Jacob Haas is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Haas is the owner of two inactive business entities that are not actively conducting business. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser force.

Sarah Hancock is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at BDO Wealth Advisors, LLC, and BDO USA, LLP. Outside of her advisory role, she was involved with the Restoration Church of the Nazarene for one year. 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 individual, institutional, and municipal clients, offering tailored financial planning and consulting services primarily through non-discretionary relationships.

Lisa Workman is a financial advisor at Raymond James & Associates with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has previous experience with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves on the finance and investment committee of Richland Creek Community 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 individuals, institutional clients, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mark Kean 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 Bank of America and Merrill. Outside of his advisory practice, he serves as a trustee for Landmark Free Will Baptist Church in Cary, NC. Raymond James & Associates is a 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, institutions, and municipal entities, providing tailored, non-discretionary financial planning and consulting supported by diverse portfolio management styles and in-house research.

Jason Kristof is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. He previously worked at Merrill from 2014 to 2021 and has been with Raymond James since 2021. Outside of his advisory role, he works as a product specialist at Audi Cary. 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, offering financial planning and investment consulting through various programs, with a non-discretionary approach that involves tailored planning and a range of portfolio management styles.

Fred Asfoury is a CFP® professional with 28 years of industry experience. He currently serves as a financial advisor at Raymond James & Associates, where he has been since 2019. Prior to this, he held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a partner in a real estate brokerage and owns several short-term rental properties managed by a professional 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 broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Keely Keelan is a financial advisor with Raymond James & Associates in Cary, NC, holding a Series 66 designation and one year of industry experience. She has been with Raymond James & Associates since 2021 and also operates Jackson Speech & Language Services, PLLC. Raymond James & Associates serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles supported by firm research and affiliate resources.