Barry Bowen is a financial advisor at Raymond James & Associates with 30 years of industry experience. He previously worked at UBS Financial Services for 18 years before joining Raymond James in 2023. Bowen holds the Series 63 and Series 65 licenses. 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 tailored financial planning and non-discretionary investment consulting supported by a nationwide adviser force and a range of portfolio management styles.

William Gelegotis Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He joined Raymond James in 2019 after working at Wells Fargo Clearing from 2016 to 2019 and Wells Fargo Advisors LLC from 2009 to 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network.

Daniel Kaschmitter is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2019. Kaschmitter also owns and manages a single-family rental property in Salt Lake City. 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, providing financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Jasmine Pascua is a financial advisor at Raymond James & Associates with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo and Wells Fargo Clearing. 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 wide range of portfolio management styles and affiliated research.

Michelle Lundahl is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at UBS Financial Services and BuildbyB LLC, as well as several years with Orangetheory Fitness and community involvement with the Church of Jesus Christ of Latter Day Saints. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers a range of financial planning and consulting services, utilizing multiple portfolio management styles and affiliated research to support tailored, non-discretionary advice.

Steven Pagoaga is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. He has worked with Raymond James since 2019 and previously was with Wells Fargo Clearing and Wells Fargo Advisors. He is also an active member of the US Army National Guard. 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, institutions, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

Charles Inman Jr. is a financial advisor with Raymond James & Associates holding a Series 66 designation and has two years of industry experience. His prior work experience includes positions at Mizuho Bank Ltd and the National Futures 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 wide range of clients—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Garrett Coates is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Raymond James, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC for several 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Alexander Kaschmitter is a CFP® professional with 11 years of industry experience, currently serving at Raymond James & Associates since 2019. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is involved in managing a rental property in Salt Lake City. 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 municipal advisory services through a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Chad Caywood is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He 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.

John Pferdner is a CFP® with 27 years of industry experience, currently advising at Raymond James & Associates. He previously spent 17 years with UBS Financial Services. Outside of financial services, he is engaged in drone landscape photography. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.