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Peteris A

Series 63, Series 65

Chicago, IL

Raymond James & Associates

Peteris Abuls is a financial advisor with Raymond James & Associates in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Raymond James & Associates since 2011 and has also been associated with Howe Barnes Capital Management and Howe Barnes Investments, Inc. since 2000. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional clients, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a broad adviser network and an array of portfolio management styles.

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

Series 63, Series 65

Chicago, IL

Raymond James & Associates

Laura Demert is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Raymond James since 2014. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. Raymond James serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions 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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Brian P

Series 66

Chicago, IL

Raymond James & Associates

Brian Post is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has prior experience at Ameriprise Financial, ExperienceIT, and The Home Depot. He is based in Chicago, IL, and has involvement with the Edina Lacrosse Association. 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 various portfolio management styles and firm research.

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

Series 63, Series 65

Chicago, IL

Raymond James & Associates

Diane Mcgovern is a financial advisor with Raymond James & Associates in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Raymond James & Associates for 20 years since 2006. Raymond James & Associates, Inc. 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 and pension plans, and municipal entities, offering financial planning and advisory services through various programs while emphasizing non-discretionary planning relationships.

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

Series 63, Series 65

Chicago, IL

Raymond James & Associates

James Eller is a financial advisor with Raymond James & Associates in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he is an owner of multiple rental real estate properties. Raymond James & Associates is a large dually registered broker‑dealer and SEC‑registered investment adviser serving a broad client base including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and non‑discretionary investment consulting, drawing on various portfolio management styles and affiliated research.

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

Series 66

Chicago, IL

Raymond James & Associates

Jonah Beauduy is a financial advisor with Raymond James & Associates in Chicago, holding a Series 66 designation and one year of industry experience. He previously worked at Advisors Asset Management, Inc. and Private Reserve Wealth Management. Outside of advising, he is president of A Fireplace Store and More, Inc., and serves in financial leadership roles for several nonprofit organizations including Attachment & Trauma Network, Inc., My Autism Connection, Inc., and as a board member for the Council of International Programs Chicago. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and nonprofit entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing multiple 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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Jennifer A

Series 63, Series 66

Chicago, IL

Raymond James & Associates

Jennifer Albensoeder is a financial advisor with Raymond James & Associates in Chicago, IL, holding Series 63 and Series 66 credentials and possessing 28 years of industry experience. She has been with Raymond James & Associates since 2011. Outside of her advisory role, she serves as Treasurer and a board member of a nonprofit homeowners association. 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 tailored, generally non-discretionary financial planning and 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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Jiameng C

Series 63, Series 66

Chicago, IL

Raymond James & Associates

Jiameng Cai is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2022. Prior to that, he worked in the financial sector for six 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

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

CFP®, Series 66

Chicago, IL

Raymond James & Associates

James Fitzgibbon is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Raymond James & Associates in Chicago, IL. He has worked at Raymond James since 2017 and also serves part-time with the City of Chicago Fire Department, where he is involved in fire suppression and medical services. Fitzgibbon spent a year at DePaul University in a professional capacity from 2021 to 2022. 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 wide range of clients including individuals, institutions, 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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Nancy F

CFP®, Series 63, Series 66

Chicago, IL

Raymond James & Associates

Nancy Free is a CFP®-certified financial advisor with Raymond James & Associates, bringing 19 years of industry experience. She has been with Raymond James since 2017 and has served as a FINRA arbitrator since 2022. Previously, she spent 16 years as a homemaker. 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 municipal advisory services.

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

Series 63, Series 65

Chicago, IL

Raymond James & Associates

Eric Seidl is a financial advisor with Raymond James & Associates in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2006. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

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

Series 63, Series 65

Chicago, IL

Raymond James & Associates

Patrick Scanlan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Macquarie Capital (USA) Inc. from 2013 to 2018 before joining Raymond James in 2018. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients with financial planning and investment consulting, offering 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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Paul J

Series 66

Chicago, IL

Raymond James & Associates

Paul Jesinskis is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2014. 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, institutions, pension plans, 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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Roger V

Series 63, Series 65

Chicago, IL

Raymond James & Associates

Roger Veome is a financial advisor with Raymond James & Associates in Chicago, IL, holding Series 63 and Series 65 registrations and 28 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory work, he is a private investor through an entity called Milk Money. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

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

Series 63, Series 66

Chicago, IL

Raymond James & Associates

Bradley Scott is a financial advisor at Raymond James & Associates in Chicago, IL, holding Series 63 and Series 66 licenses with 22 years of industry experience. He 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 municipal advisory services.

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

Series 66

Chicago, IL

Raymond James & Associates

Mark Fabek is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. He previously worked at BMO Wealth Management for six years and Northern Trust Company for five years. 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 clients, and charitable organizations, offering financial planning and investment consulting through various programs and affiliated research.

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

Series 63, Series 65

Chicago, IL

Raymond James & Associates

Rosa Ebling is a financial advisor with Raymond James & Associates in Chicago, IL, holding Series 63 and Series 65 registrations and bringing 43 years of industry experience. She previously worked at Robert W. Baird for 10 years before joining Raymond James in 2017. 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 primarily through non-discretionary relationships supported by a variety of portfolio management styles and affiliated research.

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

Series 66

Chicago, IL

Raymond James & Associates

Nancy Whigham is a financial advisor with Raymond James & Associates in Chicago, IL, holding a Series 66 designation and over 22 years of industry experience. She has been with Raymond James & Associates since 2000. 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 investors, 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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Carrie L

CFP®, Series 63, Series 65

Chicago, IL

Raymond James & Associates

Carrie Lind is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2015. She holds Series 63 and Series 65 licenses and is based in Chicago, IL. 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 research-supported portfolio management styles.

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