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Matthew B

Series 66

Chandler, AZ

Raymond James & Associates

Matthew Baehr is a financial advisor with Raymond James & Associates in Chandler, AZ, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he previously operated Spartan Boot Camps LLC for eleven years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a nationwide adviser network and a range of portfolio management styles.

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

Series 66

Chandler, AZ

Raymond James & Associates

John Vallentine is a financial advisor with Raymond James & Associates in Chandler, AZ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill Lynch and BlackTide Capital Management. Outside of his advisory work, Vallentine holds a small equity stake as a partner in Dixxon Flannel Co., where he contributes to business growth discussions and strategy. 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 tailored financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a broad network of advisers and research resources.

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

Series 66

Chandler, AZ

Raymond James & Associates

Nickolaus Roeschley is a financial advisor with Raymond James & Associates in Chandler, AZ, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, where he worked for a combined total of 11 years before joining Raymond James in 2023. 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, institutions, and municipal entities, providing financial planning and consulting services through a range of portfolio management strategies and affiliated research.

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

Series 66

Chandler, AZ

Raymond James & Associates

Gavin Christensen is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has held previous roles at Silo, Ensign Group, Moreton & Co, and WCF Insurance. He is also a cofounder and partial owner of Allstrokes Golf Club, a business in Eagle, Idaho, though he is not involved in its day-to-day operations. 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.

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