John Cassin IV is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2013. 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 including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Max Peretzky is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for five years before joining Raymond James in 2019. Raymond James & Associates is a large dually registered broker-dealer and investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

William Metz is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2011. 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, non-discretionary investment consulting, and institutional fiduciary services.

Patrick Roberson is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2016. 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, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

Corey Marty is a CFA® charterholder with 13 years of industry experience. He is currently with Raymond James & Associates and previously worked at RBC Capital Markets. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a wide range of portfolio management styles and affiliated research resources.

Robert Hodgson is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, he acts as a trustee and successor trustee for an investment-related trust. 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 clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Benjamin Haenning is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2026, he worked at Merrill for seven years and Ohio National Financial Services for a total of five years. He serves as a board member for Big Brothers Big Sisters of Greater Cincinnati, contributing approximately 20 hours annually in advisory, fundraising, and advocacy roles. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing roughly $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 a range of portfolio management styles and affiliated research resources.

Samuel Bortz is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

Richard Brendza is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. He is also the owner of DGB Management LLC, a business formed for liability purposes with occasional hands-on duties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on multiple portfolio management styles supported by extensive research and affiliate resources.

Jensen Quinn is a CFP® with four years of industry experience, currently serving as a financial advisor at Raymond James & Associates. Prior to joining Raymond James, he worked at The Vanguard Group and has held roles at Vanderbilt University and Winterpast Capital Partners. His background includes a mix of financial services and academic experience. 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 with a focus on tailored, non-discretionary advice supported by a range of portfolio management styles and affiliated research.

Laurel Markley is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 42 years of industry experience. Her prior work includes positions at Ameriprise Financial Services, Inc. and Fifth Third Securities. She is also a managing partner in a business unrelated to investment management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing various portfolio management styles and affiliated research to support its advisory relationships.

Thomas Mahler is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining Raymond James. He is based in Cincinnati, Ohio. 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.