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Dustin L

Series 66

Charlotte, NC

Raymond James & Associates

Dustin Lisk is a financial advisor with Raymond James & Associates in Charlotte, NC, holding a Series 66 designation and 16 years of industry experience. His prior work includes positions at Bank of America and Merrill. He serves as a finance committee member for Bethany United Methodist Church and owns Maple Creek Capital, LLC, a business involved in personal real estate investment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by proprietary research and affiliated sub-advisers.

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

CFP®, Series 63, Series 65

Charlotte, NC

Raymond James & Associates

John Burns is a CFP®-certified financial advisor at Raymond James & Associates with 55 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. 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 advisory services that emphasize tailored, non-discretionary strategies supported by firm research and multiple portfolio management styles.

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

Series 63, Series 65

Charlotte, NC

Raymond James & Associates

William Stafford is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Truist Investment Services, Bb&T Securities, Scott & Stringfellow, and J.J.B. Hilliard, W.L. Lyons. 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, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad 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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Paige P

ChFC®, Series 63, Series 66

Charlotte, NC

Raymond James & Associates

Paige Passerallo is a financial advisor with Raymond James & Associates in Charlotte, NC, holding the ChFC® designation and Series 63 and 66 licenses, and has 22 years of industry experience. Her prior roles include positions at Bank of America, N.A., and Merrill. Outside of her advisory work, she assists with a charitable organization, Our Little Roses Foreign Mission Society, supporting an annual fundraiser for at-risk girls in Honduras. 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 nonprofit entities, offering financial planning, investment consulting, and specialized municipal advisory services.

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

Series 66

Charlotte, NC

Raymond James & Associates

Bryce Adams is a financial advisor at Raymond James & Associates with a Series 66 designation and three years of industry experience. His prior work includes positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience working in the restaurant industry and has been employed by the University of South Carolina. 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 tailored financial planning and consulting services supported by extensive research and a variety of portfolio management styles.

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

CFP®, Series 66

Charlotte, NC

Raymond James & Associates

Jay Hitselberger is a CFP®-designated financial advisor with Raymond James & Associates in Charlotte, NC, bringing nine years of industry experience. Prior to joining Raymond James, he held roles at Purshe Kaplan Sterling Investments, Thrivent Financial, and LPL Financial. Outside of advising, he is a partner in Jay's Maize Kettle Corn Company, assisting with event coordination for the business. 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 municipal 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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Scott E

Series 63, Series 65

Charlotte, NC

Raymond James & Associates

Scott Ellis is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior work includes positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of finance, he owns and operates an educational website focused on cereal history and co-authored a hardcover book on the subject. 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 tailored financial planning and consulting services, drawing on 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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Anthony B

CFP®, Series 63, Series 65

Charlotte, NC

Raymond James & Associates

Anthony Burns is a CFP® professional with 28 years of industry experience, currently serving at Raymond James & Associates since 2021. His prior experience includes roles at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Banc of America 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 a broad client base, including individuals, institutions, and municipal entities, offering 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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