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Benjamin D

Series 66

Carmel, IN

Raymond James & Associates

Benjamin Donathen is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Stifel. 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 and non-discretionary investment consulting through various specialized programs.

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

Series 63, Series 65

Carmel, IN

Raymond James & Associates

Tyler Maddox is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Raymond James in 2026. 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 charitable organizations, 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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Austin H

Series 66

Carmel, IN

Raymond James & Associates

Austin Hart is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has worked at Raymond James & Associates since 2015 and previously spent a year at Beachbody, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing various portfolio management styles and affiliated research resources.

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

Series 63, Series 65

Carmel, IN

Raymond James & Associates

Scott Medalen is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Raymond James & Associates since 2007. 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 and pension plans, and charitable organizations, offering non-discretionary financial planning and 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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Gregory R

Series 63, Series 66

Carmel, IN

Raymond James & Associates

Gregory Renner is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Raymond James & Associates since 2013. Renner serves on the board of directors of the Indiana Motor Truck Association and participates on finance committees for nonprofit organizations, including Woodland Country Club. 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, investment consulting, and institutional fiduciary solutions.

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

Series 63, Series 66

Carmel, IN

Raymond James & Associates

Chad Hayward is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He 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 a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by extensive research and a range of portfolio management strategies.

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

CFP®, Series 63

Carmel, IN

Raymond James & Associates

Jessica Norris is a Certified Financial Planner (CFP®) with 38 years of industry experience. She has been with Raymond James & Associates since 2015. Outside of her advisory role, she serves as a power of attorney for a family member. 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 fiduciary solutions.

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

Series 66

Carmel, IN

Raymond James & Associates

Tammy Schmaltz is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 23 years of industry experience. She has been with Raymond James & Associates since 2013. 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, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a nationwide advisor network.

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

Series 63, Series 65

Carmel, IN

Raymond James & Associates

Todd Polackin is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Raymond James since 2013 and also works part time as a sorter for UPS. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing 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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James H

Series 63, Series 65

Carmel, IN

Raymond James & Associates

James Hart is a financial advisor with Raymond James & Associates in Carmel, Indiana, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 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 clientele 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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Joshua M

Series 66

Carmel, IN

Raymond James & Associates

Joshua Masariu is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 25 years of industry experience and has been with Raymond James since 2013. He serves as a non-compensated advisory board member for Redux. 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 supported by a nationwide network of advisers.

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

Series 65, Series 63

Carmel, IN

Raymond James & Associates

Anthony Iacobucci is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been with 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 a diverse client base—including individuals, institutions, charitable organizations, and governmental entities—and offers 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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Jackson S

Series 63, Series 66

Carmel, IN

Raymond James & Associates

Jackson Stewart is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 66 licenses and has 16 years of industry experience. Prior to joining Raymond James in 2018, he worked at J.P. Morgan Securities and JPMorgan Chase Bank. He serves as an acting trustee for an irrevocable life insurance trust for family members. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipalities, providing 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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Matthew W

Series 66

Carmel, IN

Raymond James & Associates

Matthew Williams is a financial advisor with Raymond James & Associates in Carmel, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2022, he worked in hospitality and independently produced a documentary exploring street outreach programs for people experiencing homelessness. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and investment consulting through a range of 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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Lance L

CFP®, Series 63, Series 65

Carmel, IN

Raymond James & Associates

Lance Lyday is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. His prior experience includes 18 years at LPL Financial, LLC and over 29 years with Harbour Wealth Partners, Inc., alongside self-employment since 1989. He is a member and Chair of the Investment Committee on the Finance Council for the Archdiocese of Central and Southern Indiana. Raymond James & Associates is a large 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 solutions, 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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John S

Series 63, Series 65

Carmel, IN

Raymond James & Associates

John Stollmeyer is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2010. Outside of his advisory role, he partners in and helps organize ELITE Soccer Training in Fishers, IN, where he teaches soccer skills to children. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, charitable organizations, and public entities. The firm offers financial planning and investment consulting across a range of portfolio management styles, supplementing advice with firm research and model manager options.

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

Series 66

Carmel, IN

Raymond James & Associates

Andrew Spears is a Series 66 licensed financial advisor with Raymond James & Associates, based in Carmel, Indiana. He has eight years of industry experience, including prior work with LPL Financial and Ball State University. Outside of advisory work, Spears owns Kendra's Camera Photography, a small business involved in administrative operations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services supported by a diverse range of investment strategies and affiliated research.

