Robert Thompson Jr. is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Raymond James, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as an advisor to the Franciscan Province of the SH, a nonprofit organization, providing guidance on outside money managers and asset allocation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a diverse range of portfolio management styles and affiliated research.

Aaron Medina Vega is a financial advisor with Raymond James & Associates in Chicago, IL, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at JP Morgan Chase and Cresco Labs 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a variety of portfolio management strategies and affiliated research.

Deviki Arora is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 designation and previously worked at Emory University and Bank of Montreal. 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 non-discretionary investment consulting through various specialized programs.

Anna Segura is a Series 66-licensed financial advisor with Raymond James & Associates in Chicago, IL, bringing 23 years of industry experience. She has been with Raymond James & Associates 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Timothy Disparte is a financial advisor at Raymond James & Associates with 40 years of industry experience. He has worked at Raymond James since 2011 and concurrently at Hoes Barnes Hoefer & Arnett, Inc. since 2008. He holds Series 63 and Series 66 licenses. 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.

Jennifer Schols is a financial advisor at Raymond James & Associates with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Raymond James since 2011. Schols also has long-term experience with Marshall Capital Management, Inc. and Howe Barnes Investments, Inc. She is listed as a backup manager for a family business but has no operational role. 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 with a focus on financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.

Raquel Horvatin is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Belfor Property Restoration. Horvatin is based in Chicago, IL. 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 services supported by a range of portfolio management styles and affiliated research.

Alicia Forest is a financial advisor with Raymond James & Associates in Chicago, IL, holding a Series 66 designation and 20 years of industry experience. She has been with Raymond James & Associates since 2005. Outside of her advisory role, she is listed as an agent for a separate business entity, Jason Gregory Forest LLC, for mail-receiving purposes only. 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 government entities, offering financial planning and non-discretionary investment consulting through multiple specialized programs and drawing on a variety of portfolio management styles and affiliated research.

Richard Bone is a CFP® professional with more than 42 years of experience in the financial industry. He has been with Raymond James & Associates since 2011 and also maintains longstanding roles with Marshall Capital Management, Inc. and Howe Barnes Investments, Inc. since 2000. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse range of clients—including individuals, institutions, pension plans, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary services.

Roger Veome is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and has worked previously at Nuveen Securities, Nuveen Asset Management, and Nuveen, a TIAA Company. His background also includes roles at Rose Paving and Merit Capital, as well as experience in higher education at Villanova University. 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 wide range of clients, including individuals, institutions, charitable organizations, and government entities, offering financial planning, investment consulting, and municipal advisory services.

Matthew Lusardi is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His career includes roles at Oppenheimer & Co, Stifel, Vining Sparks, RW Baird, Piper Jaffray, and Janney Montgomery Scott. 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 public entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brittany Mallo is a financial advisor at Raymond James & Associates with nine years of industry experience. She began her career at Morgan Stanley, where she worked for four years before joining Raymond James in 2018. Mallo holds the Series 66 designation and is based in Chicago, IL. 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 investment consulting primarily through non-discretionary relationships.

Lance Mullin is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and previously worked at firms including Jackson National Life and Lifeworks Advisors. He serves as a Finance Council member for St Michael's Catholic Church in Chicago, where he helps analyze budgeting. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a wide range of portfolio management styles and firm research.

David Donaldson is a financial advisor with Raymond James & Associates, holding the CFP® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including a long tenure at Merrill from 1996 to 2025 before joining Raymond James in 2026. Outside of his advisory work, he is co-owner of a rental property business in Marco Island, Florida. 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 and non-discretionary investment consulting with a range of portfolio management styles and notable municipal advisory and market-making services.

John Dulay is a CFA® charterholder with 24 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2007. He is based in Chicago, IL, and holds Series 63 and Series 65 licenses. Raymond James & Associates is a large dual-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, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through both discretionary and non-discretionary strategies.

Jordan Rummel is a CFP®-certified financial advisor with 14 years of industry experience. He has worked at Raymond James & Associates since 2019 and previously spent 11 years with Mesirow Financial, Inc. He is based in Chicago, IL, and holds the Series 66 designation. 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 individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.

Todd Hamilton is a CFP® professional with 31 years of experience in the financial industry. He has worked at Raymond James & Associates since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations with financial planning and consulting services, offering a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Thomas Morrill is a financial advisor with Raymond James & Associates in Chicago, IL, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. 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 investors, pension plans, and charitable organizations, offering a range of financial planning and consulting services supported by various portfolio management styles and affiliated research.

Regina Prajapati is a financial advisor with Raymond James & Associates in Chicago, IL, holding a Series 66 designation and 21 years of industry experience. She has been with Raymond James & Associates since 2016. 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 fiduciary solutions.

Steven Sawyer is a financial advisor with Raymond James & Associates in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years before joining Raymond James in 2020. Raymond James & Associates, Inc. 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 non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.