Weingard is a CFP® professional with 13 years of industry experience, currently affiliated with Raymond James & Associates in Boca Raton, FL. He has been with Raymond James 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, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary services.

Michael Shapiro is a financial advisor at Raymond James & Associates with 29 years of industry experience. He has held positions at Morgan Stanley and its affiliated entities from 2009 to 2020 before joining Raymond James in 2020. He holds the Series 63 and Series 65 designations. Outside of his advisory role, Shapiro has engaged in personal lending within his family, providing a long-term loan to his son-in-law and daughter. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and nonprofits. The firm offers a range of financial planning and non-discretionary investment consulting services supported by a broad adviser network and a variety of portfolio management and research resources.

Lloyd Miller is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James for 13 years. Outside of his advisory role, he serves as a committee member for South Florida Ball Busters, where he helps organize golf outings and manages member activities. 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 with a range of portfolio management styles and affiliated research resources.