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

Series 63, Series 65

Carmel, IN

Raymond James & Associates

Melinda Woolsey is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at several firms including Cetera Advisors LLC and First Allied Advisory Services, Inc. before joining Raymond James in 2026. 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 wide range of clients including individuals, institutional investors, and public entities, offering tailored financial planning and advisory services supported by extensive research and diversified portfolio management strategies.

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

Series 66

Carmel, IN

Raymond James & Associates

Reza Mollabashy is a financial advisor with Raymond James & Associates in Carmel, IN, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James & Associates for 20 years and has prior experience working in the fitness industry, including roles at Orangetheory Fitness and Lifetime Fitness. Mollabashy serves as an advisor to the Indianapolis Youth Hockey Association Jr. Fuel, where he provides guidance on budget, policy, strategic planning, and public relations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal clients, 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 C

Series 63, Series 65

Carmel, IN

Raymond James & Associates

William Cordell is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Before joining Raymond James in 2020, he worked for Bank of America, N.A. and Merrill for a combined total of 10 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, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting 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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Patrice T

Series 63, Series 65

Carmel, IN

Raymond James & Associates

Patrice Thomas is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Thomas has been with Raymond James & Associates since 2013. Outside of advising, Thomas is involved in farming through ownership of P.A.T. Enterprises and participates in real estate design as an officer and partner at Thomas Rehm Designs, Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipalities. The firm offers financial planning and non-discretionary investment consulting, utilizing a variety of 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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Thomas C

CFP®, Series 63, Series 66

Carmel, IN

Raymond James & Associates

Thomas Curran is a CFP® professional with 36 years of industry experience, currently serving at Raymond James & Associates since 2013. He is based in Carmel, IN, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Curran serves as a board member and Finance Committee head for Ben's Ranch Foundation, a nonprofit organization. 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 advisory services with a range of portfolio management options.

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

Series 66

Carmel, IN

Raymond James & Associates

Thomas Lord is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2019. Prior to that, he was employed at Genesys Telecommunications and Interactive Intelligence Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, 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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Patrick N

Series 66

Carmel, IN

Raymond James & Associates

Patrick Norris is a financial advisor with Raymond James & Associates in Carmel, IN, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James & Associates 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, institutions, charitable organizations, and municipal entities, offering financial planning and advisory services characterized by tailored, non-discretionary consulting supported by 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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Brian W

Series 66

Carmel, IN

Raymond James & Associates

Brian Wenstrup is a financial advisor with Raymond James & Associates in Carmel, IN, holding a Series 66 designation and 25 years of industry experience. His prior firms include UBS Financial Services, Inc., Bank of America, N.A., and Merrill. 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, and municipal entities, offering tailored financial planning and advisory services through a range 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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Nathan S

CFP®, Series 63, Series 65

Carmel, IN

Raymond James & Associates

Nathan Shields is a CFP® professional with 18 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously spent six years at J.P. Morgan Securities. 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 range of clients, including individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

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

Series 63, Series 65

Carmel, IN

Raymond James & Associates

Matt Engerer is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Raymond James & Associates since 2013. 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, charitable organizations, and public entities, offering services such as financial planning, investment consulting, and municipal advisory.

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

Series 66

Carmel, IN

Raymond James & Associates

Joseph Copeland Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at Morgan Stanley Private Bank and Stifel Nicolaus before joining Raymond James. 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and municipal advisory services.

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

Series 66

Carmel, IN

Raymond James & Associates

Jason Van Skike is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Outside of his advisory role, he has a minimal involvement in rental real estate investment. 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 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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Dale S

Series 63, Series 65

Carmel, IN

Raymond James & Associates

Dale Strabala is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has been with Raymond James & Associates since 2004 and also has a longstanding role at Westin Hotel since 1990. He holds Series 63 and Series 65 designations. 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management options.

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

Series 63, Series 65

Carmel, IN

Raymond James & Associates

Patrick O’Donovan is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked with Raymond James since 2017, following prior roles at SunTrust Advisory Services and SunTrust Investment Services. 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, non-discretionary investment consulting, and institutional fiduciary solutions while providing services supported by a broad network of research and portfolio management options.

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